About us
Baumann and Partners is a global and independent asset manager based in Luxembourg. Our experts understand the complexities of the global equity and fixed income markets and make informed decisions to protect and grow clients’ wealth. We have extensive experience and expertise. Our decisions are based on a thorough analysis of market dynamics, economic trends and geopolitical developments. Through continuous analysis and active risk management, we achieve results that best suit our clients’ investment profiles.
OUR BUSINESS AREAS
Focus on our clients with proven investment success
Between Uncertainty and a Sense of Renewal – Capital Markets Remain Confident
Despite political uncertainties and patchy economic data, capital markets remain cautiously optimistic, with global growth proving more resilient than expected and easing interest rate pressures (especially in the U.S.) supporting investment and consumption. The OECD has upgraded its growth forecasts, reflecting a broader-based recovery across industries and services—not just tech.
However, risks like geopolitical tensions, high valuations in AI-related sectors, and divergent monetary policies persist. A balanced approach with disciplined risk management will be key to capitalizing on current market opportunities.