The four seasons of the Kondratieff cycle
17. May 2024
- Stability and security. Made in Switzerland.
- Stability and security. Made in Switzerland.
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The main problem with our economic system is that the financial system has become decoupled from the real economy. The solution is therefore to bring the two back together.
Money must once again be firmly anchored in the real economy, so that the expansion of the money supply and the resulting inflation can be effectively stopped.
When the euro was introduced, we gave a lot of thought to sensible and efficient ways of backing a currency, which eventually led to the creation of the RealUnit. We came to the conclusion that an optimal currency should not only be backed by gold, but also by productive capital goods that are important for the underlying economy.
The concept of the RealUnit is therefore based on the idea that a sound currency should be backed by capital goods that move in step with the economy, thereby resulting in more stability and smoother economic cycles – both in the interest of the general public.
The RealUnit is based on the idea that real preservation of value of any currency is only possible if its long-term average value grows at least at the same pace as the economy itself.
This allows the currency owners to “consume the same share of the economy” with the same amount of money over time, thus securing real purchasing power. At the same time, such a store of value leads to smoother economic cycles and thus to an overall stabilization of the economy.
As of 30.09.2024
Sources: Sources: Bloomberg, BFS, SNB und RealUnit Schweiz AG, 30.09.2024 / The RealUnit investment strategy has been implemented in various forms since 2000. 2000-2009: RealUnit backtesting calculations, 2010-2017: Swiss investment fund, 2017-2024: RealUnit Schweiz AG. The average of the largest funds of Swiss banks with a ‹Balanced› strategy serves as a comparison. Past performance is not an indicator of future performance.
The investment strategy of the RealUnit has been continuously fine tuned and optimized over two decades. The performance clearly shows that the RealUnit, with its focus on real assets such as precious metals and the hedging of equity investments, offers significantly better value preservation in times of crisis than the average of the largest Swiss “balanced” investment funds, even during severe downturns in the stock markets. This crisis resistance was successfully confirmed in three strong stock market corrections:
Financial crisis 2008/2009: In contrast to comparable funds with a balanced strategy (–25.57%), the RealUnit suffered a much smaller loss (–12.16%) and also rebounded to pre-crisis levels much faster (after 24 months compared to 76 months).
Covid crisis 2020: The funds made up for the massive slump in April 2020 and recorded an average performance of Ø +1.76% over the course of 2020. The RealUnit, on the other hand, achieved a much more solid annual return of +4.82% even in this crisis year.
Ukraine War 2022: Rising inflation worldwide and the outbreak of the war triggered another correction in the markets. The RealUnit underlined its crisis resilience with a limited loss of only –4.20% in 2022. The benchmark funds lost –15.83% during this period.
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RealUnit Schweiz AG is a listed investment company that invests in a broadly diversified range of real assets. We pursue the goal of protecting the assets entrusted to us from crises and loss of purchasing power in the best possible way.
