Current Market Outlook: Pfäffikon SZ – Muddling through, so we can best describe the recent developments. This week, investors were shocked by the figures published on China. This should, in fact, not be a surprise. It is striking that the S&P 500 did not budge. The U.S. does not care about China, as long as […]
Weekly Market Outlook: Pfäffikon SZ – The field of tension between the S&P 500 and several European indices is increasing slowly. It would not surprise us if the S&P 500 – temporarily – pulls the longest straw. Coming week, investors are mainly focused on the consumption expenditures of Americans. After all, that picture is disrupted […]
Pfäffikon SZ, Switzerland – It is difficult to ignore Ukraine this week. From a humanitarian point of view, it is horrible what has happened to the country. But the response from investors was and is excessive. Last Monday, we took the opportunity to add many additional shares to our existing portfolio in the CIS region. […]
NAV Februari 2014: – 0,29% NAV Year to Date: – 2,51% NAV Sinds Oprichting: + 4,10% Waarde Participatie: 104,10% Markten: Pfäffikon SZ – Evenals januari begon ook februari slecht. De Amerikaanse inkoopmanagersindex daalde onverwacht tot 51,3, waar een cijfer van 65 werd verwacht. Politieke onrust in Italië, veel slecht macro economisch nieuws en een behoorlijk […]