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.
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…
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…
13.12.2024 Positive US stock markets in November, sideways to even negative stock markets in Europe Higher bond yields after the election of Trump have returned to normal levels Reduced equity exposure with stronger weighting in Swiss equities November returns: 2.5% in the EUR tranche and 2.3% in the CHF tranche Read more about the Belvoir Global Allocation Fund in the…
13.12.2024 – November – Markets Influenced by Trump’s Election Europe: Weak and Weaker Sector Rotation: Once Again, a Major Reshuffle Inflation: Is the Ghost Returning? Interest Rates: Yields Rising at the Long End – Is Something Brewing? Belvoir Global Allocation II Universal Fund gained +4.3% in November, now +10.9% YTD Read more about the Belvoir Global Allocation II Universal Fund…
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…
08.11.2024 Ongoing deceleration in global industrial output US labor market dynamics continue to influence rate outlook Equity allocation adjusted following the sale of Danaher Corp. Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the fund manager Mauro Tempini.
08.11.2024 – October – first minor correction since April USA – after one election comes the next, Trump must deliver Equity reporting season – mixed results, a disrupted market Interest rates – yields are rising on the long end, is something brewing? Belvoir Global Allocation II Universal Fund lost –1.5% in October, now up + 6.3% YTD Read more about…
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.
