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Strategy Update 2nd Quarter 2022

Strategy Update 2nd Quarter 2022

06/30/2022 – What kind of first half year did we have to endure? The worst first six months in 50 years! Many spoke of a “perfect storm” that has been brewing over the last few months. War in Europe, commodity prices, especially energy prices, through the roof, huge problems in the supply chains (because of China’s zero-covid strategy), inflation at…

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Fund Facts: June 2022 Update – Belvoir Global Allocation II Universal

Fund Facts: June 2022 Update – Belvoir Global Allocation II Universal

06/30/2022 – Will the bad first half-year now be followed by a good one? Innumerable future developments – deflationary tendencies are possible Belvoir Global Allocation II Universal Fund records a minus of 5.9% in June June was another tough month on the stock market. Although there were occasional signs of stabilization, the American indices still closed the month with a…

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#1 Belvoir Capital Crypto-Talk: BLOCK#CHANGE

#1 Belvoir Capital Crypto-Talk: BLOCK#CHANGE

3105/31/2022 – Looking at Blockchains form different points of view this was the goal of our #1 Belvoir Capital Crypto-Talk – BLOCK#CHANGE. Our top speakers helped us reaching this goal so many thanks to: Stephan Erni, Partner at Bain & Company, Aroosh Thillainathan, CEO at Northern Data AG, Fardad Zand, CEO at Wisdomise AG, Ioannis Poimenidis, CEO at SpeedLab AG,…

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