News

#1 Belvoir Capital Crypto-Talk: BLOCK#CHANGE

#1 Belvoir Capital Crypto-Talk: BLOCK#CHANGE

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,…

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Macroeconomic Comment: The Pillars of the Global Economy in a Nearly Synchronous Downturn

Macroeconomic Comment: The Pillars of the Global Economy in a Nearly Synchronous Downturn

05/27/2022 – The US, China, Europe as well as many emerging economies are facing slowing growth for different reasons and with varying intensity. The accumulation of geopolitical, economic and inflationary pressures is driving the global economy toward recession. At the center of this deceleration is the Ukraine war, which has imposed high humanitarian and material costs and sharply accelerated inflation…

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News Flash: Krypto Sell Off

News Flash: Krypto Sell Off

05/13/2022 – It has now been a good half year since Bitcoin reached its all-time high of around USD 69,000. Since then, not only Bitcoin but the entire crypto market has been in a so-called crypto winter, a bear market as in 2018/2019. Since Monday, the crypto market has been in a free fall. Why? Read more in the “News…

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Funds Facts: April 2022 Update – Belvoir Global Allocation Fund

Funds Facts: April 2022 Update – Belvoir Global Allocation Fund

05/03/2022 – Geopolitical uncertainties are unlikely to disappear even with negotiations between Russia and Ukraine Meanwhile, global economic growth is slowing and historically high inflation is forcing the U.S. Federal Reserve (Fed) to adopt a more restrictive monetary policy We remain overweight Swiss equities in the global country mix as they are less cyclical In April, the Belvoir Global Allocation…

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Strategy Update 1th Quarter 2022

Strategy Update 1th Quarter 2022

04/05/2022 – When politics or ideologies and no longer economic facts or rational economic thinking dominate the markets, things get difficult. A longer-term investment horizon and a clear assessment of one’s own risk capacity are then indispensable. Investors repeatedly make the mistake of buying or selling stocks pro-cyclically. Timing is quite difficult. Panic and greed are bad advisors. With regard…

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