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 …

Merry Christmas &
Happy New Year 2020

We wish you and your entire family peaceful and joyful holidays. We are especially grateful for the trustful cooperation so far and are happy to accomplish you as well in 2020. For the coming New Year we wish you all the best. May it combine a lot of joy and success for you.

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 …

Challenging
financial markets 2018

Last year was one of the most challenging in the financial markets since the last financial crisis. After a friendly start, a first correction already followed in February. The recovery from end of March until May led to a more optimistic investors-sentiment as this move was supported by good economic and company figures. In June …

Strategic Income
Outlook 2019

Strategic Income Fund invests mainly into income-oriented assets in the US and international markets as well. Last year the big challenge was the FED policy of increasing interest rates. In February our investment strategy turned to risk off. We realized a little loss and stayed invested secure in the money market with the US-Dollars paying …

As a team together we are strong

Qualified, dedicated, with an excellent network Ideal client service is very important for us. This goals is only reachable with a qualified and dedicated team. The combination of expertise, loyalty and individual service quality assures you as our client to receive best high qualified advice in all financial aspects. Hence, to serve our German clients …