Market Insights – March 2024 Review
Market Insights March 2024 Review Our View – asset allocation FED and ECB are close to pivot and central bankers are confident that inflation will continue to decrease.Market participants are currently pricing between 3 and 4 cuts in the US and the Eurozone in 2024, with the first one in June. Valuation are globally stretched: […]
Market Insights – February 2024 Review
Market Insights February 2024 Review Our View – No change in our asset allocation From a «Soft landing» to a «No landing»: that is the story since thebeginning of the year With a global repricing of the rate cuts’ expectations from the maincentral banks Few risks anticipated given valuations of risky assets Excessive valuation when […]
Market Insights – January 2024 Review
Market Insights January 2024 Review Our View Few catalysts for very active positioning in the short-term – Too many rate cuts priced in the market– Few risks anticipated given valuations of risky assets– Excessive valuation when looking at risk premia– More economic downturn to come with no major recession Asset classes: – Equity: – EU […]
Market Insights – Banque Cramer Outlook 2024
Market Insights Banque Cramer Outlook 2024 Key views and investment implications for 2024? Lower rates combined with credit spread carry will be significant performance drivers Government bonds We anticipate lower yields in 2024 as inflation continues to recede and central banks deliver on rate cuts However, investors have largely front run the rally in yields, […]
Un 20ème anniversaire marqué par une progression de l’activité
Banque Cramer & Cie : Un 20ème anniversaire marqué par une progression de l’activité Communiqué de presse – 19 décembre 2023 Célébrant cette année ses deux décennies d’existence sous sa forme actuelle, la Banque Cramer & Cie SA enregistre une croissance significative de ses avoirs gérés et devrait boucler l’exercice avec des résultats opérationnels en […]
Market Insights – May 2023
Market Insights May 2023 Climbing the wall of worry Last month, all eyes were on US politics being able to reach an agreement on the debt ceiling. A deal was reached under the wire, which brought back investors’ positive sentiment. Recession fears have been pushed out towards 2024. Even the most bearish economists are now […]
Market Insights – April 2023
Market Insights April 2023 Central Banks tightening cycle – mission accomplished ? The legendary investor Peter Lynch once said, “Although it’s easy to forget sometimes, a share is not a lottery ticket…it’s part-ownership of a business.” This quote emphasizes the importance of focusing on the underlying fundamentals of a company. Last month, we saw mixed […]
Résultats en hausse pour 2022
Banque Cramer & Cie : Résultats en hausse en 2022 Communiqué de presse – 2 mai 2023 Grâce à une entrée de fonds positive et aux efforts d’optimisation de son modèle opérationnel, la Banque Cramer & Cie SA a publié des chiffres en hausse au titre de l’exercice 2022, aussi bien en ce qui concerne […]
Everything You Need to Know About Bonds
Everything You Need to Know About Bonds Cramer Library «The ignorant man pronounces, the wise man questions and reflects » (Aristotle) Banque Cramer believes in the wisdom of “hive-mind”, collaborating with a strong network of top-tier financial market experts to feed its in-house investment process.We believe that this open-mindedness better serves our clients’ interests. In […]
Understanding Inflation
Understanding Inflation Cramer Library «The ignorant man pronounces, the wise man questions and reflects » (Aristotle) Banque Cramer believes in the wisdom of “hive-mind”, collaborating with a strong network of top-tier financial market experts to feed its in-house investment process. We believe that this open-mindedness better serves our clients’ interests. In this same spirit, Cramer […]