Das Family Office Mario Becker — EYEHangout Wealth Management (Singapore Management University SMU)
CEO of Das Family Office Mario Becker guest speaker at #EYEHangout Series 5 Singapore Management University (SMU)
DFO Reflections – Q3 2024
The third quarter, notorious for its high volatility, is now behind us. In fact, the crash in Japan on August 5th was accompanied by historically high levels of more than 60 in the so-called VIX index, which measures the volatility…
DFO Yearbook — 2023 Investment Universe
After the ‘Big Bond Reset’ of 2022 and the associated fallout in global financial markets, we could witness a very pleasant and highly rewarding recovery in 2023. All major asset classes achieved positive returns. In some cases, such as global…
DFO Reflections – Q2 2024
The first half of the year has been very pleasing for global equity investors. This can be easily recognized by the fact that the widely known indices of the MSCI and FTSE All World families are all recording double-digit returns…
DFO Reflections – Q1 2024
After very high returns towards the end of 2023, we had expected a consolidation for the start of 2024. Instead, the first quarter was characterized by continued strong gains, especially for global stocks. Despite comparatively high valuations, it was again…
DFO Reflections – Q4 2023
A very good year with only a few losers! Expectations for financial markets in 2023 were modest, especially against the backdrop of continuing inflation and rising interest rates in all major economies except for China. It was therefore even more…
DFO Reflections – Q3 2023
After stock and bond prices rose unexpectedly strong in the first half of the year, quite a few storm clouds gathered in the third quarter. The months of August and September presented an echo of the financial market weakness of…
DFO Reflections — Q2 2023
With few exceptions, global financial markets continued to develop very favourably in the second quarter, which is positively reflected in the portfolios of our clients. Above all, the strong rise of the Nasdaq 100 index by more than 30 %…
DFO Reflections — Q1 2023
After last year’s historically bad development in global financial markets, 2023 has so far shown itself to be a year in which some trends of the previous year, such as the ongoing increases in central bank interest rates, will continue, but other trends are already reversing strongly: For example, technology stocks are again among the winners of the new year. The Nasdaq 100 Index, which contains many well-known technology stocks, is already up almost 20 % and can make up for a large part of the losses of 2022.
DFO Yearbook — 2022
2022 was a historic year in that it has seen the biggest bond bear market of our lifetime. Maybe historians will use words like ‘Bond Bubble Burst’ or the ‘Big Bond Reset’ to describe a market, in which global bond market aggregates lost more than 15% of their value. These are losses that couldn’t be witnessed in more than 100 years. The good news is that the massive overvaluation of global bond markets should now come to an end. The same goes for the experiment with negative interest rates, which lasted for almost a decade.
