Our documents, all free, all written for investors resident in Switzerland: retirement, bonds, equities, method and the Insights series. Choose what fits your question; we send it by email.
Because after 21 pages you can answer the question nobody dares to ask their pension fund: what if I live to 95?
The federal government's own AHV projections, capital or pension, sequence risk, the bucket strategy and the two engines of a retirement portfolio, calculated with 1 million francs. 2nd edition.
RequestBecause the semiconductor index lost 3.4 percent in one day and quality stocks in the shadow of the rally are as cheap as they have been for years.
Which sectors and business models we favour for 2027, why we avoid high flyers and how we examine companies.
RequestBecause two siblings with 100,000 francs each own 100,000 or 761,000 francs after 30 years, and only one of them was clever.
What Buffett, Munger, Graham and Kostolany have in common, and the Genève Invest Q-GARP method with three case studies.
RequestBecause ten concrete bonds with figures say more than any theory, and because the interest rate window will not stay open forever.
Lock in interest while you still can. Ten profiles in euros, a model portfolio and a chapter on hedging into francs.
RequestBecause every one of these seven mistakes sits in portfolios we see every week, and every one is avoidable once you know it.
How bonds work, why they are the income anchor of a portfolio, and the seven mistakes that keep costing investors money. With worked examples, key figures and a self-test.
RequestBecause this time the crisis is in Paris and on every front page, and because Swiss banks and pension funds hold this government debt too.
France pays the highest risk premium since 2011, the USA one trillion dollars in interest. What debt crises have taught investors and where a Swiss investor's money works solidly now.
RequestBecause you are invested and need to know whether rates keep rising, the AI rally turns and bond markets hold. Before the market shows you.
Rates, bonds, equities, currencies, commodities: three scenarios, clear positions and the places where we were right too early.
RequestBecause you can check your portfolio in an hour, without expertise and without asking your bank, and because costs are the only return you know in advance.
Nine warning signs that cost returns: fees, retrocessions, in-house products, concentration, idle cash, no strategy, adviser turnover, structured products, availability. With a self-test and a bank versus independent manager comparison.
RequestBecause corporate bonds in Europe pay six to ten percent in 2026, and you should know why before you buy.
What investors should know about fixed income: mechanics, price and yield, the 2026 market, risks, frequently asked questions.
RequestBecause the question bonds or equities is the wrong question, and after twelve pages you will ask the right one.
Opportunities and risks compared: income mechanics, capital protection, volatility, and why the answer is usually a mix.
RequestBecause currency risks ate up entire returns in 2025 and 2026, and that need not happen to anyone who sees it coming.
What investors keep overlooking: high interest as a warning sign, ratings as a snapshot, concentration risks, currency.
RequestBecause short-dated European bonds currently offer yields not seen for a decade, and you should know which of them are solid.
What investors should know about corporate bonds: investment grade versus high yield, the 2026 market, selection.
RequestBecause a high coupon is not a mark of quality but a price tag for risk, and you learn to read the label.
The value approach in practice: the creditor's view, balance sheet analysis, ratings, diversification, ongoing monitoring.
RequestBecause high yield delivers high single-digit returns in 2026 and a considerable share of CCC issuers still fails.
How high coupons arise and what investors should really watch: default statistics, risk premium, selective use.
RequestBecause a portfolio that considers only three of the four pillars is a pseudo-security that collapses under stress.
The four pillars of a robust income portfolio: issuers, sectors, maturities, rating classes.
RequestBecause the difference to the bank lies not in the quality of the adviser but in the question of who pays him.
How they differ from the bank: incentive structure, sales targets, retrocessions, cost models.
RequestBecause three verifiable criteria separate serious managers from sales organisations, long before the figures come up.
How to recognise a good asset manager: FINMA licence, cost model, personal service, investment philosophy.
RequestAdvertisement. The documents name no individual securities as recommendations and do not replace personal advice.