February 2016 - NScope archives

  • CocoaPuffs 4
    Coco Puffs by Martin Frenette, Feb 29 2016

    Bank stocks have been falling over growth fears. That eventually started to catch up with additional Tier 1 securities. Deutsche Bank’s are particularly vulnerable because of the firm’s weak profitability, relatively low capital and uncertainty over German AT1 accounting idiosyncrasies. But they’re not the only poster boys for the meltdown. Year to date Credit Suisse […] read more

  • Notz Stucki Milan Office
    Nota Settimanale – Mercati 19 02 2016 by Notz Stucki, Feb 19 2016

    Please check the latest weekly notes directly from our Milan branch / Di seguito l’ultima nota settimanale del nostro ufficio di Milano. Mercati Nota settimanale – 19 02 2016 Panoramica Macro: Borse Europee tentano il recupero BCE: QE2, resilienza settore bancario e riforme strutturali Petrolio: l’accordo tra i produttori delude il mercato Europa: trattative serrate […] read more

  • 7Questions-23022016
    7 questions to a start-up: KYC3 by Amelie Janssens, Feb 16 2016

    Fusion – the first-ever FinTech business incubator in Switzerland – exists to shape innovation in financial services by combining up-and-coming tech talent with Swiss state-of-the-art financial know-how. As a Fusion member, Notz Stucki is actively involved in the incubation process. Discover our series “7 questions to a start-up” to get a feeling of who are the participants of […] read more

  • Source Bloomberg. 
Linear regression showing quarterly performance over ten years of the Newedge CTA index and the MSCI World. This graph shows how CTAs generate large levels of alpha in both up and down markets but add very little value in a choppy environment where market performance is zero.
    Will 2016 be the year for managed futures? by Martin Frenette, Feb 13 2016

    It will be no surprise to readers of this blog that investors who were able to overweight managed futures (also known as Commodity Trading Advisors or CTAs) in their portfolio outperformed during market shocks, especially in 2008. read more

  • computer_identification
    When regulatory projects induce Fintech applications by Alexandre Chenaux, Feb 13 2016

    Not one day goes by without the term “Fintech” appearing on the agenda of a conference, on newspaper titles, in coffee-break chats. Its definition remains however quite abstract for many. read more

  • fusion-office-opening
    Fusion Office Opening by Amelie Janssens, Feb 5 2016

    On the 5th of February, the start-ups, mentors, corporate members and resource partners of Fusion gathered around a cocktail lunch to officially launch the new office space. read more

  • Source: Bloomberg
    Chart of the month: February Edition by Pierre Mouton, Feb 1 2016

    The incredible bull market in bonds “You seem to have this nasty habit of surviving, Mister Bond”   When Kamal Khan tells James Bond that he has a nasty habit of surviving in “Octopussy” in 1983, he does not refer to the bond market obviously….. But funny enough the year the movie was released more or […] read more