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    Year End ’24 Reading List
    Market Compass November 24 –
    Investors under the spell of the US elections
    Zug-based asset manager Tramondo strengthens its team with two experienced wealth management specialists
    Market Compass October 24 –
    China and Powell send markets higher
    Market Compass September 24 –
    Not for the faint of heart…
    Market Compass August 24 –
    Taking a Break in Silicon Valley
    Market Compass July 24 –
    All about AI
    Summer ’24 Reading List
    Market Compass 06/24 –
    Financial Markets on a High (again)
    Market Compass 05/24 –
    From “Buy the Dip” to “Sell the Rally”
    Market Compass 04/24 –
    Easter rally in equity markets
    Market Compass 03/24 –
    Persistent inflation fails to crash the party
    Market Compass 02/24 –
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    Year-end reading list ’23
    Tramondo Navigator 2024
    Fixed income and equity markets in the US perform strongly during a monetary policy pause
    Market Compass 11/23 –
    Earnings season does not (yet) reverse the trend
    The average stock in the US S&P 500 Index has gained only 1.8% since the beginning of the year
    Market Compass 10/23 –
    Rising interest rates burden equity markets
    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
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    Equity expert Benedikt Popp joins the company as Senior Portfolio Manager
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    Summer ’23 reading list
    Tramondo accepts Citywire’s TOP 50 IAMs 2023 award
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    NEW – Market Compass 05/23
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    Year-end reading list ’22
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    Book Club – The Hard Thing About Hard Things
    The market is not the economy – follow the leaders
    Senior Relationship Manager, 80-100% (w/m)
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    Summer ’22 reading list
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    Tramondo Quarterly (Q2 2022)
    Use accumulation volume to find powerful stocks
    Book Club – The Almanack of Naval Ravikant
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    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)
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    Defensive global equity strategy with active risk management

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    Tramondo Dynamic Equity Europe (UCITS)

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    Tramondo Premium Equity Selection (UCITS)

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    Tramondo Credit Opportunities (UCITS)

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Market Compass 11/23 –
Earnings season does not (yet) reverse the trend

13/11/2023

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 asset classes cash, bonds, equities and alternative investments, as well as a short market outlook
  • Did you know that fixed income and equity markets in the US perform strongly during a monetary policy pause?

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

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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.

 

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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.

 

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