08/31/2023 –
- Summer slump or trend reversal in equities?
- Interest rate peak in sight.
- “Earnings Recession” in Q2 – a challenging market phase ahead.
- Belvoir Global Allocation II Universal fund down 0.3% in August, YTD +7.7%.
Read more about the Belvoir Global Allocation II Universal Fund in the Monthly Update, written by the fund manager Steffen Bauke.