11/30/2022 –
- The recovery on the stock markets continues in November.
- Decline in inflation causes price fireworks that could continue in December.
- Eurozone equities therefore remain underweighted compared to Swiss equities and US equities. We remain cautious and remain at an equity ratio of below 80%.
Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the fund manager Mauro Tempini.