Read about the Belvoir Global Allocation Fund in the current Monthly Update written by the COO Alexandre Weintraub.

The post Fondsfakten: July 2025 Update – Belvoir Global Allocation Fund first appeared on Belvoir Capital AG.

Read more about the Belvoir Global Allocation II Universal Fund in the Monthly Update, written by the fund manager Steffen Bauke.

The post Fund Facts: July 2025 Update – Belvoir Global Allocation II Universal first appeared on Belvoir Capital AG.

Economies chug along like stubborn old trains. The U.S. labor market softens but stays steady; debt swells toward $40 trillion, making current rates…

Read more in the Strategy Update from the 2nd quarter 2025.

The post Strategie-Update 2. Quartal 2025 first appeared on Belvoir Capital AG.

Belvoir Capital is pleased to announce the appointment of Alessandro Trabaldo Togna as Managing Partner since May 1st, 2025. In this capacity, he will also join the firm’s Executive Committee.

Read more here

For further information, we are at your disposal in personal conversations.

The post Belvoir Capital appoints Alessandro Trabaldo Togna as Managing Partner and Member of the Executive Committee first appeared on Belvoir Capital AG.

Think of Q1 2025 as the hangover after the sugar rush of last year. Markets experienced volatility during February, with inflation sticking, tech stocks fizzling, and Trump teasing tariffs like it was just a game….

Read more in the Strategy Update from the 1st quarter 2025.

For further information, we are at your disposal in personal conversations.

The post Strategy Update 1st Quarter 2025 first appeared on Belvoir Capital AG.

• Portfolio adjustments: Equity investments decreased to 59.7%, bond exposure decreased to 25.0%
• In April, Belvoir Global Allocation Fund lost 0.36% in EUR and 0.54% in CHF; YtD the fund is down 1.39% in the EUR tranche, while the CHF tranche lost 2.30%

Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the CFO Alexandre Weintraub.

The post Fondsfakten: April 2025 Update – Belvoir Global Allocation Fund first appeared on Belvoir Capital AG.

• Portfolio adjustments: Equity investments decreased to 59.7%, bond exposure decreased to 25.0%
• In April, Belvoir Global Allocation Fund lost 0.36% in EUR and 0.54% in CHF; YtD the fund is down 1.39% in the EUR tranche, while the CHF tranche lost 2.30%

Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the CFO Alexandre Weintraub.

The post Funds Facts: April 2025 Update – Belvoir Global Allocation Fund first appeared on Belvoir Capital AG.

• Macroeconomics – Much weaker US, Signs of stagnation in Europe, Deflation in China
• Equities – First the “Liberation-Day” drop, then full recovery
• Bonds – Positive Government bonds, sharp recovery IG and HY bonds, after the initial drop
• Currencies – USD plunged due to tariffs news and weak macroeconomic data
• Other – Cryptos on average up, Gold hits all-time high to then retrace above $3,200
• Belvoir Global Allocation II Universal Fund at -2.4% in March, now -4.6% YTD

Read more about the Belvoir Global Allocation II Universal Fund in the Monthly Update, written by the fund manager Steffen Bauke.

The post Fund Facts: April 2025 Update – Belvoir Global Allocation II Universal first appeared on Belvoir Capital AG.

• Markets down: Global equities fell again; US tech led the decline
• Trade tensions: Tariff uncertainty weighed on sentiment
• Europe steadier: Signs of stabilization amid global weakness

Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the CFO Alexandre Weintraub.

The post Funds Facts: March 2025 Update – Belvoir Global Allocation Fund first appeared on Belvoir Capital AG.

• European markets performed strongly and reached new heights
• Portfolio adjustments: Equity investments decreased to 65.6%, bond exposure increased to 23.2%
• Long-term yields in USD and EUR declined

Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the CFO Alexandre Weintraub.

The post Funds Facts: February 2025 Update – Belvoir Global Allocation Fund first appeared on Belvoir Capital AG.