Journal
March 2023
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Incrementum All Seasons Fund wins Lipper Fund Award 2023
We are both very pleased and proud to announce that our Incrementum All Seasons Fund received the Refinitiv Lipper Fund Award 2023 as the best Mixed Asset fund in the category EUR Flex – Global over three years in Germany (out of 652 funds)
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Impact of rising interest rates on real estate investments, article by Dr Christian Schärer and Stefan M. Kremeth
For this article, we were asked to elaborate on our view on the impact of rising interest rates on real estate investments. After a general introduction to current topics, we will outline what we consider critical factors of this popular asset class in the now-changed interest rate environment.One year ago, when the Russian war of […]
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Your Bets / Interesting Aspect
Good Morning Ladies and Gentlemen Many thanks for all your messages and participating in the Incrementum year-end competition. We all know it is seemingly impossible to forecast the future and that we are doing this for fun. S&P So far, the highest bet on the S&P stands at 4’634 and the lowest at 3200. Gold […]
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Taking Responsibility
Good Morning Ladies and Gentlemen «The difficulty lies not in the new ideas but in escaping from the old ones.» By John Maynard Keynes Credit Suisse What happened to Credit Suisse, you may ask? I have been pointing out for years that Credit Suisse, on the one hand, was selling its real estate, writing losses, […]
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Preview Chartbook In Gold We Trust Report 2023
As every year, we present our Preview Chartbook for IGWT 2023, which contains some of the most important charts we will present in this year’s report.
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Executive Global Magazine – Staying Ahead in a Fast-Paced Environment
Stefan M. Kremeth, CEO of Incrementum AG and Christian Schärer, Partner of Incrementum AG, were asked by the Executive Global Magazine to elaborate on their view on the impact of rising interest rates on real estate investments. Read more in the article.