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

Tramondo Quarterly (Q4 2019)

17. October 2019

Highlights of the current ISSUE

  • We experienced difficult summer months with elevated volatility spiced up by trade war headlines
  • Global growth is expected to rebound towards year-end
  • In such an environment, we expect risky assets to perform well in the last quarter of 2019
  • We are constructive on real assets for which we see further tailwind thanks to supportive monetary stimulus
  • While the environment stays favourable for global equites, downside risk management will be the most important factor in the next months
  • We stick to a strategic position in gold and would even increase exposure in sharp dips
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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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