LATEST REPORTS: Q4 ALTERNATIVES

Switzerland Q4 - Equities 2022

Equities and ETFs

European equities dwindling

Underweight allocations tell the biggest story here. Nearly half of Swiss investors (47.4%) are investing less than usual in European equities, a reaction most likely to the much-expected recession for European nations impacted by energy restrictions and rising rates over the next year. Another big underweight was to emerging market equities (57.9%) which speaks of an avoidance of a volatile sector in a downturn. The biggest bet being taken by Swiss investors is on Asia ex-Japan (31.6% overweight).

Asset Allocation - Equities

Global EM- Q4 Findings

No Data Found

Global EM - Historical Findings

No Data Found

European- Q4 Findings

No Data Found

European - Historical Findings

No Data Found

US- Q4 Findings

No Data Found

US - Historical Findings

No Data Found

Domestic- Q4 Findings

No Data Found

Domestic - Historical Findings

No Data Found

Asia ex Japan

No Data Found

Japan

No Data Found

Frontier

No Data Found

Varying style preferences

The survey shows that investors clearly favour a value seeking approach (50%) over growth (27.8%) for large cap stocks, but that there is a bias towards growth for mid-cap (38.9%) over value (22.2%).  

Investment Style - Do you have exposure to any of the following styles?

No Data Found

Investment Style - Do you have exposure to any of the following styles?

No Data Found

ETFs REMAIN POPULAR

Most investors (89.5%) deploy exchange-traded funds for their equity allocations, with the most common use being for tactical adjustments (70.6%), core allocation (70.6%) and portfolio completion (64.7%). The use of tactical adjustments is likely to have been high due to heightened volatility in markets  over the past two years. Taking advantage of volatility is also perhaps why ETF usage for fixed income (82.4%) is also high in the survey.

Do you use ETFs?

No Data Found