Nouvelles et Publications

04-12-20

The Fixed Income Conundrum of Asset Allocators

By fall next year, the great bond bull market will potentially be celebrating its 40th anniversary, with the US 10Y yield having fallen from a high at 15.84% in September 1981 to a low of only 0.51% in August 2020.

Asset allocators who have not given up on generating returns exceeding fees and inflation face tough choices. Those who do not want to bet the bank on equities should better look for alternatives.

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.

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.