Remaco-Report | 2026 Q2
Capital market expectations in Swiss francs
How do around 30 of the world’s leading asset managers assess the future development of capital markets?
In the study “Capital Market Expectations in Swiss Francs”, our research team has compiled return and risk expectations, standardized them, and aggregated them into CHF-denominated capital market expectations.
In the wake of the Iran crisis, broad-based shifts in return expectations can be observed across various asset classes. More details can be found in the report.
Current Insights (Q2/2026):
The opportunities identified in the last report have materialized — year-to-date returns as of May 8, 2026:
- Pacific region +39%
- Emerging markets +23%
- Japan +13%
At the same time, experts continue to expect below-average returns for U.S. equities due to high valuations — a sign of the ongoing U.S. valuation trap.
Conclusion: Broad global diversification remains essential — especially given the high U.S. weighting in many indices.
How can capital market expectations be systematically incorporated into a globally diversified portfolio — with low costs and above-average performance?
We have the solution: Our World Portfolio ETF Mandate.
Contact us!
For private investors:
Mr. Giuseppe Schilirò, giuseppe.schiliro@remaco.com
For institutional investors:
Mr. Jürg Ritz, CEO, juerg.ritz@remaco.com
Click here to access the full report:
