Recalibration of our investment strategy In our previous newsletter, we informed you about the recalibration of our strategy following the war in Ukraine: international diversification, protection against inflation and active management. In fact, this meant a continuation of the strategy we had already embarked on in early 2020 when the corona crisis broke out, but with an even stronger conviction […] Financial 01.06.2022
How to protect the assets against inflation for an extended period and from the major economic consequences of the Russian invasion? Exactly two years ago, we were all together in the first general lockdown of our lives. Business almost came to a standstill, and the expectations were that the economic damage would be incalculable. However, the rapid response of both governments (fiscal stimulus) and central bankers (monetary stimulus) ensured that confidence in financial markets was quickly […] Financial 13.04.2022
Europe caught unawares by Russian invasion of Ukraine Given the current turbulence in the financial markets, we believe it is important to let you know how we are dealing with the effects of this event in our investments. It must have been a very unpleasant awakening for European political leaders. They completely misjudged the developments that led to the Russian invasion of Ukraine. […] Financial 02.03.2022
What impact do geopolitical conflicts have on markets? “Buy on the sound of cannons, sell on the sound of trumpets.” We owe this wise and winged investor’s phrase to the legendary financier Nathan Rothschild, who, according to tradition, made a fortune during the Napoleonic Wars. With the phrase, Rothschild is suggesting that the beginning of a war is a good time to buy […] Financial 01.03.2022
Global Perspectives 2022 As usual, this period provides an opportunity to reflect on what has been another eventful year. The year 2021 was largely back in full swing, thanks to the various major efforts and decisions made worldwide. 2021 was also the year of confirmation of our investment strategy, which we had rolled out in the second quarter […] Financial 10.01.2022
Season's Greetings 2022 We wish you and your family a Merry Christmas and a particulary successful and healthy New Year! This year, as part of its philanthropic policy, CapitalatWork Foyer Group SA is pleased to support Groupe Tricentenaire. News 20.12.2021