T&T International Wealth Management

08/08/2026

https://www.tt-international.ch/market-updates/market-update-08-2026

In August 2026, T&T International maintains an Attractive stance on equities across the US, Europe, Asia ex-Japan, Japan, Singapore, Australia, China, India, Germany and Emerging Markets, as indices hover near all-time highs and markets look past the Middle East conflict to refocus on strong underly...

03/08/2026

https://www.linkedin.com/posts/tt-wealth-management_thank-you-jessica-iachia-for-your-special-activity-7490010342299865088-cgAD?utm_source=share&utm_medium=member_ios&rcm=ACoAAAHCYtEBZ0Y-ebsmK6cQtYRCKXE7iOPUH5Q

Thank you Jessica Iachia for your special and deep going insits last night at Gstaad Yacht Club . A truly inspiring presentation and great conversations afterwards during dinner.

09/07/2026

The Topic of the Month — Are We in an AI Bubble? — argues the answer depends on whether AI can turn today's scarcity into tomorrow's abundance. What matters is whether today's extraordinary earnings can endure, not where valuations sit relative to history — and still-elevated margins suggest they can. We remain overweight US equities, favoring the scarce inputs every AI system requires.

In July 2026, T&T International maintains an Attractive stance on US, Swiss, German and Asian equities as markets reach new all-time highs and refocus on strong underlying fundamentals. The macro backdrop remains constructive — resilient consumption, robust access to capital, supportive fiscal pol...

08/06/2026

The first half of the year is coming to a close, and challenges—both geopolitical and in the financial markets— will they ease in the second half?
We wish you a wonderful start to the summer and hope you enjoy reading our newsletter.

The first half of the year is coming to a close, and challenges—both geopolitical and in the financial markets— will they ease in the second half? We wish you a wonderful start to the summer and hope you enjoy reading our newsletter.

08/06/2026

La primera mitad del año está llegando a su fin, y los retos —tanto geopolíticos como en los mercados financieros— disminuirán en la segunda mitad?
Les deseamos un excelente comienzo de verano y que disfruten de la lectura de nuestro boletín.

La primera mitad del año está llegando a su fin, y los retos —tanto geopolíticos como en los mercados financieros— disminuirán en la segunda mitad? Les deseamos un excelente comienzo de verano y que disfruten de la lectura de nuestro boletín.

15/05/2026

Los mercados bursátiles muestran optimismo, mientras que los mercados de bonos invitan a la cautela; al mismo tiempo, el estrecho de Ormuz sigue prácticamente bloqueado. Estos tres acontecimientos están marcando actualmente el panorama del mercado y planteando retos.

Lea nuestro último boletín; esperamos recibir sus comentarios.

https://www.tt-international.ch/market-updates/market-update-05-2026

15/05/2026

Stock markets are showing optimism, while bond markets are urging caution—and at the same time, the Strait of Hormuz remains largely blocked. These three developments are currently shaping the market environment and presenting challenges.

Read our latest newsletter, and we look forward to your feedback

https://www.tt-international.ch/market-updates/market-update-05-2026

20/04/2026

Market swings can feel uncomfortable, but volatility is often temporary.

The real risk for investors is the permanent loss of capital, not short-term price fluctuations.

Staying disciplined during volatility is often what protects long-term returns.

27/02/2026

March 2026 | Financial Market Outlook
Liquidity is quietly becoming the dominant force shaping markets.
While growth remains moderate, diverging central bank balance sheet policies — particularly between the Fed and the ECB — are influencing financial conditions, capital flows, and regional dispersion across assets.
In this month’s newsletter, we highlight:

• Attractive positioning in global equities and selective AI exposure
• Preference for Investment Grade, High Grade and EM bonds
• Opportunities in commodities, particularly gold and copper
• Continued favoring of FX carry strategies into 2026

In a world where direction matters more than magnitude, liquidity may define allocation decisions in the year ahead.
Read the full March Outlook below.

https://www.linkedin.com/feed/update/urn:li:activity:7433191497539203072

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March 2026 | Financial Market Outlook Liquidity is quietly becoming the dominant force shaping markets. While growth remains moderate, diverging central bank balance sheet policies — particularly between the Fed and the ECB — are influencing financial conditions, capital flows, and regional disp...

27/02/2026

Marzo 2026 | Perspectivas de los Mercados Financieros

La liquidez se está convirtiendo silenciosamente en la fuerza dominante que moldea los mercados.

Si bien el crecimiento se mantiene moderado, la divergencia en las políticas de balance de los bancos centrales — especialmente entre la Fed y el BCE — está influyendo en las condiciones financieras, los flujos de capital y la dispersión regional entre activos.

En nuestro newsletter de este mes destacamos:

• Posicionamiento atractivo en renta variable global y exposición selectiva en IA
• Preferencia por bonos Investment Grade, High Grade y de Mercados Emergentes
• Oportunidades en materias primas, especialmente oro y cobre
• Continuidad en estrategias de carry en divisas de cara a 2026

En un entorno donde la dirección importa más que la magnitud, la liquidez puede definir las decisiones de asignación en el año que viene.

Marzo 2026 | Perspectivas de los Mercados Financieros La liquidez se está convirtiendo silenciosamente en la fuerza dominante que moldea los mercados. Si bien el crecimiento se mantiene moderado, la divergencia en las políticas de balance de los bancos centrales — especialmente entre la Fed y el...