Journal
March 2023
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Taking Responsibility
Good Morning Ladies and Gentlemen «The difficulty lies not in the new ideas but in escaping from the old ones.» By John Maynard Keynes Credit Suisse What happened to Credit Suisse, you may ask? I have been pointing out for years that Credit Suisse, on the one hand, was selling its real estate, writing losses, […]
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Preview Chartbook In Gold We Trust Report 2023
As every year, we present our Preview Chartbook for IGWT 2023, which contains some of the most important charts we will present in this year’s report.
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Executive Global Magazine – Staying Ahead in a Fast-Paced Environment
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.
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Thank You ! / Credit Suisse / Cryptos
Good Morning Ladies and Gentlemen «The culpability of corporate directors in often putting their interests ahead of shareholders and customers seems a reoccurring, unaddressed course of business. When times are good, they deserve high compensation and stock options; when their decisions cause loss and hardships, it is time for risk to be shared.» By Tom, […]
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Incrementum All Seasons Fund wins Lipper Fund Award 2023
We are both very pleased and proud to announce that our Incrementum All Seasons Fund received the Refinitiv Lipper Fund Award 2023 as the best Mixed Asset fund in the category EUR Flex – Global over three years in Germany (out of 652 funds)
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Impact of rising interest rates on real estate investments, article by Dr Christian Schärer and Stefan M. Kremeth
For this article, we were asked to elaborate on our view on the impact of rising interest rates on real estate investments. After a general introduction to current topics, we will outline what we consider critical factors of this popular asset class in the now-changed interest rate environment.One year ago, when the Russian war of […]