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

Tramondo Navigator 2022

14. December 2021

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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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.

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