July 2016 - NScope archives

  • Investment Outlook
    Investment Outlook Q3 2016 by James Macpherson, Jul 25 2016

    Notz Stucki has just released its investment outlook for the third quarter of 2016. Please click here to download the document. read more

  • Notz Stucki Milan Office
    Nota Settimanale – Mercati 22 07 2016 by Notz Stucki, Jul 22 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 – 22 07 2016 Panoramica macro BCE: tassi invariati e ripresa economica moderata Italia: trattative Bruxelles-MPS sempre più vicine Mercato obbligazionario caratterizzato da rendimenti bassi read more

  • Marie Caroline Fonta trail
    Verbier – Saint Bernard @TVSB2016 Traversée by Notz Stucki, Jul 22 2016

    We want to send our sincere congratulations to our colleague Marie-Caroline Fonta who successfully finished a highly demanding race: the famous Verbier – Saint Bernard Traversée of 61km and 4’100m of positive ascent. The now well known Traversée starts off with a 4,300ft ascent to reach the “col de Fenêtre” (2’698m) . Then the runners continue […] read more

  • Fusion
    Fusion startups selection for year 2: behind the scene by Amelie Janssens, Jul 19 2016

    In early April, Fusion opened applications for startups who wish to participate in the acceleration program for 2016-2017. “Fusion season 2” is coming up! The startups selected for the 2015-2016 twelve months program will leave Fusion in September. Right onwards startups for the second batch will follow in early October for a very intensive first 3 months […] read more

  • Notz Stucki Milan Office
    Nota Settimanale – Mercati 15 07 2016 by Notz Stucki, Jul 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 – 15 07 2016 Panoramica macro Sistema bancario europeo Gran Bretagna: svolta politica ma tassi d’interesse invariati Giappone: nuovi stimoli economici infondono maggior fiducia read more

  • Notz Stucki Milan Office
    Nota Settimanale – Mercati 08 07 2016 by Notz Stucki, Jul 8 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 – 08 07 2016 Panoramica macro Attenzione puntata sulle banche italiane Petrolio: equilibrio del mercato ancora incerto Europa: le principali ripercussioni della Brexit read more

  • Bond Equity Volatility
    Chart of the Month: Risk is not necessarily where you think it is… by Cedric Dingens, Jul 7 2016

    Following the Brexit vote, a Bloomberg article was published on June 27 titled “The USD 100 Trillion Bond Market’s Got Bigger Concern than Brexit”. The same day, and like every Monday morning, the Notz Stucki Team held its weekly investment meeting. While passionate debates over the consequences of Brexit were taking place, one of our macro […] read more

  • China
    China: too big to ignore, too scary to invest by Martin Frenette, Jul 5 2016

    In his unusual confident and open manner, Ronald Chan of Zeal Asset Management in Hong Kong approached the audience at the Notz Stucki summer conference in Geneva with a wry smile. ‘I don’t need a mic’ dismissing the attendants offer. “I’m sure everyone can hear me just fine.” We could hear him loud and clear, […] read more

  • Hilmi Roma GS
    Hilmi Ünver @Goldman Sachs Cap Intro conference in Rome by Hilmi Unver, Jul 4 2016

    I was invited to moderate a panel at the Goldman Sachs Cap Intro conference in Rome. The Fast and the Furious panel – Lessons learned from Q1 2016. The panel was comprised of prestigious and longtime well established hedge fund managers; Andrew Billett from Arrowgrass Capital, Colin Lancaster from Balyasny Asset Management, Pierre Lagrange from […] read more

  • Notz Stucki Milan Office
    Nota Settimanale – Mercati 01 07 2016 by Notz Stucki, Jul 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 – 01 07 2016 Panoramica macro Brexit: cosa succederà adesso? Italia: via libera allo scudo per le banche Italia: in cerca di opportunità dopo la Brexit Cina: a che punto […] read more