News and publications

23-10-20

A new age of dispersion or just the normal madness of equity markets?

For investors who hoped that the pandemic induced market crash would result in a broad regional, sector or style rotation, the second half of 2020 has been rather awful so far. Totally disappointing the hopes of contrarians, Covid19 has struck a blow for winning investments and battered already underperforming strategies.

30-09-20

How Swiss wealth managers can keep flying

The thought-provoking cocktail of digital (technology) disruption, low yield environment and the rise of passive investment products is severely impacting the traditional Swiss wealth management and many players are not prepared for it.

31-08-20

Low rates lead investors to look beyond the classic 60/40 Mix

Pros have lots of choices, but for individuals, the best move may be to start saving more

07-04-20

Learning from mistakes. In the fast paced financial world it is easy to get carried away by the daily ups and downs

But taking a step back now and then to calmly reflect our actions is essential for lasting success. We can only improve over time if we systematically learn from mistakes and we can only learn from our mistakes if we identify them properly.