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21. October 2026 · Andreas SchaffnerBonds Are Paying Again: What Does This Mean for Institutional Investors?
2026 has reset bond markets: US 10-year yields above 5%, Swiss yields near 0.5%. What research, PIMCO, KKR, DWS, BNP AM and DPAM say fixed income investors shou…
21. October 2026 · Dr. Marta RaStewardship Is Not a Policy Document. It Is a Discipline.
Codes, directives and the BVG voting duty have made stewardship visible, not effective. What Swiss pension fund boards can do to evidence real ownership.
21. October 2026 · Andreas SchaffnerSoftware Loans, Swiss Francs and the AI Credit Divide
AI is pressuring software loans while hyperscalers borrow in Swiss francs. What the split in technology credit means for Swiss institutional portfolios.
21. October 2026 · Dr. Marta RaShould Pension Funds Lend to the Frontier?
Emerging and frontier market debt offers yield, diversification and a demographic logic. GEMs data, 2026 market figures and BVV 2 rules show how pension funds s…
21. October 2026 · Andreas SchaffnerSwiss Pension Funds and the Endowment Model
Swiss pension funds hold record equity and illiquid allocations. Complementa and Swisscanto 2026 data show how close – and how far – they are to an endowment mo…
20. October 2026 · Andreas SchaffnerEmerging Market Corporate Bonds: Solid Balance Sheets, Thin Risk Premia
EM hard-currency corporate bonds total around USD 2.6 trillion, mostly investment grade. Spreads are tight, so the case rests on carry and issuer selection.
Event
Swiss Institutional Symposium 2026
A curated one-day format for senior institutional asset owners: regulation, private markets, alternatives and the next generation of investment paradigms.
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