You are here: homepage –
Active management beats passive products
Monthly report December 2022
December got off to a promising start, with European stock exchanges following the positive trend from the USA. Hopes grew among investors that the lower inflation figures in November would lead to a less drastic interest rate policy. At their last meetings of the year, however, the main central banks did not change their chosen path and raised their interest rates by 50 basis points. Although this was not really a surprise, investors reacted with markdowns. A clear recovery in the course of the month failed to materialize.
The 2022 equity year was a historically difficult and very volatile one -- with our fund also suffering a negative performance. At the same time, however, it has been shown that we were able to achieve a better performance in comparison through active management -- risk optimization, sound research, functioning hedging strategies and good market intuition.
Book an initial consultation directly now
Gladly in person or digitally, conveniently and easily from home. Conserving resources without travel expenses.
You are here: homepage –
More articles on asset management
Monthly reporting December 2024
Monthly reporting December 2024 December was dominated by the central banks and for once there was no year-end rally! After a positive start to the month with many indices once again setting new records, the global stock markets cooled off as...
Monthly reporting November 2024
Monthly reporting November 2024 In November, the financial markets were clearly dominated by the US presidential elections. Donald Trump's surprisingly clear victory was received differently on both sides of the Atlantic. While the election...
Monthly reporting October 2024
Monthly reporting October 2024 Surprisingly, the upcoming US presidential elections had little impact on the financial markets for most of October. Although the outcome of the election is completely open and the election barometers sometimes...