Tramondo Investment Partners AG – Unter Altstadt 10 – Postfach CH-6302 Zug
HIGHLIGHTS OF THE CURRENT ISSUE
Finding a new equilibrium
After a financial market rollercoaster ride this year, investors will face many challenges heading into 2023. How we think financial conditions will develop, and the direction we expect the economy to take.
Where we think inflation will head in 2023, and what it means for government bond yields. Our take on which equity strategy to implement and what sectors appear attractive based on our assessment.
The current financial markets resetting opens up attractive investment opportunities. We favour several themes for 2023 and beyond.
Not all commodities have room to run. Here’s the ones we prefer, and how exposure should be built.
It is no secret that we believe traditional approaches for portfolio construction are outdated. Learn which three principles we recommend when it comes to building and managing risk/return-enhanced multi-asset portfolios.
Our thoughts and assessments on global markets. Every quarter in your inbox.
Tramondo Investment Partners AG
Unter Altstadt 10
Postfach CH-6302 Zug
+41 41 710 76 76
© 2022, Tramondo Investment Partners AG. All rights reserved.
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