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
The global economy is watching a strait, and geopolitics there appears to be driving without a licence
Negotiations between the United States and Iran follow a pattern of agreement, rupture and renewed rapprochement, with the oil price acting as the immediate seismograph. The energy shock is colliding with existing sources of price pressure and risks feeding through into wages and inflation expectations. While the Fed under Kevin Warsh has largely abandoned forward guidance, the ECB responded in June to an imported shock that higher European rates can neither prevent nor reverse. Even so, there is reasonable hope of a durable interim solution at the Strait of Hormuz for the remainder of the year.