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Strategy Update 2nd Quarter 2024

Strategy Update 2nd Quarter 2024

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…

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Strategy Update 1st Quarter 2024

Strategy Update 1st Quarter 2024

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…

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Fund Facts: April 2024 Update – Belvoir Global Allocation II Universal

Fund Facts: April 2024 Update – Belvoir Global Allocation II Universal

08.05.2024 – Inflation more stubborn than anticipated – the FED might delay interest rate cuts or even raise them. Rotations in the stock markets – market breadth diminishes, stock picking becomes important. Earnings season – both positive and negative surprises. Volatility is on the rise again – the bull market enters its mature phase. The Belvoir Global Allocation II Universal…

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Macroeconomic Comment: Pivotal Elections in 2024

Macroeconomic Comment: Pivotal Elections in 2024

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…

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Macroeconomic Comment: The European Order Under Scrutiny

Macroeconomic Comment: The European Order Under Scrutiny

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……

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