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. 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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