Tramondo Investment Partners AG – Unter Altstadt 10 – Postfach CH-6302 Zug
Our thoughts and assessments on global markets. Every quarter in your inbox.
Tramondo Investment Partners AG is the investment arm of a multi-family office group that has existed for over 40 years and is an asset manager of collective investment schemes pursuant to the Swiss Financial Market Supervisory Authority (FINMA).
Individual and efficient solutions for demanding customers. Discipline in the investment process. Transparent and fair fees. Long-term partnerships with alignment of interests.
Independent investment decisions. Transparent and liquid strategies with an attractive risk-return profile. A highly disciplined approach to risk.
14th July, 2020
Highlights of the current edition
The past quarter was very supportive for global equities and credit as central banks and governments provided enormous amounts of stimulus, and policymakers started to loosen lockdown measures.
On the back of this supportive environment, and given the brutal sell-off in the first quarter of 2020, global equity markets enjoyed a stellar comeback.
In previous economic crises, the Fed only intervened in the treasury and mortgage market. This time around, its shopping list has also included corporate bonds, and even high yield bonds.
Nothing reflects the severity of the exogenous COVID-19 shock better than the fact that the most prominent economic indicators were as bad as during the Great Depression in 1929.
We were fortunate to re-enter equity markets early in the second quarter 2020 as broad-based fiscal and monetary support, coupled with overly bearish investor expectations, offered attractive entry levels.
We retain our constructive view on equities, but would focus on sectors with a high degree of economic resilience such as Technology, Healthcare, or Consumer Staples.
We continue to hold onto our strategic position in inflation-protected government bonds since the risk-reward of this asset class still looks compelling.
In this short video you will learn more about our history, our team, how we think about the markets, and what distinguishes us.
(Subtitles in English and German available)
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Tramondo Investment Partners AG
Unter Altstadt 10
Postfach CH-6302 Zug
+41 41 710 76 76
+41 41 710 76 78
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