Q4 2019
Tramondo Quarterly (Q4 2019).
Highlights of the current ISSUE
Published 17 October 2019By Investment TeamReading time 1 minAlso in German Marktkompass
- We experienced difficult summer months with elevated volatility spiced up by trade war headlines
- Global growth is expected to rebound towards year-end
- In such an environment, we expect risky assets to perform well in the last quarter of 2019
- We are constructive on real assets for which we see further tailwind thanks to supportive monetary stimulus
- While the environment stays favourable for global equites, downside risk management will be the most important factor in the next months
- We stick to a strategic position in gold and would even increase exposure in sharp dips
01
The full edition
01 / 03
Read the full Market Compass. Q4 2019.
Our in-depth outlook with scenarios, risks and positioning, as published: the edition as a PDF, in English and German.
- Market Compass, Q4 2019PDF · English
02
By e‑mail
02 / 03
Get the Market Compass by e‑mail
Every month, in English or German.
03
Previous editions
03 / 03
Previous editions
Market Compass · 10 Jul 2019
Tramondo Quarterly (Q3 2019)
Highlights of the current issue While the second quarter 2019 was challenging, it did not disappoint investors after allAfter a turbulent Q2, the odds are increasing, that US/China will reach a …
Market Compass · 3 Mar 2020
Tramondo Trading Update (March 2020)
Highlights of This Special Edition
Market Compass · 9 Apr 2020
Tramondo Quarterly (Q2 2020)
Highlights of the current edition