Participation at the Wealth Office Conference 2025 – 3rd Place for HQAM in the “Battle of the Best”
HQAM was honoured at the Wealth Office Conference 2025 for its growth-oriented investment strategy. A brief review of our participation.
Qualität
Enterpreneuership
Performance
Nachhaltigkeit
HQAM was honoured at the Wealth Office Conference 2025 for its growth-oriented investment strategy. A brief review of our participation.
A bumpy ride Quality stands out as one of the most consistently rewarding styles. However, its post-pandemic outperformance has been more modest. As shown in Fig. 1, the Quality factor has seen three notable periods of underperformance in the 2020s: 1) Late 2020–early 2021, during the early recovery, when Value stocks outpaced Quality; 2) 2022,
What’s up with Quality? Read More »
The return of comprehensive US tariffs is causing considerable market distortions, with consequences for growth, inflation and corporate profits worldwide.
Political talks and real impact Read More »
It seems that the initial euphoria surrounding the new US presidency has not only subsided, but that President Trump’s second term in office has already reached a critical point just a few weeks after his inauguration.