09.04.2024 Review – Nvidia’s growth drives the markets Investors can look back on a very good first quarter. Constructive growth forecasts from companies and a rather cautious tone from central banks ensured an extremely pleasing first quarter on the stock markets. Above all, incredible increases in sales and record earnings from chip manufacturer Nvidia stimulated the markets. All shares related…
09.04.2024 Record highs on the stock markets US monetary policy in the electoral turmoil Equity allocation increased to 64.43% in March Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the fund manager Mauro Tempini.
09.04.2024 – Interest rates rise at the long end – FED will probably cut less and later SNB starts rate cuts – which central bank will follow next? Robust stock markets – but tech stocks are losing momentum Stock picking was the order of the day – not all sectors continue to perform well Belvoir Global Allocation II Universal Fund…
06.12.2023 – Next year, a substantial part of the world’s population will participate in a range of elections, varying in their degree of freedom and fairness. Key events to watch include India’s presidential elections, the European Parliament elections, and Taiwan’s presidential race, all of which will be under the microscope for their geopolitical implications. However, the U.S. presidential election in…
03.11.2023 – The brutal terrorist act by Hamas against Israel has triggered another shock wave that carries the potential of a widespread conflagration in the Middle East. As with the Russian attack on Ukraine, this crisis is unfolding on Europe’s doorstep and is putting the economically, culturally, and linguistically highly fragmented continent to a severe test. This war also threatens……
03.11.2023 – The stock market lived up to its reputation for being challenging during October. After the buyers’ strike in the previous months of August and September, the markets experienced increased selling pressure. A worrying trend emerged in many stock indices: the moving 200-day average line was sharply… Click here for more information
06.12.2023 November ended with strong gains in stock markets. Interest rates are slowly easing and are expected to continue to decline. The equity allocation was increased to 76.80% over the course of November. Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the fund manager Mauro Tempini.
03.11.2023 The correction in the global stock markets accelerated in October. Most stock indices have developed a worrying chart constellation. Interest rates are only relaxing very slowly and are likely to remain at a higher level for longer. The equity quota was slightly increased to 70.0% over the course of October. Read more about the Belvoir Global Allocation Fund in…
06.10.2023 – September lived up to its reputation as a volatile month in the stock market, presenting us with a range of challenges. In our latest market update for the end of September 2023, we analyze several factors that contributed to a decline in equity markets. This decline was notably influenced by significantly higher oil prices and an unexpectedly robust…
08.25.2023 – The US is experiencing surprisingly robust growth despite interest rate hikes and a frail global economy. On the other hand, Europe’s economy continues to weaken, evidenced by a renewed decline in the Purchasing Managers’ Index for the industrial and services sectors. However, the greatest uncertainty is currently emanating from China. Its export engine has begun to sputter due…
