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Jan 22, 2024

4 Minute Read

European life insurance at the Swiss border

As part of our collaborative publications, we are pleased to share with you an article on European life insurance at the Swiss border. This article was written by Mr. Pierre-Olivier Kramer, Managing Partner of Gatsby & White SA.

Nov 1, 2023

5 Minute Read

Has Quantitative Tightening killed the bull market?

The massive asset purchases by central banks post-2008 have raised questions about its impact on the stock market and the risks arising once balance sheets start to shrink.

Jul 6, 2023

5 Minutes Read

Do analysts predict market returns?

Data providers like Bloomberg aggregate the target prices published by sell-side analysts to derive a marketwide consensus price target. Does the wisdom of this crowd tell us something about future returns?

Jan 15, 2023

4 Minute Read

Generative AI - a productivity revolution or bullshit machine?

Only just released, ChatGPT has taken the internet by storm and drawn attention to a new breed of software writing computer codes and poems or drawing cartoons.

Dec 9, 2022

5 Minute Read

La gouvernance familiale

Pour la première fois dans une nouvelle série de publications collaboratives, nous avons le plaisir de partager avec vous un article sur le thème de la gouvernance familiale, un sujet qui nous tient à cœur.

Oct 29, 2022

2 Minute Read

Amadeus Weekly 2022 W43

Once a week, we summarize the most important market developments and macroeconomic events in a brief chartbook.

Oct 24, 2022

3 Minute Read

Value, Growth and Interest Rates - a complicated relationship

Is Value vs Growth just a play on rates? Decomposing the drivers of relative performance into Dividends, EPS Growth and P/E Expansion yields mixed evidence.

Oct 14, 2022

2 Minute Read

Amadeus Weekly 2022 W41

Once a week, we summarize the most important market developments and macroeconomic events in a brief chartbook.

Oct 8, 2022

2 Minute Read

Amadeus Weekly 2022 W40

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

Oct 3, 2022

5 Minute Read

The Put/Call Ratio as a contrarian market timing indicator

Do elevated levels in the Put/Call ratio precede higher equity market returns? We have tested the merits of option volumes for the timing of bottom-fishing.

Oct 1, 2022

2 Minute Read

Amadeus Weekly 2022 W39

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

Sep 28, 2022

3 Minute Read

Energy crisis: which financial opportunities?

The energy crisis is an abysmal shock for Europe, but it is also a source of opportunities. Our article explains why we anticipate oil prices to stay high in the short term while we expect renewables to be the ultimate winners eventually.

Aug 27, 2022

2 Minute Read

Amadeus Weekly 2022 W34

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

Aug 20, 2022

2 Minute Read

Amadeus Weekly 2022 W33

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

Aug 15, 2022

3 Minute Read

What's up with the Great Resignation?

The labour force participation rate has recovered slower than expected post-Covid, causing shortages and soaring wages. We analyze the demographic drivers of the phenomenon in five charts.

Aug 13, 2022

2 Minute Read

Amadeus Weekly 2022 W32

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

Aug 11, 2022

1 Minute Read

Amadeus to provide research to new investment fund

After two years of successful internal testing, a global macro strategy developed by Amadeus Capital will be used for the management of the newly launched W Multi-Asset Balanced ESG.

Aug 10, 2022

7 Minute Read

Spoiled for choice - how to configure a short-put strategy?

Selling put options is a popular strategy that promises compelling returns if executed correctly. However, the right design and execution are essential.

Aug 6, 2022

2 Minute Read

Amadeus Weekly 2022 W31

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

Jul 29, 2022

2 Minute Read

Amadeus Weekly 2022 W30

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

Jul 23, 2022

2 Minute Read

Amadeus Weekly 2022 W29

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

Jul 16, 2022

2 Minute Read

Amadeus Weekly 2022 W28

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

Jul 13, 2022

5 Minute Read

Are we heading into an earnings recession?

The rare divergence between equity market performance and earnings estimates in 2022 draws attention to the complicated relationship between corporate profits and share prices. We have seen this before - in the 70s.

Jul 9, 2022

2 Minute Read

Amadeus Weekly 2022 W27

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

Jul 1, 2022

2 Minute Read

Amadeus Weekly 2022 W26

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

Jun 27, 2022

2 Minute Read

Amadeus Weekly 2022 W25

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

Jun 23, 2022

5 Minute Read

Will TIPS shield you from the inflation surge?

Inflation has become a key concern for investors worldwide. In our article, we elaborate on inflation-linked bonds and show why these instruments are not as straightforward a choice as the name suggests.

Jun 17, 2022

2 Minute Read

Amadeus Weekly 2022 W24

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

Jun 16, 2022

4 Minute Read

How accurate are the Fed's interest rate projections?

Every quarter, the FOMC publishes a set of economic projection materials, including the widely watched Dot Plot. But how much do these projections really tell us about the future path of interest rates?

Jun 10, 2022

2 Minute Read

Amadeus Weekly 2022 W23

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

Jun 4, 2022

2 Minute Read

Amadeus Weekly 2022 W22

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

May 25, 2022

2 Minute Read

Amadeus Weekly 2022 W21

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

May 23, 2022

4 Minute Read

ESG investing will never be fully objective - and that's ok

In a controversial decision, S&P removed Tesla from its ESG indices. We believe that for Wealth Managers, the subjective nature of ESG investing can be an opportunity.

May 20, 2022

2 Minute Read

Amadeus Weekly 2022 W20

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

May 16, 2022

3 Minute Read

Valuation doesn't matter... until it does

For more than a decade, expensive stocks kept getting more expensive while value investing looked like a fool's game. Now, many active strategies have shredded years of outperformance within weeks.

May 14, 2022

2 Minute Read

Amadeus Weekly 2022 W19

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

May 11, 2022

6 Minute Read

Should I invest all at once or spread it out?

Many investors are uncomfortable with significant lump-sum investments in risky assets. It is therefore often recommended to stagger the market entry. But does this strategy indeed reduce risk?

May 6, 2022

2 Minute Read

Amadeus Weekly 2022 W18

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

Apr 29, 2022

2 Minute Read

Amadeus Weekly 2022 W17

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

Apr 22, 2022

2 Minute Read

Amadeus Weekly 2022 W16

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

Apr 15, 2022

2 Minute Read

Amadeus Weekly 2022 W15

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

Apr 9, 2022

2 Minute Read

Amadeus Weekly 2022 W14

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

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