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
AI Boom, Strong US Economy and Record Highs: Is the Stock Market Party Really Over?
Record highs, a surprisingly strong US economy and billions flowing into artificial intelligence – yet towards the end of October the first cracks appeared in the stock market rally, as investors increasingly asked questions about the profitability of AI investments. Alphabet lost around $500 billion in market value following its quarterly results. Further pressure came from oil prices temporarily above $117 per barrel, ten-year US Treasury yields exceeding 5% and a weak eurozone, where the ECB’s early interest rate increase is seen as a monetary policy mistake. The underlying outlook nevertheless remains constructive: the stock market party is by no means necessarily over, but it is likely to become more demanding.