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

    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 –
    US equity markets heading to new highs
    Market Compass 01/24 –
    Falling bond yields make for an euphoric end to the year
    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
    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
  • Funds

    Equity Funds

    Equity

    Tramondo Dynamic Equity Opportunities (UCITS)

    Defensive global equity strategy with active risk management

    Equity

    Tramondo Dynamic Equity Opportunities (UCITS)

    Defensive global equity strategy with active risk management

    Equity

    Tramondo Dynamic Equity Europe (UCITS)

    Defensive Europe equity strategy with active risk management

    Equity

    Tramondo Dynamic Equity Europe (UCITS)

    Defensive Europe equity strategy with active risk management

    Equity

    Tramondo Premium Equity Selection (UCITS)

    Global equity portfolio offering exposure to structural trends

    Equity

    Tramondo Premium Equity Selection (UCITS)

    Global equity portfolio offering exposure to structural trends

    Fixed Income Funds

    Fixed Income

    Tramondo Defensive Income (UCITS)

    Access to the global universe of high quality corporate and government bonds

    Fixed Income

    Tramondo Defensive Income (UCITS)

    Access to the global universe of high quality corporate and government bonds

    Fixed Income

    Tramondo Credit Opportunities (UCITS)

    Cost-efficient and simple access to the most exciting investment ideas in the bond market

    Fixed Income

    Tramondo Credit Opportunities (UCITS)

    Cost-efficient and simple access to the most exciting investment ideas in the bond market

  • Contact

Tramondo Navigator 2024

18/12/2023
Highlights of the current edition

Transitioning to a new normal

We are pleased to count you among our Navigator readers. The highlights of this edition are:

  • Insights into the IMF’s growth projections for 2024 and explore our analysis of potential economic headwinds and their implications for global growth.
  • Anticipated challenges and opportunities in equity markets for 2024, including our perspective on specific sectors.
  • Why we believe high-quality bonds will be a standout investment in 2024, offering an attractive risk-return balance in a potentially softer global economy.
  • Our top investment themes for 2024 and our view on potential safe havens in a challenging 2024 market.
  • Why we stress the importance of fundamental analysis and quality investments in an economic environment transitioning to a new normal with potentially higher inflation and interest rates.

Please click here for more details on our robust investment strategies and their performance in the current environment.

Download here

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)