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Contagion On Monday morning of 24th of February something was brewing – S&P 500 futures were flashing red, eventually finishing the day …
Economic shock Current set-up is such that global economy is basically paralyzed and the GDP forecasts are being adjusted downwards every week. …
Low bond yields and negative interest rates are putting investors under pressure. It is no longer even a question of earning something, …
How to increase returns on capital? ROE of 43% in 2012, 59% in 2015, 86%- in 2017, 143% in 2019 – looks …
Fatal Attraction Did you know that there are over 630 different meat-eating, flowering plants in the world? Like pitchers, for example, that …
Wer sein Geld von einem Profi verwalten lässt, wurde in den vergangenen Jahren mehrheitlich enttäuscht. 2019 lief deutlich besser. Schweizer Vermögensverwalter haben …
LOOSE MONETARY POLICY MADE THE YEAR FOR INVESTORS Market growth was supported by favorable central bank positions across the world Fig.1 2019 …
Static vs. momentum-based ESG rating Glaciers meltdown, frequent forest fires, Venice under water – more and more cases point to the alarming …
Something old, something new For the last few centuries economists developed plenty of concepts for assessing quality of business models, mostly based …
Diversification = ‘free lunch’? Thomas Cook collapsed this September, being responsible for huge losses incurred by small and large investors. How would …
Investments in R&D and marketing to keep and extend economic moat Investors, analysts, competitive landscape – they all require the companies to …
Low valuation indicates fundamental problems Historically, value stocks have been superior to the growth stocks: since 1933, value has outperformed growth in …
REBOUND AFTER WEAK 2018, GROWTH AND QUALITY REMAIN ATTRACTIVE Year started very well as the growth was supported by favorable central bank …