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Quarterly Investment Letter Q3 2025
Rückblick - Sanfter Anstieg auf neue Höchststände Die vergangenen drei Monate waren geprägt von einem ungewöhnlich niedrigen Mass an...
3. Okt.


Quarterly Investment Letter Q2 2025
Review - Rollercoaster Markets in the 2nd Quarter Nachdem wir einen der schnellsten Bear Markets der Geschichte erlebt hatten, bei dem...
9. Juli


Quarterly Investment Letter Q1 2025
The anxiously awaited ‘Liberation Day’ has shaken world financial markets and the US dollar has sold off like rarely ever before. Sceptics are afraid that the higher-than-expected new tariffs, announced by the White House, will temper growth around the world and counter-tariffs by US trading partners will most likely contaminate international relations even more. Growth and inflation outlooks have been negatively impacted any several large banks are now forecasting a recessio
20. Juni
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