09.04.2024 Review – Nvidia’s growth drives the markets Investors can look back on a very good first quarter. Constructive growth forecasts from companies and a rather cautious tone from central banks ensured an extremely pleasing first quarter on the stock markets. Above all, incredible increases in sales and record earnings from chip manufacturer Nvidia stimulated the markets. All shares related…
09.04.2024 Record highs on the stock markets US monetary policy in the electoral turmoil Equity allocation increased to 64.43% in March Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the fund manager Mauro Tempini.
09.04.2024 – Interest rates rise at the long end – FED will probably cut less and later SNB starts rate cuts – which central bank will follow next? Robust stock markets – but tech stocks are losing momentum Stock picking was the order of the day – not all sectors continue to perform well Belvoir Global Allocation II Universal Fund…
08.03.2024 Stock market developments continue to be positive Interest rate cuts by the Fed and ECB are expected to start in the summer of 2024 Our equity allocation was reduced to 61.40% at the end of February Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the fund manager Mauro Tempini.
08.03.2024 – New all-time highs for some indices – how much longer can it last? Tech stocks are facing challenges – only a few have positive returns this year. Belvoir Global Allocation II Universal Fund achieved +2.1% in February, +4.7% YTD Read more about the Belvoir Global Allocation II Universal Fund in the Monthly Update, written by the fund manager…
10.01.2024 Review: Interest rate cut expectations as a catalyst for equity markets The fourth quarter of 2023 was characterized by high volatility in the equity and bond markets. At the beginning of the quarter, we recorded yearly lows in equities and bonds, while falling interest rates received little attention. The prevailing expectation of “higher for longer” in interest rates exerted…
09.02.2024 Rapid start to the new year Interest rate trends remain the great unknown The equity allocation was reduced to 71.8 % at the end of January Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the fund manager Mauro Tempini.
06.12.2023 – Next year, a substantial part of the world’s population will participate in a range of elections, varying in their degree of freedom and fairness. Key events to watch include India’s presidential elections, the European Parliament elections, and Taiwan’s presidential race, all of which will be under the microscope for their geopolitical implications. However, the U.S. presidential election in…
03.11.2023 – The brutal terrorist act by Hamas against Israel has triggered another shock wave that carries the potential of a widespread conflagration in the Middle East. As with the Russian attack on Ukraine, this crisis is unfolding on Europe’s doorstep and is putting the economically, culturally, and linguistically highly fragmented continent to a severe test. This war also threatens……
03.11.2023 – The stock market lived up to its reputation for being challenging during October. After the buyers’ strike in the previous months of August and September, the markets experienced increased selling pressure. A worrying trend emerged in many stock indices: the moving 200-day average line was sharply… Click here for more information
