13.12.2024 Positive US stock markets in November, sideways to even negative stock markets in Europe Higher bond yields after the election of Trump have returned to normal levels Reduced equity exposure with stronger weighting in Swiss equities November returns: 2.5% in the EUR tranche and 2.3% in the CHF tranche Read more about the Belvoir Global Allocation Fund in the…
13.12.2024 – November – Markets Influenced by Trump’s Election Europe: Weak and Weaker Sector Rotation: Once Again, a Major Reshuffle Inflation: Is the Ghost Returning? Interest Rates: Yields Rising at the Long End – Is Something Brewing? Belvoir Global Allocation II Universal Fund gained +4.3% in November, now +10.9% YTD Read more about the Belvoir Global Allocation II Universal Fund…
10.12.2024 Swiss Wealth Management boutiques Alasia and Belvoir Capital join forces and announce their merger. Alasia SA and Belvoir Capital AG are delighted to announce their merger. With this merger both companies make a strategic step to strengthen the offering as wealth manager and multi-family investment office. • Belvoir Capital is an independent manager of collective assets and a multi-family…
08.11.2024 Ongoing deceleration in global industrial output US labor market dynamics continue to influence rate outlook Equity allocation adjusted following the sale of Danaher Corp. Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the fund manager Mauro Tempini.
08.11.2024 – October – first minor correction since April USA – after one election comes the next, Trump must deliver Equity reporting season – mixed results, a disrupted market Interest rates – yields are rising on the long end, is something brewing? Belvoir Global Allocation II Universal Fund lost –1.5% in October, now up + 6.3% YTD Read more about…
08.10.2024 After an exceptionally good first half of the year in the markets, the third quarter was more subdued but also more volatile. At the beginning of August, an unexpectedly weak labor market report in the US, coupled with the unwinding of carry trades in Japan… Read more in the Strategy Update from the 3rd quarter 2024. For further information,…
08.10.2024 Global slowdown in the industrial sector US labor market remains the focus of interest rate developments We have increased our equity allocation slightly to 71.85% Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the fund manager Mauro Tempini.
08.10.2024 – September – things often turn out differently than expected! USA – Interest rate turnaround has begun, soft landing likely Sector Rotation – Defensive sectors continue to perform Belvoir Global Allocation II Universal Fund gained +0.8% in September and is up +7.9% YTD Read more about the Belvoir Global Allocation II Universal Fund in the Monthly Update, written by…
16.09.2024 Growth in the U.S. will slow down, favoring interest rate cuts. We have slightly reduced our equity allocation to 68.8% Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the fund manager Mauro Tempini.
16.09.2024 – August – Volatility Rises, the Market is Searching for Direction U.S. Economy slows down – Interest Rate turnaround expected in September Sector Rotation – defensive sectors celebrate revival Belvoir Global Allocation II Universal Fond gained +1.7% in July and is at +7.1% YTD Read more about the Belvoir Global Allocation II Universal Fund in the Monthly Update, written…
