Lesezeit: 3 mins
Fixed Income kann der Schlüssel sein, um in einem unsicheren Umfeld widerstandsfähige, zielorientierte Portfolios aufzubauen. Wir sind überzeugt, dass eine bewusste Allokation entscheidend für ein ausgewogenes, breit diversifiziertes Portfolio ist. Von Kapitalerhalt über laufende Erträge bis hin zu kontrolliertem Wachstum – die Wahl des passenden Ansatzes ist entscheidend, um die gewünschten Ergebnisse zu erreichen.
GU-786-31 July 2027
Global earnings growth has been strong this year, led by the U.S. and reinforced by improving profit growth across Europe, Japan and other major markets. While volatility may rise in the near term, above-average earnings and broader global participation remain supportive of global equities.
Explore the 2027 changes and what they could mean for insurers across capital requirements, governance expectations and investment flexibility.
Higher inflation has been a dominant theme of the current decade. In addition to price shocks, it is being shaped by secular investment trends in infrastructure, defense spending, onshoring and the ongoing AI buildout. These structural changes reinforce the case for looking beyond traditional 60/40 portfolios to include real assets as a source of diversification and return potential in portfolios.
Large-cap growth has been difficult to ignore, delivering strong performance over the last few years. But the equity quilt below reminds us that no segment stays on top indefinitely. History shows that periods of narrow market leadership are often followed by broader participation. What leads one year can quickly give way to another the next year.
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