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Monthly Update: January 2017

10 February 2017
Dear Investors, When Donald Trump won the presidential election, investors seemed positively giddy about his plans for the US economy. Believing his promises to reduce corporate taxes, curtail costly regulation and increase public infrastructure-spending would boost economic growth, investors drove stock indexes to new all-time highs. Most famously, the 120-year-old Dow Jones Index broke through the psychological 20,000 point milestone. But Trumps seemingly improvised presidency and m...

Monthly Update: December 2016

17 January 2017
Dear Investors, Our global equity fund Aphilion Q² - Equities recently marked its 15th anniversary. It was an interesting era to start: the fund was launched in the period after the dot-com bubble burst, and also just a few months after the 9/11 attacks. In those first years, the world economy was stimulated by solid growth in the emerging markets, until markets peaked in 2007 after the first signs of troubles in the US real estate market. It resulted in a heavy financial crisis, and only ...

Monthly Update: January 2016

12 February 2016
Dear Investor, An upsurge in stock market volatility in the first weeks of 2016 has increased the anxiety level of many investors. Renewed turbulence on the Chinese markets, fear of a global economic slowdown and even the plummeting oil price, led to steep corrections in equity markets. With the late summer of 2015 in mind, we would not describe the current volatility outburst as exceptional. But the witnessed correlation between equity markets and the oil price is quite remarkable. That both a...