Market Insights – June 2024 Review
Market Insights June 2024 Review Our View – Asset Allocation Current international relations are strained, both in terms of trade and geopolitics South Korea fired warning shots at North Korean soldiers who crossed the border before retreating, a day after Russian President Putin visited Pyongyang and sealed a partnership deal to deepen security and trade ties […]
Market Insights – May 2024 Review
Market Insights May 2024 Review Our View – Asset Allocation Current international relations are becoming increasingly strained, both in terms of trade and geopolitics Biden’s Administration tariffs, Putin visit to Beijing amidst military cooperation between the two countries seems to overshadow the meager gains from Xi’s recent trip to Europe. On the macro front, the […]
Market Insights – April 2024 Review
Market Insights April 2024 Review Our View – Asset Allocation Volatility in the markets has been driven by a trifecta of recent data and news over March 1 a repricing of Fed rate cuts to adjust to the new “higher for longer” interest rate regime, 2 geopolitical tensions have been rising, especially in Middle East […]
Risultati in forte crescita per il 2023
Banque Cramer & Cie: Risultati in forte crescita per il 2023 Media release – 2 maggio 2024 Grazie all’aumento delle masse in gestione e al miglioramento del margine d’interesse, la Banque Cramer & Cie SA ha pubblicato cifre significativamente superiori per l’esercizio 2023, in termini di ricavi, utile operativo e utile netto. Questo ulteriore incremento […]
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 – January 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, […]
20° anniversario all’insegna della crescita aziendale
Banque Cramer & Cie: 20° anniversario all’insegna della crescita aziendale Media release- 19 dicembre 2023 In concomitanza con le celebrazioni dei due decenni di esistenza nella sua forma attuale, Banque Cramer & Cie SA ha registrato una crescita significativa delle masse in gestione e si appresta a chiudere l’esercizio con un forte aumento dei risultati […]
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 […]