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

Tramondo Quarterly (Q3 2022)

8. July 2022

HIGHLIGHTS OF THE CURRENT ISSUE

In Q2 2022, financial markets were once again subject to high volatility. They struggled with various problem areas – from central bank policy and rampant inflation to the ongoing Russia-Ukraine conflict – which kept investors on their toes.

Fed bankers continued their path towards monetary normalization: in May, they hiked the reference rate by 50bps, whereas in June – after hotter than expected inflation data – the bank even increased the main rate by 75bps.

Risks for global equity markets remain skewed to the downside, in our view. Over the last few weeks, financial markets’ bear case noticeably moved to the forefront as economic momentum further deteriorated.

Share this publication
Subscribe Now

TRAMONDO QUARTERLY

Our thoughts and assessments on global markets. Every quarter in your inbox.

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).

Contact

Tramondo Investment Partners AG

Unter Altstadt 10
Postfach CH-6302 Zug

+41 41 710 76 76
info@tramondo.ch

© 2022, Tramondo Investment Partners AG. All rights reserved.

Ja, ich bin interessiert

Bitte füllen Sie das untenstehende Formular aus und drücken Sie auf den ‘Senden’ Knopf. 

Wir werden umgehend mit Ihnen in Kontakt treten.

No data was found

Please fill in the form below and press the ‘Send’ button. We will contact you shortly.

Please contact me without obligation regarding the following service(s)