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 fund manager Steffen Bauke.