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In March 2023 edition of the Research Insight video we examine two Quality companies from the same sector and the same country, …
Chronicles of 2022 and Beyond One of the major newsmakers in 2022 was Elon Musk and the saga of taking over Twitter, …
This time is different? During two days (26th and 27th of January 2023) Buzzfeed, an online media company, the stock rose 200% …
No question, it was a tough time in 2022 to keep nerves in calm mode watching the markets and the global economic …
2022 will go down in history as an extremely difficult year for equities. Above all, the extremely high volatilities at times will …
How can it be that a high-quality company such as Sika has lost more than 40% in 2022? Discussion with Jelena Daha, …
Energy is slaying it for the second consecutive yearr With 2022 being a gruesome year from every perspective – geopolitical, economic, as …
B2B | SEPTEMBER 2022 The current stock market sentiment is once again characterized by setbacks and scandals. But there are also companies …
COVID heritage and higher interest rates Raging global COVID-19 pandemic that the world lived through over last two years has now been …
Market volatility remained very high in the third quarter of 2022, with September ending on a rather pessimistic note in all regions. …
Powering the economy and your portfolio Can you guess which industry delivered the highest return over the last decade? Interestingly, it was …
SUMMARY With the White Paper dedicated to Japanese market originally published in October 2020, it is a better-than-ever time to refresh our …
Have we been here already? Discussing the long-lasting sell-off of the IT sector in the United States, market participants were looking up …
There is a good chance that first half of 2022 has turned out not to be what majority of investors have expected …
Markets did not find a friendly end to the first half of the year in June 2022, and as a result international …
And the winner is.. Sector allocation is in focus of attention basically of every private and professional investor, regardless of whether it …
FONDSNET | May 2022There are a handful of systematic investment concepts that have become established over the past few decades and have …
Due to the current market turmoil, we decided to discuss it in a short video. In the first edition of the Market …
Investors’ dilemma As long-term investors, we do not make asset allocation decisions lightly: we follow a disciplined procedure, and any buy call …