swissflag

Unter Altstadt 10 - Postfach CH-6302 Zug

  • Home
  • Who we are
  • What we do

    INSTITUTIONAL CLIENTS

    INSTITUTIONAL Mandates

    Investment solutions geared to the needs of professional investors.

    fund solutions

    Actively managed European “onshore” products to the highest international standards.

    private clients

    our investment offering

    From discretionary individual asset management to holistic solutions for families.

    Family Office Services

    360-degree support reducing complexity in business and private matters.

     

  • Insights

    News

    Quarterly

    Notes from the field

    Book Club

    Videos

    Delinquencies in the US credit business have risen gradually over the last 18 months
    Market Compass 09/23 –
    Global equity markets take a breather
    Long-term bonds offer attractive returns after the end of a monetary tightening cycle
    Market Compass 08/23 –
    No summer fatigue on equity markets
    Equity expert Benedikt Popp joins the company as Senior Portfolio Manager
    Market Compass 07/23 –
    Strong end to an euphoric half-year
    Summer ’23 reading list
    Tramondo accepts Citywire’s TOP 50 IAMs 2023 award
    Market Compass 06/23 –
    Semiconductor stocks on a high
    NEW – Market Compass 05/23
    Tramondo Quarterly (Q2 2023)
    Tramondo named one of Switzerland’s top 50 asset managers
    Tramondo Dynamic Equity Europe turns 1
    Tramondo joins the alliance of swiss wealth managers
    Tramondo Navigator 2023
    Year-end reading list ’22
    Tramondo Quarterly (Q4 2022)
    Book Club – The Hard Thing About Hard Things
    The market is not the economy – follow the leaders
    Senior Relationship Manager, 80-100% (w/m)
    Tramondo Quarterly (Q3 2022)
    Summer ’22 reading list
    Tramondo Dynamic Equity Opportunities reaches important milestones
    Tramondo launches European equity strategy
    Tramondo Quarterly (Q2 2022)
    Use accumulation volume to find powerful stocks
    Book Club – The Almanack of Naval Ravikant
    What is market breadth and why is it so important?
    Tramondo Navigator 2022
    Year-end reading list ’21
    Book Club – Flash Crash
    Tramondo equity strategies approved for public distribution
    Tramondo strengthens team with two experienced investment specialists
    Should you buy Initial Public Offerings (IPOs) or is there a less “risky” option?
    Tramondo Quarterly (Q4 2021)
    Two Tramondo strategies now as UCITS structure
    Our Five Thematic Investing Rules
    Are price-to-earnings (P/E) ratios really important?
    Tramondo appoints Chief Operating Officer
    Book Club – Can’t Hurt Me
    Power Earnings Gap (PEG)
    The Longer the Base the Higher the Space
    Tramondo Quarterly (Q3 2021)
    Summer ’21 reading list
    Follow-up on Margin Debt
    The Stock Price Maturation Cycle
    Book Club – Zero to One
    Tramondo opens Zurich office
    Why we like seasonality studies
    Tramondo Quarterly (Q2 2021)
    What is the contrarian sentiment indicator telling us?
    Book club – March 2021
    Tramondo Navigator 2021
    Year-end ’20 reading list
    Book Club – Unknown Market Wizards
  • Funds
  • Careers
  • Contact

Market Compass 06/23 –
Semiconductor stocks on a high

06/06/2023

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 alternative investments, as well as a short market outlook
  • Did you know that the market breadth on Wall Street is almost as weak as it was before the dotcom crisis?

We are pleased to count you among our Market Compass readers. Do not hesitate to contact us if you have any questions about the topics discussed. We are happy to assist you with our expertise.

Download here

IN YOUR INBOX

TRAMONDO PUBLICATIONS

The Quarterly, and the Market Compass in the months betweeen. Tramondo’s take on markets, monetary policy, politics and economics. And resulting investment opportunities that successful individuals, families, and institutional investors need to be aware of today.

 

share this publication

about tramondo

Tramondo Investment Partners AG is a bank-independent Swiss asset manager based in Zug and licensed by the Swiss Financial Market Supervisory Authority (FINMA) to act as an asset manager of collective investment schemes. The company is a member of the Alliance of Swiss Wealth Managers.

 

navigation

contact

Unter Altstadt 10
Postfach
CH-6302 Zug
  • +41 41 710 76 76
  • info@tramondo.ch

social media

Youtube Linkedin Envelope

© 2023 Tramondo Investment Partners AG. All rights reserved.

 

ICH BIN AN EINEM UNVERBEINDLICHEN PORTFOLIO REVIEW INTERESSIERT

Bitte füllen Sie das untenstehende Formular aus und drücken Sie auf den ‹Senden› Knopf. 

Wir werden umgehend mit Ihnen in Kontakt treten.

Bitte füllen Sie das untenstehende Formular aus und drücken Sie auf den ‹Senden› Knopf. Wir werden umgehend mit Ihnen in Kontakt treten.

BITTE KONTAKTIEREN SIE MICH UNVERBINDLICH BETREFFEND FOLGENDER DIENSTLEISTUNG(EN)
I AM INTERESTED IN A NON-BINDING PORTFOLIO REVIEW
Please fill out the form below and press the ‘Submit’ button.
We will contact you shortly.
I AM INTERESTED IN A NON-BINDING PORTFOLIO REVIEW
Please fill out the form below and press the ‘Submit’ button.
We will contact you shortly.
Please fill in the form below and press the ‘Send’ button. We will contact you shortly.
Please contact me without obligation regarding the following service(s)