Journal
Mai 2025
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Incrementum All Seasons Fund Seasonal Reflections – 2025/02
Gedanken des Fondsmanagers zu relevanten politischen und makroökonomischen Themen und deren Auswirkungen auf das Management des Incrementum All Seasons Fund.
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The Very Big, Beautiful Gold Report
Good Morning Ladies and Gentlemen ”There is frustration with a state growing while the infrastructure is rotting.” A quote by a journalist about the situation in Germany The current fiscal policy of the United States administration, the big and beautiful bill, characterised by a combination of tax reductions and inadequate efforts at expenditure reductions, […]
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American “What Else”? A Potpourri
Good Morning Ladies and Gentlemen ”In a gold rush, do not invest in gold mines but in shovels.” André Kostolany Today’s “Stefan’s Weekly” is a bit of a potpourri, for which I ask your pardon. But many things happened during the last seven days, and I would like to cover them at least briefly. […]
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Debt Delinquencies / Government Debt / Carry Trade / Interest Rates
Good Morning Ladies and Gentlemen ”The magnitude and speed at which these prices are coming to us are somewhat unprecedented in history.” John David Rainey, Walmart’s CFO In the realm of financial investments, it is essential to recognise that fear can be an inadequate guide for decision-making. Historically, evidence suggests that a long-term investment strategy, […]
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Gastbeitrag im Smart Investor: Der Incrementum Active Gold Fund im Porträt
Im aktuellen Smart Investor beleuchtet Michael Bohn vom Greiff Research Institut die Strategie des Incrementum Active Gold Fund. Der Artikel zeigt, wie das Fondsmanagement mit dem proprietären „Active Aurum Signal“ flexibel auf Marktphasen reagiert und gezielt in Gold, Minenaktien oder Anleihen investiert.
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The Big Long | In Gold We Trust-Report 2025
The Big Long | In Gold We Trust-Report 2025 Am 15. Mai 2025 wurde der diesjährige – mittlerweile 19. – In Gold We Trust-Report im Rahmen einer internationalen und live im Internet übertragenen Pressekonferenz präsentiert. Autoren des Reports sind die beiden Fondsmanager Ronald-Peter Stöferle und Mark J. Valek vom liechtensteinischen Vermögensverwalter Incrementum AG.