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Macroeconomic Comment: Global Economic Recovery

Macroeconomic Comment: Global Economic Recovery

02/16/2020 – The significant economic recovery expected for this year will be delayed by several weeks because the second and in some cases third wave of the pandemic will lead to longer-lasting restrictions while virus mutations are urging a cautious reopening. Nevertheless, the International Monetary Fund (IMF) has revised its growth forecast for the global economy slightly upwards to 5.5%…

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Belvoir Capital AG joins Innoterra with Its Clients

Belvoir Capital AG joins Innoterra with Its Clients

02/05/21 – Belvoir Capital AG joins Innoterra, the world’s first true impact agri-foodtech platform, with its clients. Innoterra is a food and technology platform company that is represented in 14 countries and provides services to 65,000 farmers. It offers services that empower smallholder farmers, mid-sized farms and other platform partners through improved access to information, data, infrastructure, people, markets and…

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Macroeconomic Comment: Prospects for the Global Economy at the Start of the New Decade

Macroeconomic Comment: Prospects for the Global Economy at the Start of the New Decade

01/22/2021 – Most economists and financial experts are unusually unanimous in forecasting a strong upturn in the global economy for the current year, which the financial markets have already anticipated with record levels of stock indices. The prerequisite is the successful containment of the pandemic through an extensive vaccination program. Read more in the Macroeconomic Comment of January 2021 by…

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Macroeconomic Comment: Thoughts for the New Year

Macroeconomic Comment: Thoughts for the New Year

12/30/2020 – At the end of 2019, I summarized my thoughts on the topic of “limits”, which we may have already reached or already overstretched: limits to growth, debt, environmental pollution, monetary policy, and globalization. For years, it has been apparent that we can only achieve economic growth with rapidly growing government debt, with over-exploitation of our planet, with massive…

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Belvoir Capital AG Enters the Digital World with Belvoir Direct

Belvoir Capital AG Enters the Digital World with Belvoir Direct

12/03/20 – The Zurich-based multi-family office Belvoir Capital AG is launching its digital platform Belvoir Direct in cooperation with the Fintech company Fintexlab in Munich and Hypothekarbank Lenzburg. Through Belvoir Direct, Swiss residents can compare the best asset managers in Switzerland and invest in their funds easily and quickly. The product is web-based and available as an app through the…

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Strategy Update

Strategy Update

10/28/2020 – In our strategy update as of September 30, 2020, we pointed out the disruptive factors that we believe will shape the fourth quarter on the capital markets. In addition to the U.S. presidential election and the negotiations between the European Union and the United Kingdom, we have defined the second wave of the pandemic that is rolling over Europe…

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