We are currently looking for an employee in the Operations & IT team / deputy of the Compliance and Risk Officer. Please see the job description (DE only) for details. Are you interested? Please send your complete application documents by e-mail to weintraub@belvoircapital.com or by post to Belvoir Capital AG, Beethovenstrasse 9, CH-8027 Zurich. We look forward to hearing from…
01/05/2022 – The year 2021 was dominated by the start-up of vaccination programs, fiscal aid packages, still very loose central bank policies, and strong earnings growth. These factors led to an extremely pleasing year for equities, with earnings momentum slowing in the second half of the year. From September onwards, fears of interest rate hikes, very high inflation and new…
01/05/2022 – An eventful year 2021 says goodbye; a year that was once again primarily characterized by Covid-19, fiscal aid packages, a still very generous central bank policy, as well as emerging rising inflationary tendencies in many countries. However, it was also a year of increasingly established cryptocurrencies and their underlying blockchain technology. Cryptocurrencies had another record year in 2021…
01/05/2022 – The Belvoir Global Allocation Fund is now managed by Mauro Tempini, CIO of Belvoir Capital Adjustment of the fund’s orientation and reduced equity exposure Risk of economic slowdown due to the new omicron variant Assumption of lower corporate earnings in 2022 compared to 2021 In December, the Belvoir Global Allocation Fund was up 2.31% in EUR and 1.84%…
01/05/2022 – The DeFi Income Strategy ETI represents a smart and unique investment, delivering very steady returns with almost no volatility DeFi Income Strategy ETI ends its first quarter up 0.4% Crypto DeFi market size stays around 250 billion USD despite lower crypto prices Daily trading volumes on decentralized exchanges now stands at around 5 billion USD Our custodian Fireblocks…
01/05/2022 – Crypto Alpha Strategy ETI retraces 8.5% in December and closes the year up 8.0% since issuance in April 2021 Bitcoin and the broad market sold off massively on December 4th with daily losses above 20%, mainly on inflation fears and economic impact from the Omicron variant Central banks around the world announce progress on initiatives on central bank…
01/05/2022 – A very strong stock market year, driven by individual stocks Tesla exceeds all expectations Belvoir Global Allocation II Universal Fund returns +1.0% in December The stock market month of December was characterized by strong rises until mid-month, whereupon these gains were almost completely sold off again within the following sessions. The reason for the high volatility is simple:…
12/07/2021 – Omicron variant spooks markets S. Initial Jobless Claims plunged to the lowest levels since November 1969 The Belvoir Global Allocation Fund flat in EUR (-0.03%) and down in CHF (-1.62%) in November Read more about the Belvoir Global Allocation Fund in the Monthly Update written by the fund manager, David Klingenbeck, CFA.
12/07/2021 – The DeFi Income Strategy ETI represents a smart and unique investment, delivering very steady returns with almost no volatility DeFi Income Strategy ETI starts climbing uphill in second month after its debut The current crypto DeFi market situation had a mixed impact on our strategy Trading volumes on decentralized exchanges near USD 100bln in November Metaverse and Gaming…
12/07/2021 – An initially quiet month shows increasing volatility towards the end of the month Profit taking on Tesla, after +70% performance Belvoir Global Allocation II Universal fund records +1.1% in November Read more about the Belvoir Global Allocation II Universal Fund in the Monthly Update, written by the fund manager Fabian Schenkel, Msc.
