News and publications

As the private equity industry has grown and captured an increasing share of investors' portfolios, it has become increasingly common for managers to set up so-called continuation funds. Market observers have criticized the practice as potentially allowing General Partners to avoid testing their assets' valuations in the public realm. At the same time, GP Leds can be viewed as a rational development in a maturing ecosystem and an attractive addition to private market portfolios.

Central Banks worldwide have taken decisive action against inflation and thus put the handbrakes on the economy, making it highly likely that we will face a recession in the near term. However, as we have highlighted previously, the economic cycle and the stock market are seldom completely aligned. Our article takes a closer look at the market environment during the early 90s and finds stunning similarities.

Dans le cadre de nos publications collaboratives, nous avons le plaisir de partager ici avec vous un article sur le couple vertueux formé par l’assurance vie européenne et la gestion de fortune suisse. Cet article a été rédigé par M. Pierre-Olivier Kramer, Managing Partner de Gatsby & White SA., courtier européen en assurance-vie reconnu, complété par une réflexion fruit de l’expérience d’Amadeus Capital en la matière. .................................................................................................................................................... As part of our collaborative publications, we are pleased to share with you an article on the virtuous couple formed by European life insurance and Swiss asset management. This article was written by Mr. Pierre-Olivier Kramer, Managing Partner of Gatsby & White SA., a renowned European life insurance broker, and is complemented by a reflection based on Amadeus Capital's experience in this field.

Following the robust bull market in 2020 and 2021, commodities have come under pressure during the past quarters. A hawkish policy stance by the Fed, prompted by stubbornly higher than anticipated core inflation, has clouded the economic outlook and increased the opportunity cost of holding inventory. However, we believe that the metals supercycle is intact.