Following the most recent meetings of the leading central banks, including the Federal Reserve and the European Central Bank, it is likely that the unprecedented tightening of monetary policy in the previous quarters has ceased. From a tactical point of view, investors are currently faced with a (shorter or longer) transition period characterized by lower …
Earnings season does not (yet) reverse the trend We are pleased to count you among our Market Compass readers. The monthly publication provides interesting insights and suggestions regarding the current market environment. The highlights of this issue: A short market review of the most significant events in the past month Our tactical positioning towards the …
Market Compass 11/23 – Earnings season does not (yet) reverse the trend Read More »
While the capital-weighted S&P 500 still shows a gain of 13.1% since the beginning of the year – thanks in particular to the strong profits of the large technology companies – the equal-weighted counterpart is only up 1.8%. This index, whose members are all considered with the same weighting of 0.2%, has lost a lot …
Rising interest rates burden equity markets We are pleased to count you among our Market Compass readers. The monthly publication provides interesting insights and suggestions regarding the current market environment. The highlights of this issue: A short market review of the most significant events in the past month Our tactical positioning towards the asset classes …
Market Compass 10/23 – Rising interest rates burden equity markets Read More »
While the officially reported macro data in the US still point to solid economic momentum, first cracks in underlying fundamentals can be seen beneath the surface. The Federal Reserve’s historic campaign of interest rate hikes has massively increased lending rates over the past 18 months – with far-reaching consequences for borrowers, who are increasingly struggling …
Delinquencies in the US credit business have risen gradually over the last 18 months Read More »
Global equity markets take a breather We are pleased to count you among our Market Compass readers. The monthly publication provides interesting insights and suggestions regarding the current market environment. The highlights of this issue: A short market review of the most significant events in the past month Our tactical positioning towards the asset classes …
Market Compass 09/23 – Global equity markets take a breather Read More »
No summer fatigue on equity markets We are pleased to count you among our Market Compass readers. The monthly publication provides interesting insights and suggestions regarding the current market environment. The highlights of this issue: A short market review of the most significant events in the past month Our tactical positioning towards the asset classes …
Market Compass 08/23 – No summer fatigue on equity markets Read More »
Strong end to an euphoric half-year We are pleased to count you among our Market Compass readers. The monthly publication provides interesting insights and suggestions regarding the current market environment. The highlights of this issue: A short market review of the most significant events in the past month Our tactical positioning towards the asset classes …
Market Compass 07/23 – Strong end to an euphoric half-year Read More »
Semiconductor stocks on a high We hope you will find our new publication provides interesting insights and suggestions regarding the current market environment. On to the highlights of this inaugural English issue. A short market review of the most significant events in the past month Our tactical positioning towards the asset classes cash, bonds, equities and …
Market Compass 06/23 – Semiconductor stocks on a high Read More »
Stock markets defy the odds Note from the editor: We are delighted to introduce the Tramondo Market Compass to our valued readers. The German version, aptly called “Marktnavigator”, has existed for some time and was sent directly to Tramondo’s investors. The Market Compass is published monthly between issues of the Tramondo Quarterly. We hope you …
Die Tramondo Investment Partners AG ist eine bankenunabhängige Schweizer Vermögensverwalterin mit Sitz in Zug und der Zulassung der Eidgenössischen Finanzmarktaufsicht (FINMA) zur Tätigkeit als Vermögensverwalterin kollektiver Kapitalanlagen. Das Unternehmen ist Mitglied der Alliance of Swiss Wealth Managers.
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