Tramondo Navigator (Q1 2020)
11. December 2019
Menu
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.
Share this publication
Share on facebook
Share on linkedin
Share on twitter
Share on email
Subscribe now
TRAMONDO QUARTERLY
Our thoughts and assessments on global markets. Every quarter in your inbox.
Other Tramondo publications
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.
Navigation
Menu
Contact
Tramondo Investment Partners AG
Unter Altstadt 10
Postfach CH-6302 Zug
+41 41 710 76 76
+41 41 710 76 78
info@tramondo.ch
© 2019, Tramondo Investment Partners AG. All rights reserved.