News

Fund Facts: November 2024 Update – Belvoir Global Allocation II Universal

Fund Facts: November 2024 Update – Belvoir Global Allocation II Universal

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…

Read More

Merger of Belvoir Capital AG and Alasia SA

Merger of Belvoir Capital AG and Alasia SA

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…

Read More

Strategy Update 3rd Quarter 2024

Strategy Update 3rd Quarter 2024

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,…

Read More

Fund Facts: September 2024 Update – Belvoir Global Allocation II Universal

Fund Facts: September 2024 Update – Belvoir Global Allocation II Universal

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…

Read More

Fund Facts: August 2024 Update – Belvoir Global Allocation II Universal

Fund Facts: August 2024 Update – Belvoir Global Allocation II Universal

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…

Read More