12.08.2024 No major corrections in the stock markets after 7 months. U.S. growth is expected to slow, leading to rate cuts. We increased our equity allocation to 71.7%. Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the fund manager Mauro Tempini.
12.08.2024 – Correction in sight – trend break at the end of July? U.S. Economy cooling down – rate hikes too late? AI and tech falter – consolidation underway Belvoir Global Allocation II Universal Fund lost -1.0% in July, stands YTD at +5.3% Read more about the Belvoir Global Allocation II Universal Fund in the Monthly Update, written by the…
10.07.2024 The second quarter was favorable for investors, particularly in the US due to declining inflation rates and strong corporate earnings. Europe lags behind due to political uncertainties and lower innovation, making investments in the US technology sector essential. Read more in the Strategy Update from the 2nd quarter 2024. For further information, we are at your disposal in personal…
10.07.2024 While the ECB executed its first rate cut since 2019, the Fed left the key interest rate unchanged. Optimism was fuelled by the latest US inflation report. We have reduced our equity allocation to 55.8%. Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the fund manager Mauro Tempini.
10.07.2024 – June remained positive – when everyone waits for a correction, it usually doesn’t come Interest rates in the US remain high – Europe weakens AI and Tech as evergreens – only a few stocks drive the indices in the US Belvoir Global Allocation II Universal Fund achieved +1.3% in June and is at +6.4% YTD Read more about…
08.05.2024 The stock markets consolidated in April. The development of interest rates in the USA and the EU played an important role. We reduced our equity allocation to 52% at the beginning of April and then increased it to 68%. Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the fund manager Mauro Tempini.
08.05.2024 – Inflation more stubborn than anticipated – the FED might delay interest rate cuts or even raise them. Rotations in the stock markets – market breadth diminishes, stock picking becomes important. Earnings season – both positive and negative surprises. Volatility is on the rise again – the bull market enters its mature phase. The Belvoir Global Allocation II Universal…
09.04.2024 Review – Nvidia’s growth drives the markets Investors can look back on a very good first quarter. Constructive growth forecasts from companies and a rather cautious tone from central banks ensured an extremely pleasing first quarter on the stock markets. Above all, incredible increases in sales and record earnings from chip manufacturer Nvidia stimulated the markets. All shares related…
09.04.2024 Record highs on the stock markets US monetary policy in the electoral turmoil Equity allocation increased to 64.43% in March Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the fund manager Mauro Tempini.
09.04.2024 – Interest rates rise at the long end – FED will probably cut less and later SNB starts rate cuts – which central bank will follow next? Robust stock markets – but tech stocks are losing momentum Stock picking was the order of the day – not all sectors continue to perform well Belvoir Global Allocation II Universal Fund…
