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 the Belvoir Global Allocation II Universal Fund in the Monthly Update, written by the fund manager Steffen Bauke.