Stock Market Year 2021 –
Value or Growth?

After the strong finale on the world’s stock markets last year, we see reality and euphoria facing each other. The enormous money supply of the central banks and the large money volumes of private investors are the connection between these opposite poles. As long as the money printing machine keeps running, prices can continue to …

We wish Happy Holidays!

The turn of the year.Time for a review.Time to enjoy the moment.Time to look ahead.The time for a thank you. We wish you and your family the very best in the coming year with great health and sucess personally and professionally. May we sincerely thank you for the good cooperation and trust placed in us. …

Is the crisis over?

Looking back at the market development of April and May, one could believe that everything is fine. Markets have recovered the biggest part of the stock market correction. Many market participants roll their eyes when looking to this heavy recovery of stock markets as they are feeling every day the negative results of the Corona …

Quo vadis financial markets?

Since weeks we hear and read new numbers about the spreading of the virus SARS-CoV-2 on a daily basis and we have to live with the restrictions which come along with this exceptional situation. Financial markets showed a strong reaction to the pandemic end of February this year. This triggered a sharp price decline at …

On the way to normality

Dear clients, We have been working in home office for the last couple of weeks. Our employee’s safety is the utmost priority for us. The latest technical standards allow us to work also from distance with full connection to all our systems and programs. In addition, we stayed in touch with all your employees and …

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, …

Coronavirus – possible trigger for a crash?

2019 was a very successful year for stock market investments and helped to recover from the correction in 2018. Economic growth was shrinking and could be affected additionally from the outcome of the Coronavirus. The easy monetary police inspired equity markets during the past couple of months. Cheap money supports optimism of investors in an …