Tramondo Investment Partners AG – Unter Altstadt 10 – Postfach CH-6302 Zug

Tramondo Quarterly (Q3 2019)

10. July 2019

Highlights of the current issue

  • While the second quarter 2019 was challenging, it did not disappoint investors after all
  • After a turbulent Q2, the odds are increasing, that US/China will reach a common framework for the future
  • A recession does currently not look to be on the horizon and risk assets should still perform well into H2 2019
  • Global growth is expected to rebound towards H2 2019
  • The Fed is rather too dovish than too hawkish
  • We are constructive on real assets for which we see further tailwind through monetary stimulus
  • While the environment stays favourable for global equites, downside risk management will become even more important during the next months
  • We stick to gold after its multi-year-breakout
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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. The firm is a signatory of the UN’s Principles for Responsible Investment (PRI).


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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