07/31/2022 – It’s the year of extremes – best start to Q3 since 1980. Positive corporate figures fuel the markets. Belvoir Global Allocation II Universal Fund records an increase of 6.9% in July. Somehow, it is the year of extremes: The worst half-year since 1928 was followed by the best start into the third quarter since 1980 and the strongest…
07/31/2022 – Central banks raise interest rates again and is well received by the capital markets. We increased the equity ratio again in the course of July. As of July 31, this ratio was 68.2% (previous month 61.4%). In July, the Belvoir Global Allocation Fund was up 6.43% and is down 16.29% year-to-date, both figures in EUR. Read more about…
07/27/2022 – The global economy remains in the grip of further rises in inflation, forcing central banks to take more significant interest rate steps. The still existing after-effects of the pandemic in the form of distortions in the global supply and demand structure are again exacerbated by the distortions in the energy and food sectors as a result of the…
06/30/2022 – What kind of first half year did we have to endure? The worst first six months in 50 years! Many spoke of a “perfect storm” that has been brewing over the last few months. War in Europe, commodity prices, especially energy prices, through the roof, huge problems in the supply chains (because of China’s zero-covid strategy), inflation at…
06/30/2022 – Will the bad first half-year now be followed by a good one? Innumerable future developments – deflationary tendencies are possible Belvoir Global Allocation II Universal Fund records a minus of 5.9% in June June was another tough month on the stock market. Although there were occasional signs of stabilization, the American indices still closed the month with a…
06/30/2022 – Central banks raise interest rates and thus burden capital markets In the course of June, we reduced the equity quota yet again. As of June 30, this ratio is 61.4% (previous month 68.4%) In June, the Belvoir Global Allocation Fund was again down 5.1% and is down 21.3% year-to-date, both fig-ures in EUR Read more about the Belvoir…
05/31/2022 – Difficult quarter on the markets so far How will the FED continue to act? Belvoir Global Allocation II Universal Fund records -2.0% in May So far, it has been a difficult quarter for market participants and any nascent hopes of stabilisation were repeatedly dashed in recent weeks. Strongly positive days were immediately followed by sell-offs – the volatility…
05/31/2022 – In April and May, we saw six or seven negative weeks in a row, especially for the major US stock indices This constellation has not been seen for more than a decade In the course of May, we again reduced the equity quota and as of May 31, 68.4% (71.9%) are invested in equities In May, the Belvoir…
05/31/2022 – In April and May, especially in the major US equity indices, we had to watch six or seven negative weeks in a row, which is nothing for stock owners with weak nerves. Crypto exchanges also entered a kind of capitulation phase, led by the bank run on one of the largest crypto ecosystems Terra (Luna) with its stablecoin…
3105/31/2022 – Looking at Blockchains form different points of view this was the goal of our #1 Belvoir Capital Crypto-Talk – BLOCK#CHANGE. Our top speakers helped us reaching this goal so many thanks to: Stephan Erni, Partner at Bain & Company, Aroosh Thillainathan, CEO at Northern Data AG, Fardad Zand, CEO at Wisdomise AG, Ioannis Poimenidis, CEO at SpeedLab AG,…
