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…. Read more in the Strategy Update from the 1st quarter 2025. For further information, we are at your disposal in personal conversations.
09.01.2025 For most investors, 2024 was a good year. Depending on their positioning, investors enjoyed capital gains that were higher than we had anticipated at the beginning of the year… Read more in the Strategy Update from the 4rd quarter 2024. For further information, we are at your disposal in personal conversations.
04.04.2025 Markets down: Global equities fell again; US tech led the decline Trade tensions: Tariff uncertainty weighed on sentiment Europe steadier: Signs of stabilization amid global weakness Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the CFO Alexandre Weintraub.
07.03.2025 European markets performed strongly and reached new heights Portfolio adjustments: Equity investments decreased to 65.6%, bond exposure increased to 23.2% Long-term yields in USD and EUR declined Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the CFO Alexandre Weintraub.
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.
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…
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,…
07.03.2025 Macroeconomics – Softer US, Recovering Europe, China ready to act. Tariffs’ war is here to stay, for now Equities – Profit taking and uncertainty in February, with Europe outperforming again Bonds – Rally in both Government and Corporate bonds Currencies – Softer USD amid uncertainties and weaker macroeconomic data Other – Sell off in Cryptos, Gold still close to…
12.02.2025 – Macroeconomics – Strong US, Recovering Europe, China powering up. Tariffs’ war ahead Equities – Rally after a weak December, with Europe in the spotlight Bonds – Volatile but flat Governments, further yield spread tightening for Corporates Currencies – Mild strength in USD, JPY rally Other – Volatile Cryptos but slightly up, Gold at all-time highs Belvoir Global Allocation…
09.01.2025 – December – Powell ends the year-end rally Interest rates – Europe down, USA up Sectors – No clear picture Inflation – remains sticky on both sides of the pond Belvoir Global Allocation II Universal Fund lost -2.4% in December, reaching +8.3% in 2024 Read more about the Belvoir Global Allocation II Universal Fund in the Monthly Update, written…
