Why Swiss assets deserve a place in your portfolio
A stable political environment, solid economic policies and a highly developed rule of law are just some of the factors that support Swiss assets. In this episode of the Beyond Markets podcast, we delve deeper into why investors should consider having some exposure to both Swiss equities and CHF-denominated bonds. Helen Freer, Investment Writer, talks to Mathieu Racheter, Head of Equity Strategy, and Dario Messi, Fixed Income Strategist. 1:02 How do Switzerland’s solid foundations support Swiss assets?2:12 The Swiss labour market3:32 The Swiss franc5:29 The Swiss equity market is defensive6:27 High-quality companies7:32 Large-caps vs small and mid-caps?8:31 Investing in an uncertain environment9:33 Swiss bonds as a store of value10:55 How has Switzerland earned its reputation as a safe-haven?11:59 Summary