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…
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…
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…
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.
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…
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…
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…
04/13/2021 – The high expectations for growth in the global economy rest on the US and China. Europe is lagging behind as the $750 billion reconstruction program continues to be delayed, the third wave of the coronavirus remains rampant, and the vaccination process falls short of expectations. Read more in the current Macroeconomic Comment, written by Peter von Elten.
03/31/2021 – Just over a year ago, we were in the middle of a severe correction of the markets due to the Corona crisis. At that time, no one knew what impact this would have on all of us. Back then, the question was if or when deflation would follow and how the world could get out of this pandemic.…
Have you seen it yet? In the Family Office Special of the current Finanz und Wirtschaft, you will find an interview with our CEO Steffen Bauke on page 6 about sustainable investing in times of negative interest rates, digitalization and crypto. You can read the full Family Office Special free of charge here (German version only).
