After extensive preparation and much anticipation, the time finally arrived in mid-September: the «US West Coast CB Tour» organized by the US investment bank Jefferies kicked off, and Holinger Asset Management was proud to be the only exclusive convertible bond boutique from Switzerland to participate.
Our market and performance review for the first half of 2024.
At Holinger Asset Management, true global diversification has been our guiding principle since inception.
The beginning of spring is upon us, nature is awakening, and the tulip season is starting. This metaphorically applies to the revival of cryptocurrencies as well: with the US Securities and Exchange Commission's approval of Spot Exchange-Traded Products on Bitcoin in January of this year, the cryptocurrency has finally become mainstream and has since been flooded with cash flows.
In the wake of cautious communication from the U.S. Federal Reserve, markets have significantly reduced their expectations for imminent interest rate cuts over the past weeks: While two rate reductions by May this year were priced in at the end of 2023, the first adjustment is now expected only in June.
Our market and performance review of 2023.
As of December 1, 2023, the fund is now a publicly accessible UCITS fund under Liechtenstein law.
Leonardo Spangaro to join Holinger Asset Management from January 2024.
Here is what Scope Explorer says about us:
Scope has nominated Holinger Asset Management AG.
Our market and performance review for the first half of 2023.
After implementing a comprehensive ESG process earlier this year, the final adjustments for ESG integration were successfully completed in October 2022.
This year has proven to be anything but investor-friendly and satisfying.
Chinese stocks have already underperformed compared to European and American stocks last year. This trend continued into 2022 and has intensified since the beginning of March.
The earnings season has concluded, and most of the reported figures for the third quarter or half-year were positive. However, there were a few disappointments from a CB (convertible bond) perspective.
The Japanese stock markets have recovered after the brief but sharp correction, with losses of around 9% from mid-September to the end of the first week of October, and are now up 4.4% from their lowest point.
Headlines about China Evergrande’s potential insolvency sent shockwaves through the market.
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