13.12.2024 Positive US stock markets in November, sideways to even negative stock markets in Europe Higher bond yields after the election of Trump have returned to normal levels Reduced equity exposure with stronger weighting in Swiss equities November returns: 2.5% in the EUR tranche and 2.3% in the CHF tranche Read more about the Belvoir Global Allocation Fund in the…
13.12.2024 – November – Markets Influenced by Trump’s Election Europe: Weak and Weaker Sector Rotation: Once Again, a Major Reshuffle Inflation: Is the Ghost Returning? Interest Rates: Yields Rising at the Long End – Is Something Brewing? Belvoir Global Allocation II Universal Fund gained +4.3% in November, now +10.9% YTD Read more about the Belvoir Global Allocation II Universal Fund…
08.11.2024 Ongoing deceleration in global industrial output US labor market dynamics continue to influence rate outlook Equity allocation adjusted following the sale of Danaher Corp. Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the fund manager Mauro Tempini.
08.11.2024 – October – first minor correction since April USA – after one election comes the next, Trump must deliver Equity reporting season – mixed results, a disrupted market Interest rates – yields are rising on the long end, is something brewing? Belvoir Global Allocation II Universal Fund lost –1.5% in October, now up + 6.3% YTD Read more about…
