News

Macroeconomic Comment: Global economic turndown and China in crisis

Macroeconomic Comment: Global economic turndown and China in crisis

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…

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Market Update August 2023

Market Update August 2023

09/13/2023 – Interesting developments have taken place in the financial markets over the past two months. One particularly notable change has been the rise in interest rates in the U.S., with yields on ten-year Treasuries rising over 4%. This offers alternative investment opportunities beside the stock market. Quarterly corporate results were mixed, with most beating expectations, but year-over-year profits fell…

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Market Update June 2023

Market Update June 2023

07/05/2023 – FOMO – Fear of Missing Out, that is how you can describe it when you have to buy into rising prices because you missed the rally in tech stocks. Much has been talked, reported and written about ChatGPT and AI in every conceivable channel. The hype has driven valuations to new heights, especially for said tech stocks. The…

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Strategy Update 2nd Quarter 2023

Strategy Update 2nd Quarter 2023

07/04/2023 – FOMO – Fear of Missing Out, that is how you can describe it when you have to buy into rising prices because you missed the rally in tech stocks. Much has been talked, reported and written about ChatGPT and AI in every conceivable channel. The hype has driven valuations to new heights, especially for said tech stocks. The…

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Market Update May 2023

Market Update May 2023

06/06/2023 – At the beginning of May, we reached new all-time highs in the DAX and CAC 40 (France) in Europe. The indices could not maintained the levels over the course of May and closed in the red for the month. Discussions about the debt ceiling in the USA weighed on investor sentiment. In May, only a few stocks were…

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Citywire Swiss Wealth 2023

Citywire Swiss Wealth 2023

06/02/2023 – Yesterday evening, Citywire Switzerland awarded the Top 50 Swiss Independent Asset Managers 2023. Belvoir Capital AG is once again among the winners, which makes us happy and proud. Many thanks to Citywire Switzerland for the award and the great event.

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