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.
