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 February2024 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 looking […]

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 equities […]

Market Insights – Banque Cramer Outlook 2024

Market Insights Banque CramerOutlook 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, and […]

feiert 20-jähriges Bestehen mit beeindruckendem Wachstum und positiven Aussichten

Banque Cramer & Cie : feiert 20-jähriges Bestehen mit beeindruckendem Wachstum und positiven Aussichten Media release- 19. Dezember 2023 Banque Cramer & Cie SA, die ihr 20-jähriges Bestehen in ihrer aktuellen Form feiert, verzeichnet bedeutendes Wachstum im Bereich der verwalteten Vermögenswerte und wird das Geschäftsjahr mit einem deutlichen Anstieg der Betriebsergebnisse abschließen. Download der vollständigen […]

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 […]

Steigende Ergebnisse für 2022

Banque Cramer & Cie : Steigende Ergebnisse für 2022 Media release- 2. Mai 2023 Dank eines positiven Mittelzuflusses und der Bemühungen um die Optimierung ihres Geschäftsmodells veröffentlichte die Banque Cramer & Cie SA für das Geschäftsjahr 2022 steigende Zahlen, sowohl bei den Erträgen als auch beim operativen Ergebnis und dem Nettogewinn. Download der vollständigen Pressemitteilung

Market Insights – March 2023

Market Insights March 2023 CIO Synopsis Many bad things can happen to banks. Its customers can pull their money out (a liquidity crisis). Their borrowers can fail to repay their loans (a solvency crisis). Their shareholders can sell their stock, sending their shares down (a confidence crisis, making it far harder for them to raise […]