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

Is US banking regulation heading for a rollback?

Senior Equity Advisor Stéphanie Rheinboldt explores the outlook for financial deregulation in the US in a recent Allnews article.

July 14, 2025

Press

The Prisoner's Dilemma in Sino-American Trade Relations

A strategic reading of the U.S.–China trade tensions through the lens of game theory.

July 11, 2025

Press

Oil No Longer Reigns: AI Is Redrawing the Geopolitics of Energy

A new energy divide is emerging — no longer technological, but digital.

July 09, 2025