Tramondo Investment Partners AG – Unter Altstadt 10 – Postfach CH-6302 Zug
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This short video on our dynamic equity strategy gives an introduction and explains how it fits into Tramondo’s investment philosophy. Please click on the thumbnail to the right to play the video. Please note that the video is in German with English captions.
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).
The firm is a signatory of the UN’s Principles for Responsible Investment (PRI).
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.
12th April, 2021
Highlights of the current edition
Global equity markets started the new year on a positive note. Solid earnings reports for Q4 2020 and good progress in the vaccination campaigns (at least in some parts of the world) spurred investors’ risk appetite once again.
The US central bank Fed expects inflation to pick up in 2021, albeit not to the degree that would impact the central bank’s current policy.
After just two months in office, the Biden/Harris administration came up with a monumental USD 1.9 trillion stimulus bill which is expected to add up to 3.0% to the US GDP.
The Swiss economy contracted by 3.4% in 2020, which is less than the US (-3.5% in 2020) or the Eurozone (-6.8% in 2020). However, it is remarkable that Switzerland is expected to grow by +3.3% in 2021, indicating that last year’s devastating effects on domestic GDP would almost be fully recovered.
With the end of the pandemic in view and the ongoing fiscal stimulus across the globe, the medium- to long-term investment case for global equities still looks compelling. However, there could be some short-term challenges unless additional (positive) triggers confirm investor expectations.
We see an active approach with a strong tilt towards quality attributes as a critical success factor in the current environment. In that regard, we continue to advocate for a balanced portfolio construction considering both value and growth stocks (so-called barbell strategy).
Investors ought to better retain a cautious attitude towards fixed income markets, as longer-dated yields are expected to face upward pressure first from a strong comeback of economic growth and later from higher inflation.
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
© 2020, Tramondo Investment Partners AG. All rights reserved.
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