Switzerland Pension Fund
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New era in world politics and its consequences for financial markets
2022 represents a historic turning point for global politics as well as financial markets. This new era will also have far-reaching consequences for the world's economy and the global security order. Institutional investors need to adapt to these changes.
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Emerging market bonds with a focus on sustainability
Emerging market bonds with an ESG focus can be a useful addition for institutional investors. Sustainable investments that track popular bond indices often outperform actively managed funds.
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Active fixed-income management in a challenging environment
The current market environment presents several challenges for investors. How should they react to high inflation and rising interest rates? Credit Suisse assesses the situation and highlights new opportunities.
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Clean electricity is the new oil. Investment opportunities amid the energy crisis.
Europe is in the midst of its biggest energy crisis since the Second World War. Via long-term investment in energy infrastructure, institutional investors can nevertheless play their part in ensuring supply security.
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Applying international diversification to real estate investments
Swiss investors still have a very strong tendency to favor their home market when it comes to their real estate portfolios. However, real estate funds and investment groups of investment foundations with an international focus can contribute significantly to real estate portfolio diversification, making them sensible investment alternatives.
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Pension funds are increasingly integrating ESG into the investment process
ESG (environmental, social, and governance) criteria are becoming increasingly important in the investment process of Swiss pension funds too. This is reflected not only in changing moral values, but also in tangible figures. However, sustainable investments vary in their application.
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New opportunities in German real estate market
For institutional investors, Germany is the most important real estate market outside Switzerland. Promising opportunities abound thanks to a strong, regionally diversified economy – particularly amid the current market environment.
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Focus on sustainability and take advantage of new opportunities.
The future is sustainable. Many institutional investors know this already, which is why they are increasingly focusing on investments that set environmental, social, and governance (ESG) criteria. The growing demand for sustainable investment solutions is leading to a sharp increase in the banks' offerings.
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Seven questions and answers on emerging market bonds for Swiss pension funds
Swiss pension funds invest an average of 0.8% of their pension assets in emerging market bonds (EM bonds), i.e. bonds from issuers based in emerging markets.1 Is that a low percentage? Should Swiss pension funds take this asset class, if it is one, into consideration in their strategic asset allocations? What are the different investment options within EM bonds? What about investing in EM bonds but only sovereigns? With the following seven questions and answers, we provide Swiss pension funds with a foundation for evaluating investments in EM bonds.
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Home sweet home – even in your pension fund portfolio?
The overweighting of the home market – referred to as home bias – in the portfolio of Swiss pension funds has had a positive effect on returns in crisis situations. This can also be seen during the current coronavirus pandemic. Would closer alignment with the market portfolio nevertheless be advisable?
