Market Monitor 6/2018

Particular caution is required! The global economy continues to grow positively despite regional slowdowns. Rising inflation is within the target of 2%, so that the pragmatic normalization of monetary policy can continue. The unemployment rate is falling and in some places even full employment prevails. Corporate earnings for 2018 are expected to grow at a …

Market Monitor 5/2018

The investors seem to believe in the good deals that the US will achieve in the various negotiations. In May, the S & P500 rose + 2% while the SMI, ESTX50, NIKKEI 225, Hang Seng and IBOVESPA fell between -1% and -11%. The elections in Italy created additional uncertainty. The EUR lost almost 4% against …

Strategic Income Fund – Update

We have got a sell signal on February 12th. Now 100 % of our assets are invested in the money market and therefore we are protected against price fluctuations. As our investments are in USD we get right now quite good interest rates. We were invested for almost the whole year 2017 and achieved after …

Market Monitor 03/2018

The rhetoric in the US trade dispute against the world is aggressive. The ongoing negotiations in the background, are generally described as constructive and attune all sides optimistic. However, the Chinese do not want to let Trump walk over them easily. They have the possibility and the will to stand up to the US economically …

Do the signs ahead point to storm?

Capital investments in stormy times Quick money earned without taking a decent risk is not possible. The year 2018 started in equity markets with a dynamic up wind. It looked like the markets only know one direction – to the upside, based on continuous positive economic figures, better than expected earnings figures and a still …

Excellent monthly result

Strategic Income Fund with an excellent monthly return of 1,10 % in September. Year to date performance plus 4,58 %. Our indicators have correctly kept us fully invested this year in face of numerous warnings by others that a market correction is overdue. We still have any evidence to change our bullish outlook. Fact is …

Market Monitor
05/2017

«The Trend is your Friend» Equity markets started with a positive basic sentiment into 2017. Satisfying economic and company figures, which were mainly above expectation, and an interest environment, which gives nearly no alternatives to equities, are the basics for this positive trend. The US market led the trend during the first three months of …