04/29/2022 – We are delighted to invite you to our Event with top speakers:“Block#Change”. Please sign up until May 18, 2022. Click here for details and the agenda.
News
05/13/2022 – It has now been a good half year since Bitcoin reached its all-time high of around USD 69,000. Since then, not only Bitcoin but the entire crypto market has been in a so-called crypto winter, a bear market as in 2018/2019. Since Monday, the crypto market has been in a free fall. Why? Read more in the “News…
05/03/2022 – Market participants face worst start to stock market year in 80 years Earnings season off to a good start Belvoir Global Allocation II Universal fund records -5.9% in April It is important to keep in mind that the Fed’s inflation target of 2% is not an upper limit, but rather a long-term average. Therefore, the recession expected by…
05/03/2022 – Geopolitical uncertainties are unlikely to disappear even with negotiations between Russia and Ukraine Meanwhile, global economic growth is slowing and historically high inflation is forcing the U.S. Federal Reserve (Fed) to adopt a more restrictive monetary policy We remain overweight Swiss equities in the global country mix as they are less cyclical In April, the Belvoir Global Allocation…
04/25/2022 – The Ukraine war will go down as a serious turning point in European post-war history. After the Ukraine war, there is the threat of a cold war with Russia and closely allied states such as Belarus. The war divides the world community into two blocs: Governments that condemn Putin as the aggressor and those that openly support Russia…
04/05/2022 – When politics or ideologies and no longer economic facts or rational economic thinking dominate the markets, things get difficult. A longer-term investment horizon and a clear assessment of one’s own risk capacity are then indispensable. Investors repeatedly make the mistake of buying or selling stocks pro-cyclically. Timing is quite difficult. Panic and greed are bad advisors. With regard…
04/05/2022 – The global economy is in a good and robust condition. It can be assumed that neither the war nor inflation will immediately trigger a global recession. The war and rising costs are weighing on record high profit margins and putting pressure on earnings per share. Investors’ reduced expectations are likely to be priced into the financial markets. No…
04/01/2022 – The recovery on the US markets, which has been ongoing since mid-March, is remarkable Tesla ignites the turbo again Belvoir Global Allocation II Universal Fund records -1.0% in March The markets were initially somewhat sobering in March. In particular, the first half of the month was characterized by high volatility and a further sell-off on the US markets.…
03/30/2022 – Citywire Switzerland and Citywire Germany‘s first #Cryptocurrencies conferences took place on 03/22/2022 in Zurich and 03/30/2022 in Munich. Steffen Bauke, CEO, and Adrian Marcu, Head of Investment Solutions, presented our #Crypto strategies at the Citywire Zurich & Munich Crypto Forum 2022 and it was great to be part of it.
03/15/2022 – The European Central Bank currently assumes that the projected growth in Europe could be corrected by up to one percent due to the turmoil of war. However, the consequences of the war are becoming more visible every day, as are the interdependencies of the sanctions. Hopes for a quick cease-fire, which arguably boosted the stock market last Wednesday,…