March 2016 - NScope archives

  • Cube_Perception vs Reality
    Perception vs. Reality: are high yield ETFs riskier than similar funds? by Angel Sanz, Mar 29 2016

    Daniel Kahneman, the Nobel Prize in Economic Sciences in 2002, wrote a best-selling book entitled “Thinking, Fast and Slow”. The central thesis of the book is that human beings have two modes of thought: System 1: Fast, instinctive and emotional;  System 2: Slow, deliberative and logical. We can say that System 1 resembles  the PERCEPTION, […] read more

  • Notz Stucki Milan Office
    Nota Settimanale – Mercati 25 03 2016 by Notz Stucki, Mar 29 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- 25 03 2016 Panoramica macro Europa: QE o helicopter money? Italia: nuovi aumenti in agguato Germania: economia trainata dai consumi interni read more

  • Oncology
    Paradigm shift in oncology drug development by Martin Frenette, Mar 24 2016

    The headlines made for grim reading. According to Cancer Research UK, in the US, 1 in 2 women and 1 in 3 men will develop cancer in their lifetime. Now, a similar rate has been reported in the UK, with a new study published in the British Journal of Cancer claiming 1 in 2 men and women will […] read more

  • Notz Stucki Milan Office
    Nota Settimanale – Mercati 18 03 2016 by Notz Stucki, Mar 18 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 – 18 03 2016 Panoramica macro FED: i rischi esterni invitano a maggiore prudenza Banche Centrali in movimento Cina: la bolla del settore immobiliare read more

  • Notz Stucki Milan Office
    Nota Settimanale – Mercati 11 03 2016 by Notz Stucki, Mar 18 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 – 11 03 2016 Panoramica Macro: settimana in attesa del giovedì della BCE Europa: incertezze sul reale effetto economico della nuova politica monetaria BCE Cina: economia ancora instabile. Nuovo piano […] read more

  • 7Questions-23022016
    7 questions to a start-up: DXMarkets by Amelie Janssens, Mar 14 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

  • NSSA Ladies web
    Is Notz Stucki the standard financial company? by Irene Olivet-Mircea, Mar 7 2016

    Brett Steenbarger wrote in Forbes Investing that in most of his workshops dealing with money management professionals, the ratio of attendees is around 20 men to 1 woman. Wow! This can also be applied to other fields of management, even if to a lesser extent. The attendance to our bi-annual investment conferences tends to prove […] read more

  • Source: Cliffwater Hedge fund research
    How hedge funds can help: 10 years of H-Worldwide Multi Strategy by Martin Frenette, Mar 7 2016

    The news that Calpers in the States and PFZW in Europe were pulling out of hedge funds did not come too much as a surprise considering how their portfolios fared. There were clearly specific issues regarding these two investors but as large allocators and opinion leaders in the market, there was a risk that this […] read more

  • china
    Asian hedge funds have held their ground by Martin Frenette, Mar 5 2016

    Investing in Asia has always been fraught with dangers but also opportunities. For anyone following the markets of late, it’s been impossible not to formulate an opinion on China: everything from the meltdown in the A share market, to the slowdown of the economy, to the potential bubble in credit and devaluation of the yuan […] read more

  • Notz Stucki Milan Office
    Nota Settimanale – Mercati 04 03 2016 by Notz Stucki, Mar 4 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 – 04 03 2016 Panoramica Macro: forte correlazione tra azionario e petrolio Europa: rischio deflazione ed attesa per la BCE Tasse di successione 2016, il Governo studia la riforma Sovrappeso […] read more