Stefan M. Kremeth, CEO of Incrementum AG and Christian Schärer, Partner of Incrementum AG, were asked by the Executive Global Magazine to elaborate on their view on the impact of rising interest rates on real estate investments. Read more in the article.
Category: In the Press
Kitco – Interview with Ronald Stöferle
Higher rates in the short term
Investors should consider building a strategic position in the gold market, despite expectations of lower gold prices in the near term due to rising bond yields on the short end of the curve. Persistently higher inflation has prompted markets to price in aggressive monetary policy action from the Federal Reserve.
Recession Looming
Further downside risk is possible in the next few weeks, but gold is showing relative strength. The rise in shorter-term bond yields indicates a potential recession, which would force the Federal Reserve to unwind its aggressive tightening. We recommend cost averaging and taking advantage of lower gold prices to build a strategic position ahead of the second half of the year, when wwe expects gold prices to end above $2,000 an ounce.
The Swiss Banker
A special interview of Executive Global with the Swiss Banker STEFAN M. KREMETH, investment banker, award-winning asset manager and CEO of Incrementum AG, a Liechtenstein based firm applying Austrian School Economics within their business model. Executive Global discuss central bank policy, cryptocurrencies, macroeconomic trends and precious metals investment with the company delivering tailor-made solutions for affluent institutional and private clients. Read more in the article below.
Life Out of Balance
Live Out of Balance
Ronald Stöferle gave a keynote presentation at this year’s Zuri-Invest under the title “Koyaanisqatsi” or “Life Out of Balance” in which he goes over how markets and the world are currently out of balance and in dire need of stabilization.
The demise of the 60/40 Portfolio
The demise of the 60/40 Portfolio
Ronald Stöferle wrote an article for Gold Switzerland, in which he described the main reasons for why the classic 60/40 portfolio has been hammered the last year. Let us take a quick look at the main points.
The multipolar world
The multipolar world
Ronald Stöferle was interviewed by BullionStar. The discussion focused on the plethora of problems, that both Europe and the United States face. A special focus was laid on inflation, the coming recession, the US-Dollar as well as the shift towards a multipolar world.
Gold as a sustainable investment
Gold as a Sustainable Investment
Ronald Stöferle writes in an article for “the market” of the NZZ why the characterisation of gold as an environmentally harmful metal could not be further from the truth.
The Fed may reach the tipping point!
The Fed may reach the tipping point!
Ronald Stöferle was interviewed at this year’s Precious Metal Summit by Kitco News! He explains, that the US Fed may soon reach the tipping point. He explains why the current situation kinda feels like a repeat of 2008.
We are seeing dangerous developments in Europe
We are seeing dangerous developments in Europe
Ronald Stöferle was interviewed by Jay Martin of the “The Jay Martin Show” about the current developments in Europe. Europe seems to be staring into a deep dark tunnel, lets us unpack the different layers of this crisis.
Schrödinger’s US-Dollar
Schrödinger’s US-Dollar
Tavi Costa of Crescat Capital interviews Ronald Stöferle at this year’s Precious Metals Summit Conference located in Beaver Creek, CO. Together they discussed the current market setup. They discuss an interesting point, that the US-Dollar currently seems to be strong and weak at the same time.