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Market Compass editions, the annual Navigator, articles, press releases and reading lists, newest first.
Reading list · 19 Dec 2023
Year‑end reading list '23
14 December 2023
Navigator · 18 Dec 2023
Tramondo Navigator 2024
Highlights of the current edition
Market note · 28 Nov 2023
Fixed income and equity markets in the US perform strongly during a monetary policy pause
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 …
Market Compass · 13 Nov 2023
Market Compass 11/23 - Earnings season does not (yet) reverse the trend
Earnings season does not (yet) reverse the trend
Market note · 6 Oct 2023
The average stock in the US S&P 500 Index has gained only 1.8% since the beginning of the year
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 …
Market Compass · 6 Oct 2023
Market Compass 10/23 - Rising interest rates burden equity markets
Rising interest rates burden equity markets
Market note · 15 Sep 2023
Delinquencies in the US credit business have risen gradually over the last 18 months
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 …
Market Compass · 5 Sep 2023
Market Compass 09/23 - Global equity markets take a breather
Global equity markets take a breather
Market note · 18 Aug 2023
Long‑term bonds offer attractive returns after the end of a monetary tightening cycle
In view of the advanced stage of the monetary and economic cycle, we currently consider high-quality government and corporate bonds with longer maturities to be an attractive investment opportunity.
Market Compass · 10 Aug 2023
Market Compass 08/23 - No summer fatigue on equity markets
No summer fatigue on equity markets
Press release · 2 Aug 2023
Equity expert Benedikt Popp joins the company as Senior Portfolio Manager
ZUG, 2nd August 2023: Tramondo Investment Partners AG ("Tramondo") announces that Benedikt Popp has joined the company as a Senior Portfolio Manager. In this role, the renowned expert will be …
Market Compass · 10 Jul 2023
Market Compass 07/23 - Strong end to an euphoric half‑year
Strong end to an euphoric half-year
Reading list · 5 Jul 2023
Summer ’23 reading list
Enjoy the serenity of summer with a reading trip tailored to the bright minds of finance. This year, we’re weaving a story about entrepreneurship, psychology, invention, and triumph.
Recognition · 8 Jun 2023
Tramondo accepts Citywire's TOP 50 IAMs 2023 award
Our Portfolio Manager, Manuel Bolliger, accepted Citywire's "TOP 50 IAMs 2023" award on behalf of Tramondo Investment Partners at the awards ceremony in Interlaken, Switzerland.
Market Compass · 6 Jun 2023
Market Compass 06/23 - Semiconductor stocks on a high
Semiconductor stocks on a high
Market Compass · 11 May 2023
NEW - Market Compass 05/23
Stock markets defy the odds
Market Compass · 6 Apr 2023
Tramondo Quarterly (Q2 2023)
Highlights Of The Current Edition Q1 2023 saw a significant turnaround for global equity markets, despite the downfall of Silicon Valley Bank and the merger between Credit Suisse and UBS. China’s …
Recognition · 29 Mar 2023
Tramondo named one of Switzerland's top 50 asset managers
We're thrilled to announce that Tramondo Investment Partners has been named one of Switzerland's Top Independent Asset Managers for 2023 by the renowned media house Citywire Switzerland! This marks …
News · 8 Mar 2023
Tramondo Dynamic Equity Europe turns 1
Celebrate with us!
Press release · 14 Jan 2023
Tramondo joins the alliance of swiss wealth managers
ZUG, 9. Januar 2023:
Navigator · 16 Dec 2022
Tramondo Navigator 2023
Highlights of the current edition Finding a new equilibrium After a financial market rollercoaster ride this year, investors will face many challenges heading into 2023. How we think financial …
Reading list · 2 Dec 2022
Year‑end reading list '22
2 December 2022
Market Compass · 11 Oct 2022
Tramondo Quarterly (Q4 2022)
Highlights Of The Current Edition We strongly believe that financial markets and the real economy will have to cope and live with higher inflation – in 2022 and beyond. However, in the short-run, we …
Reading list · 9 Sep 2022
Book Club - The Hard Thing About Hard Things
“Embrace the suck”