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Alpinum Investment Management’s Blog offers an opportunity to share some of the knowledge we gathered over the years blended with current markets trends and activities.
All insights are written by the portfolio management team. Due to our expertise, we are also often contacted by media-creatives for statements, which we are pleased to make them available to you.
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Over the next 3-6 months we expect global economic growth to be reasonable, based on the outlook for a viable vaccine, central banks’ ultra-loose monetary policy and governments’ fiscal stimulus measures reaching over USD 13 trillion or 15% of global GDP. To maintain growth momentum in the US, it will be key for Congress to […]
Q4 2020-Quarterly Investment Letter Read More »
Last Week, the Fed announced that it is going to buy single corporate bonds to ensure a functioning secondary corporate bond market, which is a historical move and a positive sign for a market that was close to collapsing in March this year, when liquidity disappeared just in a matter of days. The Fed is
Fed installs Backstop for Corporate Bonds Read More »
Mitte Juni 2020 kündigte die US-Notenbank an, nebst Anleihen-ETF’s auch ausgewählte Obligationen zu kaufen, um einen funktionierenden Markt für Unternehmensanleihen zu gewährleisten. Dies ist ein historischer Schritt und ein positives Zeichen für einen Markt, der im März dieses Jahres noch kurz vor dem Zusammenbruch stand. Die amerikanische Notenbank (Federal Reserve, Fed) wird den Umfang ihres Anleihen-Kaufprogramms
Zeit für selektive Kreditinvestitionen | finews.ch Read More »
Die unabhängigen Vermögensverwalter in der Schweiz befürchten die Folgen einer zweiten Corona-Welle und rechnen damit, dass Donald Trump die nächsten US-Präsidentschaftswahlen verliert. Exakt 44 Prozent der unabhängigen Vermögensverwalter in der Schweiz gehen davon aus, dass es zu einer U-förmigen Erholung der Wirtschaft kommt. Mit anderen Worten: Das Potenzial für neues Wachstum ist da – allerdings
Vermögensverwalter erwarten U-förmige Erholung – aber ohne Trump | finews.ch Read More »
Central banks unprecedented influence on capital markets and their coordination with central governments will put a backstop on the economy in the US and Europe. Rating agencies have started to revise downwards their projections for defaults, which acts as an additional support for credit markets in general.
Central banks unprecedented influence on capital markets Read More »
The Covid-19 pandemic has led to drastic actions around the world. Never before in history has it been so easy for Western governments to increase fiscal expenditures through debt. All of this supported by central banks providing unprecedented stimulus measures and vocal guarantees to keep the whole yield curve depressed. Central banks’ influence has reached
Q3 2020 – Quarterly Investment Letter Read More »
Ein Fachmann im Bereich Alternative Investments wechselt zur Zürcher Finanzboutique Alpinum Investment Management und übernimmt dort die Rolle als Head Business Development und Investor Relations. Der langjährige Experte im Alternative-Investment-Bereich, Peter J. Hegglin, wechselt zu Alpinum Investment Management, wie Recherchen von finews.ch ergeben haben. Er übernimmt dabei die Rolle des Head Business Development und Investor
Alpinum Investment Management baut Zürcher Team aus | finews.ch Read More »
With a global recession now a certainty, government bond yields remain very low and offer no long-term investment perspective, but help diversifying the portfolio as of now. Credit spreads in some market segments have reached extreme levels and led to price dysfunctionalities. In equities “there is blood in the streets” but one cannot call a bottom yet. Places to hide are
Q2 2020-Quarterly Investment Letter Read More »
Heinz Rüttimann, Senior Portfolio Manager with a current assessment of corporate bonds and the corona crisis. Since 23 February, the stock markets have tended to know only one direction: downwards, due to the global spread of the coronavirus. The Swiss Market Index SMI has lost 27 percent since then. In comparison, the Swiss Bond Index
Boredom is King | cash.ch Read More »
In a surprise move, the US Fed cut interest rates by 50bps to the 1-1.25% range. At the same time, the yield on the 10-year US Treasury note fell below 1% for the first time ever. There is a market saying that goes “If the Fed cuts rates and bond yields rise, the market believes
US Fed interest rate cut by 50bps Read More »
