Tramondo Investment Partners AG – Unter Altstadt 10 – Postfach CH-6302 Zug
HIGHLIGHTS OF THE CURRENT ISSUE
There is reasonable doubt that inflation pressure will disappear anytime soon, especially in the US. Combined with central banks that will likely stay in a wait-and-see approach, particularly in the first half of 2022, gold finds a goldilocks environment that should spur a brilliant comeback in 2022.
We heartily believe that European equities offer a compelling investment case heading into the new year as political, fundamental, and technical factors point to a promising outlook for the region’s stocks.
Market participants with an adaptive mindset and a highly disciplined focus on fundamentals – helping them distinguish between good and bad companies – definitely have a good starting point to achieve above-average investment results in 2022.
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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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