Press

Investing Locally: Reality or Illusion?

Investing locally through the SMI creates a false sense of security and significantly limits true portfolio diversification.

In this article published in L’Agefi, Onur Von Burg, Head of Discretionary Portfolio Management at Banque Heritage, analyzes the home bias commonly seen among Swiss investors. While it may seem reassuring, this bias actually exposes portfolios to global risks due to the SMI’s strong sector concentration. A concise analysis that challenges the notion of “Swiss Made” in Swiss equity portfolios and highlights the need for international diversification, especially in uncertain times.

📄 Download the full article as a PDF (article in French)

May 16, 2025

Press

The shadow of SCOTUS

Beyond the publicity stunts, it is now before the Supreme Court that a key part of the US economic strategy is being played out.

November 28, 2025

Press

US Debt: Understanding the Economic Levers

Our Chief Investment Officer, Jean-Christophe Rochat, examines for Allnews the strategies the United States employs to manage its historic debt and their impact on global markets.

October 01, 2025

Press

Nvidia: Between Undisputed Dominance and Rising Competition

Nvidia remains the leader in the AI-driven semiconductor market, despite increasingly organized competition.

September 04, 2025