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Market Outlook 2023

Market Outlook 2023

01/16/2023 – 2022 was a turning point, both on a geopolitical level as well as for investments. No year-end rally in December and the worst investment year since 2008. What are the lessons learned? Days of cheap money are over Diversification could not really reduce losses Consequently, both equities and bonds lost significant value at the same time (worst year…

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Strategy Update 4th Quarter 2022

Strategy Update 4th Quarter 2022

12/31/2022 – 2022 has not only been a challenge for investors. War in Ukraine, which just a year ago would have been unimaginable, inflation at a level not seen in about 30 years (mainly due to soaring energy costs), and the central banks tightening interest rates at a pace unprecedented in decades. Weakening economies in Europe and the US have…

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Fund Facts: December 2022 Update – Belvoir Global Allocation II Universal

Fund Facts: December 2022 Update – Belvoir Global Allocation II Universal

12/31/2022 – Year-end rally cancelled, tech stocks continue to suffer. Adjustments in the fund continue. Belvoir Global Allocation II Universal Fund records a minus of 5.8% in December. While the first few days of December were still positive, heightened recession concerns in the US and negative statements by ECB chief Christine Lagarde on the economy and key interest rates made…

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Funds Facts: December 2022 Update – Belvoir Global Allocation Fund

Funds Facts: December 2022 Update – Belvoir Global Allocation Fund

12/31/2022 – The stock market recovery trend did not continue throughout December. The chances of an end to tighter monetary policies were firmly rejected. ECB President Christine Lagarde has clearly signaled that further rate hikes are to be expected in the ECB’s next two meetings. Eurozone equities remain undervalued in comparison to Swiss and US equities. In December, we increased…

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Christmas event 2022

Christmas event 2022

12/08/2022 – A good team culture relies on teamwork, which lays the foundation for success. We had a successful Christmas dinner yesterday: First, an exciting guided tour with Werner Merzbacher at the Zurich Kunsthaus. He showed us his collection and told us his life story. Afterwards we enjoyed a delicious dinner at the Wolfbach Restaurant. We are proud of our…

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Market Update November 2022

Market Update November 2022

12/01/2022 – Inflation in the US appears to have peaked for the time being. This means that expectations of further significant interest rate hikes by the Fed are slowly disappearing into thin air. In November, this not only boosted the EUR, but above all the stock markets. In Europe and the US, after an initially weak stock market, we saw…

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Fund Facts: November 2022 Update – Belvoir Global Allocation II Universal

Fund Facts: November 2022 Update – Belvoir Global Allocation II Universal

11/30/2022 – Stock markets rally after Powell speech. Adjustments in the fund – first reallocations. Belvoir Global Allocation II Universal Fund records a plus of 2.5% in November. On the last trading day of the month, statements made by the Chair of the Federal Reserve, Jerome Powell, caused a veritable skyrocketing on stock exchanges, particularly for battered tech stocks. Read…

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Funds Facts: November 2022 Update – Belvoir Global Allocation Fund

Funds Facts: November 2022 Update – Belvoir Global Allocation Fund

11/30/2022 – The recovery on the stock markets continues in November. Decline in inflation causes price fireworks that could continue in December. Eurozone equities therefore remain underweighted compared to Swiss equities and US equities. We remain cautious and remain at an equity ratio of below 80%. Read more about the Belvoir Global Allocation Fund in the current Monthly Update written…

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Market Update October 2022

Market Update October 2022

11/01/2022 – What a month it was! In October, the high market fluctuations have continued. In the first two weeks of the month, especially the concerns of further rising interest rates drove the markets south. On October 13, then came the turnaround of the month. Check out the October 2022 market update from our CEO, Steffen Bauke, on YouTube.  

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