News

News Flash: Crisis in the US financial market

News Flash: Crisis in the US financial market

03/13/2023 – The Fed is trying to prevent bank runs in the US by guaranteeing customer deposits at SVB respectively all other banks. It will also lend to banks to secure customer deposits against government bonds or other securities. Sectors to suffer most are technology, private equity and real estate. Markets will remain volatile and flight to quality continues. Actually…

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International Women’s Day

International Women’s Day

08/03/2023- A great team is always behind the success of a company. We are proud to have such great women enriching and driving our business. Thank you for your creativity, inspiration and daily commitment to making a difference together. We wish you all the best on International Women’s Day!

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Market Update February 2023

Market Update February 2023

03/02/2023 – At the beginning of the month, the S&P 500 and the Nasdaq in the US crossed the important 200-day line, but inflation and labour market figures in mid-February led to disillusionment. The global economy is proving to be more robust than expected at the beginning of the year, not least thanks to the opening up of China. In…

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Funds Facts: February 2023 Update – Belvoir Global Allocation Fund

Funds Facts: February 2023 Update – Belvoir Global Allocation Fund

02/28/2023 – Consolidation in the second half of February due to renewed concerns about inflation. On the fixed income side, we continue to favor high quality corporate bonds with a medium duration. We have slightly increased our equity allocation, which currently stands at 74.25%. Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the…

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Market Update January 2023

Market Update January 2023

02/02/2023 – Things don’t always turn out the way you think. Contrary to the expectations of many market participants, the markets performed very well in January. This was the best start to the year in many years. The reasons? Falling inflation rates, thanks in part to further declines in energy prices, a much more resilient economy than had been feared,…

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Fund Facts: January 2023 Update – Belvoir Global Allocation II Universal

Fund Facts: January 2023 Update – Belvoir Global Allocation II Universal

01/31/2023 – Contrary to the expectations of many market participants, January showed distinctly positive market developments. Targeted adjustments were made to the fund to generate alpha. The Belvoir Global Allocation II Universal Fund recorded a rise of 5.4% in January. At the end of January, the fund’s equity ratio was around 62.2% net, after hedging. Read more about the Belvoir…

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Macroeconomic Comment: Recession fears recede

Macroeconomic Comment: Recession fears recede

01/27/2023 – Europe – The first weeks of the new year have brought positive surprises. Continued falling inflation rates, declining energy prices and the astonishingly rapid and complete lifting of China’s Covid-19 restrictions – these have all contributed to a more positive assessment of the global economy and boosted market outlooks. The fear of a European energy crisis has dissipated,…

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