News

Macroeconomic Comment: EU-Reconstructin Fund – Opportunity for Reforms, but also Potential Fissure

Macroeconomic Comment: EU-Reconstructin Fund – Opportunity for Reforms, but also Potential Fissure

07/14/2021 – A year ago, the 27 EU countries agreed on a € 750 billion reconstruction fund to overcome the Corona-related economic crisis. This program marks a turning point in the history of the EU, as it involves the communitization of debt and liability, with the EU acting as debtor in its own name. Some countries had previously resisted any…

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Strategy Update 2nd Quarter 2021

Strategy Update 2nd Quarter 2021

06/30/2021 – Almost all stock indices realized new highs in June; that applies to the S&P 500, the Nasdaq, the DAX and the SMI. It was the best 1st semester in 20 years. While the European markets clearly lagged the technology-heavy US markets last year, the situation was different this year. European stocks were able to start from a lower base…

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Macroeconomic Comment: Global Economy in Conflict between High Growth and Overheating/Inflation

Macroeconomic Comment: Global Economy in Conflict between High Growth and Overheating/Inflation

06/10/2021 – The OECD has once again raised its expectations for global growth this and the next year, now forecasting 5.8% this year and 4.4% next year. The International Monetary Fund even expects 6% for this year. This is considerably more than the 3.5% slump in the first year of the pandemic. Leading indicators increased again in May, raising concerns about…

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Press Release: Deepak Soni takes over the management of SEC-registered Belvoir Wealth Management AG as CEO and Managing Partner

Press Release: Deepak Soni takes over the management of SEC-registered Belvoir Wealth Management AG as CEO and Managing Partner

05/31/2021 – On June 1, 2021, Deepak Soni will take over the position of CEO and Managing Partner at the SEC-registered wealth management firm Belvoir Wealth Management AG in Zurich. Most recently, he was CEO at UBP Investment Advisors and prior to that, CEO at Vontobel Swiss Wealth Advisors. Read more in the Press Release.

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Macroeconomic Comment: 100 days of J. Biden – a new start in social and economic policy in the US

Macroeconomic Comment: 100 days of J. Biden – a new start in social and economic policy in the US

05/17/2021 – Due to the successful containment of the pandemic in most regions of the world and the much higher vaccination cadence, strong growth is expected in the second half of the year. The global increase in industrial activity continued in April, reaching the highest level in 10 years with a Purchasing Managers’ Index of 55.8. The recovery momentum of the…

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Press Release: Belvoir Capital AG and Speedlab AG Initiate Strategic Partnership

Press Release: Belvoir Capital AG and Speedlab AG Initiate Strategic Partnership

04/22/2021 – Belvoir Capital AG and Speedlab AG are launching a strategic partnership in the develop-ment of new investment solutions that are managed solely on the basis of Artificial Intelli-gence (AI). By expanding the investment approach with the help of AI, both companies expect a signifi-cantly improved risk-return ratio in the management of investments in all asset classes. Together, they…

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News: Crypto Flash Crash

News: Crypto Flash Crash

04/20/2021 – Crypto market flash crash – Bitcoin drops over 15%, Ethereum drops over 20% Belvoir Crypto Alpha Strategy protects assets and generates positive returns +0.44% After a run-up in prices last week, cryptocurrencies experienced a sharp correction over the weekend. Bitcoin dropped 15% and Ethereum dropped over 20% from their recent highs. The move was enlarged by an overnight…

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