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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 …
Fundamentals are back in focus Recently, a note from Morgan Stanley, which found that the gap between reported earnings and cash flow …
A big bad wolf The only thing investors are dreading more than inflation is stagflation – a rather rare set-up in the …
Quality in the current market Inflation and higher interest rates are currently the focus of investors and have led to a shift …
Unlucky combination Start of 2022 was quite rough causing stress to many investors, particularly if they had a growth tilt in their …
Attractively-valued quality companies have tended to face a headwind since Autumn 2021. In terms of time horizon and regions, the headwind was …
2021 was another peculiar year, not nearly as wild as its predecessor, but it nevertheless required investors to stay alert, sharp, and …