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Capital for The Energy-efficient Renovation of Swiss Homes
Uncorrelated earnings in Swiss Francs and more capital for the energetic refurbishment of Swiss houses – In the interview Wanja Eichl, Managing Partner, explains why Blackfort launches the new Swiss Real Estate Debt Fund. Please check it out via the following INTERVIEW Blackfort Swiss Real Estate Debt_e
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Blackfort Market Overview. January I
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Bi-Weekly. Blackfort. January 2022 (I)
Macro Update: Global government bond yields rise due to higher inflation This week the German 10-year bund had a positive yield for the first time since 2019. Similarly, in the US after the latest print of 7% CPI, the 10-year government bond yield is approaching the 2% level. Before Christmas we did see some demand for US government…
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Outlook 2022. Blackfort.
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OUTLOOK 2022: SLOWDOWN BUT STILL HEALTHY GROWTH
Dear colleagues and partners, During Blackfort Capital and CFA Russia joint webinar OUTLOOK 2022: SLOWDOWN BUT STILL HEALTHY GROWTH Chief Investment Officer Andreas Bickel discussed bright topics: -Marco update -Economic impact of Omicron -Inflation outlook / Financial repression -The role of quality bonds in 60/40 portfolio -Market outlook for 2022 -Gold and commodities -FX and cryptocurrencies Watch more:…
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CFA Russia and Blackfort Capital online webinar
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Bi-Weekly. Blackfort. December 2021 (II)
Macro Update: Fed rate hiking path will keep policy rate below inflation until 2024 The US Fed has reacted to the high inflation data, but their fight against it seems weak. Assuming we get 3 hikes in 2022, another 3 in 2023 and 2 hikes in 2024, we still would be in a range of 2-2.25%. But most…
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After a rollercoaster in global equities we might see a yearend rally
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Bi-Weekly. Blackfort. December 2021 (I)
Macro Update: Omicron might not significantly impact the global GDP outlook At the end of November, we were hit by the news of a much faster spreading of new COVID-19 mutation. While financial markets reacted sharply WHO experts reminded us that only in about 2-4 weeks experts will be able to assess how dangerous the virus is. Macro…
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Blackfort Capital and CFA Russia
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CFA Russia and Blackfort Capital online webinar
Good afternoon! On behalf of Blackfort Capital we invite you to our joint with CFA Russia webinar: CLIMBING THE WALL OF WORRY http://event.cfarussia.org/macronov2021 The webinar will take place on the 24th November at 18:00 MSK, 16:00 ZRH. For free participation please use promocode *BF2909* Topics of discussion: -Macro update -Real vs. nominal yields -Central bank policies -Attractive Asian…