{"id":14062,"date":"2025-06-26T08:04:49","date_gmt":"2025-06-26T08:04:49","guid":{"rendered":"https:\/\/www.bergos.ch\/expertise\/public-markets\/"},"modified":"2025-08-22T13:57:52","modified_gmt":"2025-08-22T13:57:52","slug":"public-markets","status":"publish","type":"page","link":"https:\/\/www.bergos.ch\/de\/expertise\/public-markets\/","title":{"rendered":"Public Markets"},"content":{"rendered":"\n
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Public<\/strong><\/em> Markets<\/strong><\/h1>\n\n<\/div>\t\t\t\t\t<\/article>\n\t<\/div>\n\t
<\/span><\/div>\n<\/section>\n\n\n
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unsere<\/strong><\/em>
investment<\/strong>
philosophie<\/strong><\/em><\/h2>\n\n<\/div>\t\t\t\t\t<\/article>\n\t<\/div>\n\t
<\/span><\/div>\n<\/section>\n\n\n
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\"\"<\/figure>
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STRATEGISCHE EBENE<\/h6>\n\n\n\n

GLOBALE STRATEGISCHE
ALLOKATION<\/h3>\n\n\n\n
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Die regionale Ausrichtung orientiert sich an der Gewichtung des globalen Aktienmarkts. Ein sogenannter \u00abHome Bias\u00bb wird dabei bewusst vermieden.<\/p>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n

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TAKTISCHE UND PORTFOLIO-MANAGEMENT-EBENE<\/h6>\n\n\n\n

FUNDAMENTAL GEGEN DEN TREND \u2013 TAKTISCHER ANSATZ<\/h3>\n\n\n\n
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F\u00fcr uns bedeutet ein antizyklischer Ansatz, Chancen in Phasen der \u00dcbertreibung zu nutzen, um uns bewusst gegen einen vorherrschenden Trend zu positionieren.<\/p>\n<\/div><\/div>\n<\/div><\/div>\n<\/div>

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<\/span><\/div>\n<\/div><\/div>\n\n\n\n
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TAKTISCHE UND PORTFOLIO-MANAGEMENT-EBENE<\/h6>\n\n\n\n

\u00abRUHIGE HAND\u00bb<\/h3>\n\n\n\n
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Grunds\u00e4tzlich ist es gerade in turbulenten Phasen entscheidend, Ruhe zu bewahren und der gew\u00e4hlten Strategie sowie dem Anlageprozess treu zu bleiben. Man sollte nicht versuchen, \u00abzu clever\u00bb zu sein.<\/p>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n

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SELEKTIONS-EBENE<\/h6>\n\n\n\n

DER FOKUS LIEGT IMMER AUF QUALIT\u00c4T<\/h3>\n\n\n\n
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Die ausgew\u00e4hlten Unternehmen zeichnen sich durch eine \u00fcberdurchschnittliche Qualit\u00e4t aus. Dieses Kriterium bildet die Grundlage f\u00fcr die Titelselektion in allen Anlageklassen.<\/p>\n<\/div><\/div>\n<\/div><\/div>\n<\/div>

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<\/span><\/div>\n<\/div><\/div>\n\n\n\n
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DER PROZESS<\/h2>\n\n\n\n
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01<\/span> \/ <\/span><\/div>\n\t\t\t\t\t\t
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Top-Down Kapitalmarktanalyse<\/h3>\n\t\t\t\t\t

In bereichs\u00fcbergreifenden Teams wird eine fundierte Meinung zu Volkswirtschaft, Aktien, Renten, Alternativen Investments sowie W\u00e4hrungen gebildet. \u00dcber die Empfehlungen aus den einzelnen Assetklassen-Teams wird im Investmentkomitee abgestimmt, welches als das zentrale investmentpolitische Entscheidungsgremium des Hauses fungiert und vom Chief Investment Officer geleitet wird. Die einheitliche Kapitalmarktmeinung bez\u00fcglich der einzelnen Assetklassen wird in einer Matrix mit Auspr\u00e4gungen in f\u00fcnf Schritten reflektiert und bildet die Hausmeinung der Bank. Diese Matrix bildet die Basis f\u00fcr die taktische Asset Allokation und die Investmententscheidungen.<\/p>\n\t\t\t\t<\/article>\n\t\t\t\t\t\t\t\t

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Bottom-Up Selektion<\/h3>\n\t\t\t\t\t

Basierend auf der taktischen Einsch\u00e4tzung der M\u00e4rkte w\u00e4hlen unsere Assetklassen-Spezialisten die vielversprechendsten Wertpapiere aus. Unsere interne Expertise wird durch anspruchsvolle externe Manager erg\u00e4nzt. Diese offene Architektur gew\u00e4hrleistet den Zugang zu globalen Anlagechancen.<\/p>\n\t\t\t\t<\/article>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<\/span>\n<\/section><\/div><\/div>\n\n\n\n

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Investment
Prozess<\/h3>\n\n\n
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TOP-DOWN KAPITALMARKT-ANALYSE<\/strong><\/h5>\n

MAKRO \/ BASISSZENARIO<\/p>\n <\/div>\n

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<\/span><\/span><\/div>\n <\/div>\n <\/div>\n
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Aktien<\/i><\/h4><\/div>\n

Fixed Income<\/i><\/h4><\/div>\n

Alt. Investments<\/i><\/h4><\/div>\n

W\u00c4HRUNGEN<\/i><\/h4><\/div>\n
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<\/span><\/span><\/span><\/div>\n
<\/span><\/span><\/span><\/div>\n
<\/span><\/span><\/div>\n <\/div>\n <\/div>\n
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<\/div>\n

INVESTMENTKOMITEE<\/strong><\/i><\/h4><\/div>\n
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<\/span><\/div>\n <\/div>\n <\/div>\n
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<\/div>\n

Bergos Portfolios<\/i><\/h3><\/div>\n
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<\/span><\/span><\/span><\/div>\n
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<\/span><\/span><\/div>\n <\/div>\n <\/div>\n
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AKTIENSELEKTION<\/i><\/h4><\/div>\n

AHLEIHENSELEKTION<\/i><\/h4><\/div>\n

FONDSSELEKTION<\/i><\/h4><\/div>\n

STRUKTURIERTE PRODUKTE<\/i><\/h4><\/div>\n <\/div>\n
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BOTTOM-UP SELEKTION<\/strong><\/h5>\n <\/div>\n
\n
<\/span><\/span><\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n<\/section>\n\n<\/div><\/div>\n\n\n\n
\n\t
\n\t\t
\n\t\t\t
\n\t\t\t\t BERGOS VIEW BERGOS VIEW BERGOS VIEW\t\t\t<\/div>\n\t\t\t
\n\t\t\t\t BERGOS VIEW BERGOS VIEW BERGOS VIEW\t\t\t<\/div>\n\t\t<\/div>\n\t\t
\n\t\t\t
\n\t\t\t\t BERGOS VIEW BERGOS VIEW BERGOS VIEW\t\t\t<\/div>\n\t\t\t
\n\t\t\t\t BERGOS VIEW BERGOS VIEW BERGOS VIEW\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/section>\n\n\n
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\n\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n
BANK VIEW<\/th>\n --<\/th>\n -<\/th>\n 0<\/th>\n +<\/th>\n ++<\/th>\n <\/tr>\n <\/thead>\n
<\/td>\n <\/tr>\n
AKTIEN <\/td>\n <\/span> <\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n \n
<\/td>\n <\/tr>\n
NORDAMERIKA<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
KONSUMG\u00dcTER<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
BASISKONSUMG\u00dcTER<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
ENERGIE<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
FINANZWERTE<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
GESUNDHEITSWESEN<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
INDUSTRIE<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
INFORMATIONSTECHNOLOGIE<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
MATERIALIEN<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
IMMOBILIEN<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
KOMMUNIKATIONSINDUSTRIE<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
VERSORGER<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
EUROPA<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
KONSUMG\u00dcTER<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
BASISKONSUMG\u00dcTER<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
ENERGIE<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
FINANZWERTE<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
GESUNDHEITSWESEN<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
INDUSTRIE<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
INFORMATIONSTECHNOLOGIE<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
MATERIALIEN<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
IMMOBILIEN<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
KOMMUNIKATIONSINDUSTRIE<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
VERSORGER<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
JAPAN<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
EMERGING MARKETS<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n <\/tbody>\n <\/table>\n\n <\/div>\n\n <\/div>\n\n
\n\n
\n\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n
<\/th>\n --<\/th>\n -<\/th>\n 0<\/th>\n +<\/th>\n ++<\/th>\n <\/tr>\n <\/thead>\n
<\/td>\n <\/tr>\n
ANLEIHEN <\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n \n
<\/td>\n <\/tr>\n
IN USD DENOMINIERT<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
LAUFZEIT<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
KURZFRISTIG<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
MITTELFRISTIG<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
LANGFRISTIG<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
STAATSANLEIHEN<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
COVERED BONDS \/ AGENCY MBS<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
UNTERNEHMENSANLEIHEN INVESTMENT GRADE<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
UNTERNEHMENSANLEIHEN HIGH YIELD<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
IN EUR DENOMINIERT<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
LAUFZEIT<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
KURZFRISTIG<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
MITTELFRISTIG<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
LANGFRISTIG<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
STAATSANLEIHEN<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
COVERED BONDS \/ AGENCY MBS<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
UNTERNEHMENSANLEIHEN INVESTMENT GRADE<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
UNTERNEHMENSANLEIHEN HIGH YIELD<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
EMERGING MARKETS (HC)<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n <\/tbody>\n <\/table>\n\n <\/div>\n\n <\/div>\n\n
\n\n
\n\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n
<\/th>\n --<\/th>\n -<\/th>\n 0<\/th>\n +<\/th>\n ++<\/th>\n <\/tr>\n <\/thead>\n
<\/td>\n <\/tr>\n
ALTERNATIVE INVESTMENTS <\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n \n
<\/td>\n <\/tr>\n
ROHSTOFFE<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
ENERGIE<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
INDUSTRIEMETALLE<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
EDELMETALLE<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
HEDGEFONDS-STRATEGIEN<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
LONG\/SHORT<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
RELATIVE VALUE<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
MAKRO<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
EVENT DRIVEN<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
WANDELANLEIHEN<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
ALTERNATIVE KREDITE & PRIVATE DEBT<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n
<\/td>\n <\/tr>\n
IMMOBILIEN<\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/span><\/td>\n <\/tr>\n <\/tbody>\n <\/table>\n\n <\/div>\n\n <\/div>\n\n<\/section>\n\n
\n

September 2026<\/p>\n <\/div>\n\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"

STRATEGISCHE EBENE GLOBALE STRATEGISCHE ALLOKATION Die regionale Ausrichtung orientiert sich an der Gewichtung des globalen Aktienmarkts. Ein sogenannter \u00abHome Bias\u00bb wird dabei bewusst vermieden. TAKTISCHE UND PORTFOLIO-MANAGEMENT-EBENE FUNDAMENTAL GEGEN DEN TREND \u2013 TAKTISCHER ANSATZ F\u00fcr uns bedeutet ein antizyklischer Ansatz, Chancen in Phasen der \u00dcbertreibung zu nutzen, um uns bewusst gegen einen vorherrschenden Trend zu […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":14061,"menu_order":20,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-14062","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nPublic Markets - Bergos<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.bergos.ch\/de\/expertise\/public-markets\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Public Markets - Bergos\" \/>\n<meta property=\"og:description\" content=\"STRATEGISCHE EBENE GLOBALE STRATEGISCHE ALLOKATION Die regionale Ausrichtung orientiert sich an der Gewichtung des globalen Aktienmarkts. Ein sogenannter \u00abHome Bias\u00bb wird dabei bewusst vermieden. 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