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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 past 30 years, the bond markets have benefited from a historically strong bull market, as falling interest rates have led to rising bond prices. After the last interest rate slide we have seen over the last few months, the question “how can I achieve a reasonable return” is more valid than ever. External
How can “reasonable” returns – low or negative interest rates? | Tagesanzeiger Read More »
In einer Serie von Fachartikeln thematisieren und präsentieren wir Investment Opportunitäten, welche aktiv als Bausteine in unseren Absolute Return Portfolios eingesetzt werden. Bislang haben wir die folgenden Themen vorgestellt: “Structured Credit”, “Direct Lending” und Anlagen in “Indian Fixed Income”. In unserer neuesten Ausgabe stellen wir das Thema “Secured Lending” vor. Nach wie vor befinden wir
Secured Lending – Insight Read More »
Investment expert Heinz Rüttimann does not believe that the US Federal Reserve will raise interest rates further in 2019. In the cash stock market talk, he discusses fears of recession and tells investors what they should definitely consider in this environment. External Link: cash.ch (German) Read more about Credit Investments
Fed will refrain from interest rate cuts in 2019 | cash.ch Read More »
Bond markets have benefited hugely from the bull market of the past 30 years, as falling interest rates have led to a rise in bond prices. Since the US has entered a rising rates environment, the likelihood is that Europe will soon follow suit as it enters a phase of (slowly) increasing rates. While an
Beyond the low-rate doldrums | Citywire Read More »
Promote health. Save lives. Serve the vulnerable. Visit who.intSince the beginning of September 2018, Heinz Rüttimann has been strengthening the team of Zurich-based asset manager Alpinum Investment Management. He is active as a senior portfolio manager. He joins from Julius Baer, where he was most recently responsible for the bank’s emerging markets equity strategy. Rüttimann
Alpinum Investment Management hires market strategist from Julius Baer | finews.ch Read More »
Low-interest rates and highly valued equities pose challenges for investors. Reto Ineichen and Christoph Beck of Alpinum Investment Management nevertheless see potential in niche strategies. External Link: finews (German) Read more on Secured Lending.
Secured Lending – attractive returns | finews.ch Read More »
Generally, a “secured” loan is backed (or secured) by an asset. Hence, the borrower pledges an asset (i.e. in our example a property), as collateral in favour of the loan. In the event that the borrower defaults, the creditor takes possession of the asset and sells it to recover the amount originally lent to the
Secured Lending backed by an asset Read More »
Most recently, the real yields (nominal 5-year government bond yield adjusted for inflation) in Indian bonds have exceeded the threshold of 5%. While we believe this elevated level will be only temporary, we still expect continued positive real rates in the Indian Rupee as it was the case since 2014, when inflation started to fade.
Indian local bonds offer attractive Yields Read More »
In a world of historical low interest rates and (very) high debt burdens combined with an economic outlook that foresees only moderate global GDP growth, it is a fair assumption that structural inflation pressure should remain tame – at the minimum for the next few years to come. Moreover, central banks responded to the lackluster
Direct Lending – a growing Asset Class Read More »
Two years after leaving his job at Fidelity Switzerland, Alfred Strebel is back in business. He has been appointed to the board of a prominent Zurich-based asset manager. Alfred Strebel was named a member of the board of Alpinum Investment Management, the company said in a statement today. Alpinum Investment is offering investment solutions for
Alfred Strebel Is Back in Business | finews.ch Read More »
