Qualität
Enterpreneuership
Performance
Nachhaltigkeit
A big bad wolf The only thing investors are dreading more than inflation is stagflation – a rather rare set-up in the economy, when inflation rates are high, economic growth rate is slowing, while unemployment remains steadily elevated. There can be different origins to this event, but most common are just two – poor economic […]
The Quality shall prevail, stagflation or not Read More »
Quality in the current market Inflation and higher interest rates are currently the focus of investors and have led to a shift towards value. Quality could not keep up in this environment. Regardless of the macroeconomic conditions, we believe that it is possible to identify companies that, due to their quality characteristics and the resulting
How we navigate through the rotation Read More »
Unlucky combination Start of 2022 was quite rough causing stress to many investors, particularly if they had a growth tilt in their stock portfolio. It was a combination of factors that caused most significant downside since markets free fall in March 2020 due to COVID spread. First, Fed intends to start fighting inflation which jumped
Stock market wild Dance Read More »
Attractively-valued quality companies have tended to face a headwind since Autumn 2021. In terms of time horizon and regions, the headwind was relatively uniform, which confirms the idea of a widespread pressure on the investment style, focused on attractively-valued quality companies. Moreover, this headwind has been felt not only by the HQAM Quality portfolios, but
Three reasons for Quality Read More »
Hérens Quality Assset Management
Bahnhofstrasse 3
8808 Pfäffikon SZ
Switzerland
T: +41 (0)-43 222 31 41
F: +41 (0)-43 222 31 40
E: info@hqam.ch
© 2025 HQAM. All Rights Reserved.
«I have read and understood the aforementioned provisions and agree to the contents».
Non-Binding
The information published on this website does not constitute a recommendation, an offer, or a solicitation to buy or sell investment instruments, to engage in transactions or to enter into any type of legal transaction. The published information and expressions of opinions are made available by Hérens Quality Asset Management AG exclusively for personal use and for informational and advertising purposes only; they may be altered at any time and without prior notice. For further information, please consult the Basic Information Sheet (BIS), the prospectus, or other relevant documents under foreign law that are equivalent to the Basic Information Sheet (such as Key Information Documents/KIDs), which can be downloaded from www.hqam.ch. Hérens Quality Asset Management AG does not make any warranty (neither expressly nor implicitly) about the accuracy, completeness and timeliness of the published information and expressions of opinion. The information on this website does not represent an aid for making decisions on commercial, legal, tax or other advisory issues, nor may any investment or other decisions be taken based solely on this information. Advice from a qualified expert is recommended.
Limitation of Liability
Hérens Quality Asset Management AG disclaims all liability whatsoever for losses or damages of any type – whether direct, indirect, or consequential damages – that may result based on the use of or access to this website or based on links to websites of third parties. Furthermore, Hérens Quality Asset Management AG disclaims all liability for manipulations by unauthorized third parties of the EDP system of the Internet user. In this regard, Hérens Quality Asset Management AG expressly refers to the danger of viruses and the possibility of targeted attacks by hackers. For purposes of combating viruses, the use of current browser versions as well as the installation of anti-virus software that is continuously updated is recommended. Internet users should basically refrain from opening emails of unknown original and unexpected attachments to an email.
Links
Certain links on this website lead to websites of third parties. These websites are completely beyond the control of Hérens Quality Asset Management AG, which is why Hérens Quality Asset Management AG disclaims all liability for the accuracy, completeness and lawfulness of the content of such websites as well as for any offers and services that may be contained therein.
Local Legal Restrictions
The website of Hérens Quality Asset Management AG is not intended for persons who are subject to a legal system that prohibits the publication or accessing of this website (based on the nationality of the person in question, his/her place of residence or other reasons). Persons who are subject to such restrictions are prohibited from accessing the website of Hérens Quality Asset Management AG.
Use of This Website
The entire content of this website is protected by copyright law. It is permissible to save or print out individual pages for personal or non-commercial use. The complete or partial reproduction, transmission (electronically or otherwise), modification, linking to or use of the website of Hérens Quality Asset Management AG for public or commercial purposes is prohibited in the absence of the prior written consent of Hérens Quality Asset Management AG.
