Insights

Editorial on Swiss institutional capital

Long-form coverage of pension funds, Private Markets, sustainability and the future of institutional allocation in Switzerland.

Federal Palace in Bern – illustration: Swiss Institutional

Pensions & Insurance

Bonds Are Paying Again: What Does This Mean for Institutional Investors?

A year that reset the bond market For a decade, fixed income was the part of the portfolio that institutional investors held for safety and tolerated for its yield. In 2026 that relationship has rever…

By Andreas Schaffner· 21 Oct 2026 · 14 min read

Software Loans, Swiss Francs and the AI Credit Divide

Software loans: better prices, unchanged economics Software has been one of the weakest segments of the US leveraged loan market in 2026. Th…

21 Oct 2026 · 5 min

Private Markets

Swiss Pension Funds and the Endowment Model

What the data shows Three studies published within months of each other in 2026 tell largely the same story from different angles.

21 Oct 2026 · 9 min

Emerging Market Corporate Bonds: Solid Balance Sheets, Thin Risk Premia

Emerging market corporate bonds have long been treated as a risky add-on. That picture is out of date. The hard-currency market has grown to…

20 Oct 2026 · 7 min