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Strategy Update 4th Quarter 2020

Strategy Update 4th Quarter 2020

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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Macroeconomic Comment: Global Economy Under the Spell of Government Support Programs

Macroeconomic Comment: Global Economy Under the Spell of Government Support Programs

10/10/2020 – Government support programs and an extremely expansive monetary policy continue to dominate the current economic trend. Only once the state subsidies phased-out and economies resume more market-based structures, will it be possible to assess more reliably the impact of the pandemic on the future course of the economy. Only then will the development of corporate debt, the volume…

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Strategy Update 3rd Quarter 2020

Strategy Update 3rd Quarter 2020

09/30/2020 – Fiscal and monetary policy will support the economy in the coming quarters and years, but there are still serious disruptive factors. The trade conflict between China and the US continues to intensify, the course of US policy after the election in November has not yet been decided, the Brexit has not yet been settled by the end of the year and…

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Macroeconomic Comment: Abe leaves behind a stronger and more open-minded Japan despite disappointments

Macroeconomic Comment: Abe leaves behind a stronger and more open-minded Japan despite disappointments

09/30/2020 – Shinzo Abe took over Japan as Prime Minister almost eight years ago as a despondent country, while in the early 1990s, it was celebrated as a successful and technologically advanced economic power, but after the bursting of the real estate and stock market bubble it experienced more than two decades of stagnation with recurring deflationary phases. Abe set out…

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Patricia Kopp joins the executive committee of Belvoir Capital AG as Head of Risk and Compliance

Patricia Kopp joins the executive committee of Belvoir Capital AG as Head of Risk and Compliance

07/23/2020 – With Patricia Kopp, Belvoir Capital has successfully gained a very experienced and competent person. As of July 2020, Patricia Kopp has taken over the position of the Chief Risk & Compliance Officer at the multi-family office Belvoir Capital AG. Simultaneously, she joins the executive committee of the Zurich-based asset manager. Steffen Bauke, CEO of Belvoir Capital, is delighted…

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It’s (only) half time

It’s (only) half time

07/16/2020 – “It’s (only) half time,” is the title of our current market assessment. Measures to contain the pandemic are being eased noticeably in the industrialized countries and the hustle and bustle in the shopping streets and excursion destinations is taking on dimensions reminiscent of the pre-crisis period. The capital markets also seem to have digested the consequences of the…

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Statement by Belvoir Capital AG on the coronavirus situation

Statement by Belvoir Capital AG on the coronavirus situation

03/17/2020 – The coronavirus and the associated disease COVID-19 are widespread; they influence our daily life, both privately and professionally. Since midnight yesterday, the “extraordinary situation” according to Art. 7 of the Epidemics Act has been in force in Switzerland. This enables the Federal Council to quickly order and implement the measures it considers necessary to protect the population nationwide.…

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