Our thoughts

 

 

IFRS 16: Putting Balance Sheets to the test

As of January 1st 2019, new accounting regulation IFRS 16 will come into force, and the very nature of this principle will change the look of reported balance sheets globally.

 

Japan-Considerations for the next five years

Our Japanese equity portfolio celebrated its five-year anniversary with an excellent performance.

 

Investment in P2P lending as risk-diversifying and return-boosting additions to the portfolio

Peer-to-peer lending is the fastest-growing form of private debt, which also includes Distressed Debt, Venture Debt, Mezzanine Financing and Direct Lending.

 

Hérens Quality flash takeaways from China

Global investors are concerned about a slowdown in China, but there still seem to be a lot of measures the government can take in order to achieve sustained growth.

 

Staatsanleihen gehören nicht in ein Quality Portfolio

Staatsanleihen sind in aller Regel un­besichert. Das heisst, der Anleger kann in einem Restruktu­rie­rungs­­fall nicht auf zuvor definierte Sicherheiten zurück­greifen.

 

Corporate Excellence Award 2018

Wir von Hérens Quality Asset Management befassen uns seit über 15 Jahren intensiv mit dem Thema Unternehmensqualität und setzen die gewonnenen Erkenntnisse seit der Gründung konsequent in unseren Anlagelösungen um.

 

Strength in Corporate Governane: A path to Alpha

AIG, Citigroup, Intel, Nokia, Orange, Rolls Royce, Target and Volkswagen are all further examples of prominent companies that have, at some time in recent years, lost their shine and substantially underperformed the market. Over the past decade, about one in five CEOs of top 100 companies in the USA and Europe has either been fired or left under a cloud after the company underperformed the market by 25% or more in their last two years.What are the reasons for these stumbles and what ca be done to avoid these cases in the stock portfolio?

 

Companies may change, but corporate excellence standards remain

These are some of the key insights into the Corporate Excellence Award 2018 results and how they compare to the results of the contest from five years ago in 2014.

 

Active or passive investment in an uncertain environment

If the market turns south, the passive investor is guaranteed to lock in all market losses. There is evidence that really active managers have the best chance to outperform in two distinct environments – high volatility and down markets. Reasonably skilled managers are able to capture alpha in an uncertain environment.

 

Problematic leadership: Underperformance starts at the top

Underperforming CEOs are more common within the Energy and Financial sectors, followed by Materials and Information technology sectors

 

Monthly Topic: Alternative Data

Technology is transforming investment management just like any other industry during the last few years and, to stay up-to-date, asset managers should increasingly put focus on enhancing their investment processes with data-driven solutions that could substantially improve their results.

 

Quality of CSR along with Corporate Excellence

The trend towards socially responsible investments has been around for a relatively long time, however global growth in SRI assets has not weakened.

 

Discover Japanese strong quality companies

The period of economic stagnation in Japan from 1991 to 2010, following the collapse of the country’s massive asset bubble, is often referred as Japan’s lost 20 years.

 

Unexpected winners of the tech revolution

That is essentially how the retail industry will look like in the nearest future.

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