Swisscanto Invest by Zürcher Kantonalbank

Swisscanto Invest, as the product brand for investment funds within the Zürcher Kantonalbank Group, focuses on providing innovative, performance-driven, and sustainable funds and pension solutions. They emphasize Swissness by managing their portfolios entirely in Switzerland while offering access to global investment opportunities. Their investment strategy incorporates a commitment to sustainability, evident since launching their first sustainable fund in 1998. They aim to create financial well-being while making a positive societal impact by aligning with sustainable practices across most of their actively managed investment products. Recent asset allocation updates reflect a dynamic approach to market opportunities and risks. In February 2026, adjustments included selling US Treasury bonds, increasing exposure to tech stocks and emerging market equities, reducing healthcare holdings, and closing positions in Swiss real estate funds. The strategy involved a shift to global small caps and a continued underweighting of corporate bonds. In March 2026, in response to escalating tensions in Iran, they maintained a constructive outlook despite short-term risk-off sentiment, anticipating limited long-term impact on financial markets and firm profitability. They have been adjusting portfolios to benefit from Rohstoff, US-Dollar, Grund­stoff­aktien, Gold and alternative Anlagen. They continue to favor stocks and remain overweight in that asset class. Swisscanto sees sustainable growth themes and the potential of Artificial Intelligence as critical to long-term returns. They identify opportunities in companies demonstrating above-average growth and quality within IT, industry, and pharmaceutical sectors. Their focus on sustainable investment themes such as the energy transition and electrification underscore their commitment to aligning financial performance with responsible investing. This approach reflects a broader trend of sustainable investments showing resurgence and potential for strong performance, particularly for companies in areas of sustainable growth.

Equities, bonds, strategy funds, sustainable investments, thematic investments (e.g., climate, water), pension solutions, global small caps, emerging markets, tech, IT, industry, pharmaceuticals

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