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Monthly report May 2024
After a mixed previous month, May saw a spring awakening on the markets, with various indices reaching new highs in the meantime. This was due to very pleasing company results on the one hand and somewhat weaker economic figures in the USA on the other. The US labor market, which no longer appears to be running at full speed, once again revived hopes that key interest rates would be cut soon. However, the publication of the FED minutes at the end of the month tended to dampen these expectations again. In Europe, on the other hand, there is a widespread assumption among investors that the ECB will announce its first interest rate cut at its June meeting. The market seems to have already anticipated this move.
Our fund also made further gains in May and the build-up and expansion of certain positions in the previous month paid off. We remain prepared for all scenarios and are maintaining our hedges.
Unser Fonds hat im Mai ebenfalls erneut zulegen können und das Auf- und Ausbauen gewisser Positionen im Monat davor hat sich ausbezahlt. Wir bleiben weiterhin für sämtliche Szenarien an den Märkten gewappnet und behalten unsere Absicherungen bei.
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