10.12.2024 Swiss Wealth Management boutiques Alasia and Belvoir Capital join forces and announce their merger. Alasia SA and Belvoir Capital AG are delighted to announce their merger. With this merger both companies make a strategic step to strengthen the offering as wealth manager and multi-family investment office. • Belvoir Capital is an independent manager of collective assets and a multi-family…
08.10.2024 After an exceptionally good first half of the year in the markets, the third quarter was more subdued but also more volatile. At the beginning of August, an unexpectedly weak labor market report in the US, coupled with the unwinding of carry trades in Japan… Read more in the Strategy Update from the 3rd quarter 2024. For further information,…
08.10.2024 Global slowdown in the industrial sector US labor market remains the focus of interest rate developments We have increased our equity allocation slightly to 71.85% Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the fund manager Mauro Tempini.
08.10.2024 – September – things often turn out differently than expected! USA – Interest rate turnaround has begun, soft landing likely Sector Rotation – Defensive sectors continue to perform Belvoir Global Allocation II Universal Fund gained +0.8% in September and is up +7.9% YTD Read more about the Belvoir Global Allocation II Universal Fund in the Monthly Update, written by…
16.09.2024 Growth in the U.S. will slow down, favoring interest rate cuts. We have slightly reduced our equity allocation to 68.8% Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the fund manager Mauro Tempini.
16.09.2024 – August – Volatility Rises, the Market is Searching for Direction U.S. Economy slows down – Interest Rate turnaround expected in September Sector Rotation – defensive sectors celebrate revival Belvoir Global Allocation II Universal Fond gained +1.7% in July and is at +7.1% YTD Read more about the Belvoir Global Allocation II Universal Fund in the Monthly Update, written…
12.08.2024 No major corrections in the stock markets after 7 months. U.S. growth is expected to slow, leading to rate cuts. We increased our equity allocation to 71.7%. Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the fund manager Mauro Tempini.
12.08.2024 – Correction in sight – trend break at the end of July? U.S. Economy cooling down – rate hikes too late? AI and tech falter – consolidation underway Belvoir Global Allocation II Universal Fund lost -1.0% in July, stands YTD at +5.3% Read more about the Belvoir Global Allocation II Universal Fund in the Monthly Update, written by the…
10.07.2024 The second quarter was favorable for investors, particularly in the US due to declining inflation rates and strong corporate earnings. Europe lags behind due to political uncertainties and lower innovation, making investments in the US technology sector essential. Read more in the Strategy Update from the 2nd quarter 2024. For further information, we are at your disposal in personal…
10.07.2024 While the ECB executed its first rate cut since 2019, the Fed left the key interest rate unchanged. Optimism was fuelled by the latest US inflation report. We have reduced our equity allocation to 55.8%. Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the fund manager Mauro Tempini.
