Pension funds July 2018

Time to adjust asset allocation

Corrections can be observed in Swiss commercial and luxury real estate. Here in the picture the Stuecki Business Park in Basel, with a shopping centre 200 meters before the German border.

The share of equities and real estate in the Swiss pension fund's asset allocation has never been as high as in 2018. However, with increasing risks more cautious positioning and hedging are appropriate. Bernd Barth, Client Advisor, presents strategic investment considerations for Swiss pension funds.