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.
8th October, 2020
Highlights of the current edition
There are over 30 million COVID-19 cases worldwide, tripling the number recorded by the end of Q2 2020. Since wide-ranging lockdown measures so far have failed to materialize, investors have been largely unimpressed by these latest virus developments.
At its annual Jackson Hole meeting in August, Fed chair Powell introduced a new monetary framework called “average inflation targeting,” which allows underlying inflation measures to overshoot the well-known inflation target of 2.0% temporarily.
The virus and its sudden and devastating effects on the US real economy – with still more than 10 million citizens out of a job – forced US President Trump’s re-election efforts to break new grounds in the last couple of months.
High-frequency data, such as travel and navigation app usage, point to continued global growth during the third quarter of 2020, albeit at a more moderate pace than back in May or June.
In such an environment, we still favor an up-in-quality approach across both stocks and bonds, along with a focus on valuations relative to underlying fundamentals.
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)
It’s that easy to get in touch with Tramondo.
You can find our contact details here. Of course, you can also press the “Contact Tramondo now” button below and specify your contact details. We look forward to getting to know you.
Submit your existing investment portfolio to an independent, rigorous and critical reality test. Without any obligation.
Do our thinking and our expertise meet your high standards? Determine which service is right for you. We will be happy to assist you.
Once the contractual and administrative aspects have been completed in a straightforward manner, we can begin implementing your portfolio according to Tramondo standards together.
Your existing investment portfolio is independently, rigorously and critically tested as part of the Tramondo Portfolio Check (TPC).
Tramondo Investment Partners AG
Unter Altstadt 10
Postfach CH-6302 Zug
+41 41 710 76 76
+41 41 710 76 78
© 2020, Tramondo Investment Partners AG. All rights reserved.
Bitte füllen Sie das untenstehende Formular aus und drücken Sie auf den ‘Senden’ Knopf.
Wir werden umgehend mit Ihnen in Kontakt treten.
Please fill out the form below and press the ‘Submit’ button.
We will contact you shortly.