Fresh insights from our industry

In 2023, the Magnificent Seven (shares of Apple, Amazon, Alphabet, Nvidia, Meta, Microsoft and Tesla) stood out due to their high performance and increasing weighting in various equity benchmarks. Index concentration has not only risen in the S&P 500 but

For Christmas Happy and peaceful moments. For the end of the year We would like to thank you for your trust and loyalty. For the New Year Health, happiness, success and continued good co-operation! Your Complementa Team

Market development 2023 Due to the strong recovery on the stock markets, Swiss pension funds can look back on a good first half year. In the third quarter, particularly in September, as well as in the first month of the

On 23rd November 2023 the CAIA Zurich Chapter will discuss allocation across private capital and real assets: outlook on opportunities and risks. Referring to the current market environment, the focus is to explore the identification of opportunities when building a

On 21st November 2023 the Global Investment Solutions (GIS) Conference ist taking Place at the Widder Hotel. The conference will start with a financial market outlook panel where the speakers will engage in an in-depth examination of prevailing market trends,

The Complementa Risk Check-up is conducted annually and provides insights into the Swiss pension fund market. Andreas Rothacher and Ueli Sutter share some of the highlights of their findings. Key Points Swiss pension funds returned 3.7% so far this year,

Swiss pension funds are looking at equity investments this year with slightly renewed optimist, remaining cautious, however, on bonds, and cutting down on real estate allocations. Read the full article here read the full article from News _ IPE

One in three Swiss pension funds held more real estate investments than permitted by regulations at the end of last year. They now want to correct things, but the real estate boom has faded. Read the article with comments from

Nowadays, it is hard to imagine the investment process of institutional investors without considering sustainability. In particular, the decarbonisation of portfolios is a central point of discussion. In this brief overview, we show examples of how sustainability can be taken