Journal
Mai 2022
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Stefan’s weekly Special Edition on Incrementum’s iconic report
Good Morning Ladies and Gentlemen Last week my partners Ronni and Mark, together with their team of roughly 20 people, published the latest version of the annual iconic Incrementum «In Gold We Trust» report. The enormous work of the team culminated again in a comprehensive, easy to understand and highly entertaining report. You may download the […]
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Stagflation 2.0 | In Gold We Trust Report 2022
Stagflation 2.0 | In Gold We Trust Report 2022 Nach langer Arbeit, großen Mühen und nicht wenig schlaflosen Nächten, ist es uns eine besondere Freude den diesjährigen In Gold We Trust Report in all Seiner Fülle präsentieren zu dürfen. Wir möchten uns dabei ganz besonders bei unseren Premium Partnern und dem ganzen Team bedanken, welche […]
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Market Crash across Asset Classes
Good Morning Ladies and Gentlemen Since the beginning of the year, almost all asset classes have been deeply in the red. By spreading investments across different asset classes, investors can usually spread their risks. Unfortunately, this does not seem to be working correctly at the moment. DAX: -12.94%, Euro Stoxx 50: -15.13%, SMI: -10.27%; Nasdaq: […]
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Asset Allocation Forum
Multi Asset Investing 2022: Wirksame Diversifikation als „Mission Impossible“? Frei nach dem Motto „No Place to Hide“ haben wohl die meisten Multi Asset Investoren im bisherigen Jahresverlauf 2022 eines der anspruchsvollsten Marktumfelder ihrer Karriere vorgefunden. Hohe Inflation, Zinserhöhungen, Krieg mitten in Europa und die immer noch anhaltenden Nachwehen der Pandemie schickten zuletzt sowohl Aktien […]
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De-Globalisation
Good Morning Ladies and Gentlemen Everyone is talking about de-dollarisation, de-globalisation and de-carbonisation, especially financial mass- and alternative media and analysts across the range. For the moment, it seems any topic that catches the attention of potential readers or listeners even in the slightest way is trashed, reproduced and exploited to the max, and this […]