Home Office –
Current Situation

Dear clients, we all have been caught in a demanding situation within the past days and weeks, which is alarming and does test even long-lasting and trusting relationships. There are many urgent questions yet to be answered. For your and our safety and health we switched our working model completely to home office within the …

Experiment Great Britain

On January 31st 2020 Great Britain left the European Union after 47 years of membership. Exactly at 11:00 p.m. local time the party started. The bells of Big Ben were prohibited as well as fireworks. Everywhere the Union Jack. People celebrating. The EU members were reduced from 28 to 27 countries. The deviation from EU …

Positive Performance – Strategic Income Fund

Also last year showed a positive result with a plus of 3,02%. Especially income strategies were facing a challenging environment with such low interest rates. It’s a real challenge to achieve positive returns with low risk. That’s why we are happy about these positive results after fees. Volatility in May 2019 especially in High Yield …

Enhancement of our team

Since mid-January, we are happy to have a new team member. Georg Mauser joined us with his knowledge and expertise to enhance our team. As Relationship Manager he will strengthen our client relationship management as well as the acquisition process. In addition, he brings valuable input for our investment committee. Besides long-lasting experience in banking, …

Strategic Income Fund – Update

This year was again a good year for equity investments and one should guess that investors are jubilating. The upword trend has not been a smooth one. S&P 500 Index showed corrections between 4 % and 7 %. Many investors are not or only partly invested. Only few investors participated from the whole YtD move. …

Market Monitor 4/2019

Economic growth is slowing, inflation is low and the labour market remains robust. The central banks remain unchanged in their loose monetary policy until the economic data demands new steps. The quarterly reports were mostly positive and exceeded the low expectations. Stock valuations are elevated in the US and slightly above the long-term average. They …

Market Monitor 3/2019

The US bond market shot up due to surprisingly poor economic data and led to an inverse US yield curve (long bond yields lower than short bonds). An inverse US interest rate curve has historically led to a recession in the US 15 months later. However, there were exceptions where a recession did not occur. …

Market Monitor 2/2019

China worries about the job market and wants to boost the economy with fiscal impulses. Europe is weakening more than expected in the wake of China and Italy is even falling into recession. The US is doing relatively well with a continued robust labour market and good consumer sentiment. The FED confirms that, taking into …