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Strategie-Update 2. Quartal 2025

16.07.2025 Das globale Wachstum hat sich etwas reduziert, bleibt aber weiter konstant. Der US-Arbeitsmarkt schwächt sich leicht ab, ist aber deutlich robuster als noch An fang Jahr vermutet; die Verschuldung in den USA steigt bis 2027 auf über 40.000 Milliarden Dollar, womit die aktuellen Zinsen… Lesen Sie mehr dazu im Strategie-Update des zweiten Quartals 2025. Für weitere Informationen stehen wir Ihnen gerne in persönlichen Gesprächen zur Verfügung.

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Strategie-Update 1. Quartal 2025

10.04.2025 Think of Q1 2025 as the hangover after the sugar rush of last year. Markets experienced volatility during February, with inflation sticking, tech stocks fizzling, and Trump teasing tariffs like it was just a game…. Lesen Sie mehr dazu im Strategie-Update des ersten Quartals 2025. Für weitere Informationen stehen wir Ihnen gerne in persönlichen Gesprächen zur Verfügung.

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Funds Facts: January 2025 Update – Belvoir Global Allocation Fund

12.02.2025 European markets performed strongly and reached new heights Portfolio adjustments: Equity investments increased to 71.49%, bond exposure decreased to 22.84% January returns: 3.2% in the EUR tranche and 2.95% in the CHF tranche Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the CFO Alexandre Weintraub.

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Funds Facts: December 2024 Update – Belvoir Global Allocation Fund

09.01.2025 Markets trended sideways in December, with no year-end rally Trump euphoria lost momentum; Fed signaled to cut key rates less sharply from 2025 December returns and year-to-date returns: -1.32% and 7.89% for the EUR tranche and -1.58% and 8.51% for the CHF tranche Positioning for stability and growth in 2025 Read more about the Belvoir Global Allocation Fund in the current

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Fund Facts: March 2025 Update – Belvoir Global Allocation II Universal

04.04.2025 Macroeconomics – Weaker US, Recovering Europe, China acted. Tariffs’ war is on its summit, for now Equities – Second consecutive month of negative markets, with Asia ex-Japan in positive territory Bonds – Positive US Government bonds, steady Investment Grade Corporate bonds, negative High Yield bonds Currencies – Softer USD amid uncertainties and weaker macroeconomic data Other – Cryptos down, Gold hits all-time high Belvoir Global Allocation II Universal Fund at -4.8% in March, now -2.2% YTD Read more about the Belvoir Global Allocation II Universal Fund in the Monthly Update, written by the fund manager Steffen Bauke.

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