Market Insights – June 2024 Review
Market Insights June 2024 Review Our View – asset allocation Current international relations are strained, both in terms of trade and geopolitics South Korea fired warning shots at North Korean soldiers who crossed the border before retreating, a day after Russian President Putin visited Pyongyang and sealed a partnership deal to deepen security and trade ties […]
Market Insights – May 2024 Review
Market Insights May 2024 Review Our View – asset allocation Current international relations are becoming increasingly strained, both in terms of trade and geopolitics Biden’s Administration tariffs, Putin visit to Beijing amidst military cooperation between the two countries seems to overshadow the meager gains from Xi’s recent trip to Europe. On the macro front, the […]
Market Insights – April 2024 Review
Market Insights April 2024 Review Our View – asset allocation Volatility in the markets has been driven by a trifecta of recent data and news over March 1 a repricing of Fed rate cuts to adjust to the new “higher for longer” interest rate regime, 2 geopolitical tensions have been rising, especially in Middle East […]
Market Insights – March 2024 Review
Market Insights March 2024 Review Our View – asset allocation FED and ECB are close to pivot and central bankers are confident that inflation will continue to decrease.Market participants are currently pricing between 3 and 4 cuts in the US and the Eurozone in 2024, with the first one in June. Valuation are globally stretched: […]
Market Insights – February 2024 Review
Market Insights February 2024 Review Our View – No change in our asset allocation From a «Soft landing» to a «No landing»: that is the story since thebeginning of the year With a global repricing of the rate cuts’ expectations from the maincentral banks Few risks anticipated given valuations of risky assets Excessive valuation when […]
Market Insights – January 2024 Review
Market Insights January 2024 Review Our View Few catalysts for very active positioning in the short-term – Too many rate cuts priced in the market– Few risks anticipated given valuations of risky assets– Excessive valuation when looking at risk premia– More economic downturn to come with no major recession Asset classes: – Equity: – EU […]
Forte hausse du résultat opérationnel en 2021
Banque Cramer & Cie : Forte hausse du résultat opérationnel en 2021 Communiqué de presse – 21 avril 2022 Grâce à son recentrage stratégique et à la poursuite du renforcement de son modèle opérationnel, la Banque Cramer & Cie SA a enregistré au cours de l’exercice 2021 une croissance des actifs en gestion et de […]
Banque Cramer & Cie nomme Erich Pfister au poste de CEO
Banque Cramer & Cie nomme Erich Pfister au poste de CEO Communiqué de presse – 29 mars 2022 Banque Cramer & Cie SA a nommé Erich Pfister en tant que CEO et membre de la Direction Générale. Il sera chargé de poursuivre la stratégie mise en œuvre depuis plus de 2 ans, qui se traduit […]