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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TRAMONDO QUARTERLY

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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.

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.

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