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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 …
Approaches based on modern portfolio theory (MPT) have dominated the financial industry for 60 years. Thinking in terms of factors such as …
In the last two decades, China has been recognized as the country where the “American Dream” could be realized. Many companies from …
Never put all of your eggs in one basket…but how big should the basket be? It will unlikely come as a surprise …
September 2021 | B2B | Diego Föllmi Japan may seem an unusual country in which to target investment returns. However, we would …
Social networks superpower May 13, 2019, turned out to be quite nervous for many UK’s Metro Bank’s clients who rushed to withdraw …
Michael Griesdorf | the Market NZZ Covid-19 has led to a flight to quality stocks. However, names such as Sika and Ems-Chemie …
Too much of ESG? Last month, former head of the board of governors at the Japanese Government Pension Fund, the largest retirement …
Finally, the time of value investors has come as after many years of surrendering to growth, value outperformed globally thanks to the …
Since 2008, Swiss asset manager Herens Quality Asset Management has presented its annual Quality Corporate Excellence Awards. With these awards, the asset …
The asset manager Hérens Quality Asset Management has presented its list of the world’s best stocks. BÖRSE ONLINE has filtered out six …
Through hardships to the stars Wouldn’t it be amazing if all the life choices we made yielded a perfect score? If we …