Tramondo Trading Update (March 2020)
3. March 2020
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Tramondo Navigator (Q1 2020)
11. December 2019
Highlights of the Special Edition
FOCUS THEMES 2020
Central bank behaviour in light of the fear of “Japanification. Geopolitical uncertainty in a multi-polar world. Europe on its path to recovery despite an unresolved Brexit situation. And the likelihood of a third reversal in US national policy after the 2020 election.
THE BIG PICTURE
As indicated in the title of this publication, we believe it’s not yet time to say goodbye. Risky assets such as equities continue to be supported by a string of positive headlines. Monetary policy may be reaching its limits. Politics as a key market driver in the near term. And numbers pointing to a recession-free slowdown.
ASSET ALLOCATION
With negative interest rates, traditional concepts of wealth management do no longer meet the high demands of ever-changing financial markets. We make the case for an active and risk-sensitive asset allocation with a distinct focus on capital preservation.
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Other Tramondo publications
Tramondo Navigator (Q1 2020)
11. December 2019
Tramondo Quarterly (Q4 2019)
17. October 2019
Tramondo Quarterly (Q3 2019)
10. July 2019
About Tramondo
Tramondo Investment Partners AG is a bank-independent Swiss asset manager based in Zug and licensed by the Swiss Financial Market Supervisory Authority (FINMA) to act as an asset manager of collective investment schemes.
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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
info@tramondo.ch
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