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.
9th April, 2020
Highlights of the current edition
THE BIG PICTURE
COVID-19 brought a swift and sudden reversal to the buoyant investor sentiment that had compelled equities higher at the start of 2020. Liquidity pumped into the financial markets may be supportive for equities and real assets but detrimental for nominal assets.
We present possible recovery scenarios for the global economy. How the currently reduced market liquidity can be countered with an active management approach focusing on quality and robustness. And a brief explanation of how the recent distortions on the gold market have led to arbitrage opportunities.
We downgraded our view towards risky assets during Q1 2020 as soon as the COVID-19 virus aggressively spread towards Europe and the US. This entailed reducing exposure towards both global equities as well as low-quality credit, and increasing the duration of our fixed income portfolios. We maintain a strategic gold position and would increase exposure in the event of price weakness.
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
© 2019, Tramondo Investment Partners AG. All rights reserved.
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