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Our latest investment reports
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Investment letter - 4th Quarter 2022

The balancing act between growth and inflation

3 January 2023

A balanced investment profile aims to offset various influencing factors and stabilize the return. An investor in bonds provides debt capital to companies and is usually compensated with a fixed interest rate. An investor in equities is a co-owner and thus participates in the profits or losses of a company.

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Investment letter - 3rd Quarter 2022

With higher interest rates, opportunity costs return

4 October 2022

Low inflation rates accompanied by low interest rates have favored high asset valuations. After some 40 years, this trend has reached its temporary peak with the Covid crisis. The structural drivers of low inflation rates are facing headwinds for the first time in many years.

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Investment letter - 2nd Quarter 2022

The mathematical laws of investing

4 July 2022

Record-low interest rates coupled with record-high inflation are leading to deeply negative real interest rates. To correct this situation, either interest rates must rise or inflation rates must fall. Since inflation has turned out to be less “transitory” than central banks had hoped, they now see themselves forced to raise interest rates substantially.

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Valvest Partners AG, Dufourstrasse 1, 8008 Zurich, Switzerland
+41 44 250 42 44 info@valvest.ch
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