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
War, Inflation, Record Highs – What Could Possibly Go Wrong?
War in the Middle East, the Strait of Hormuz effectively closed, oil prices above $90, rising inflation – and equity markets respond with new record highs. Markets are becoming more resilient to the conflict between the US and Iran and are refocusing on fundamentals: strong US earnings growth and an ongoing AI investment cycle that investors are now scrutinising more critically. The Strait of Hormuz remains the key risk, but a diplomatic solution should not be ruled out. As long as earnings keep growing and the economy proves resilient, there are good reasons not to fight the market.