October 2016 - NScope archives

  • Chart of the Month: US Healthcare sector, an appealing opportunity? by Sébastien Poiret, Oct 28 2016

    US Healthcare sector : an appealing opportunity? The US Healthcare sector is comprised of Pharmaceutical, Biotech, Medical Equipment and Hospital companies.  Due to Hilary Clinton’s Tweet in 3Q15 to restrict pricing policies, this sector has corrected with high volatility. Despite that, earnings continue to grow steadily: +12% annualized growth over the last 3 years and […] read more

  • A (deep) contrarian view #2: Buy Sterling Pound Vs. Us Dollar by Angel Sanz, Oct 17 2016

    BUY STERLING POUND VS. US DOLLAR CURRENT SITUATION On June 23rd, UK citizens voted to leave the European Union (Brexit). The GBPUSD rate was 1.481 before the referendum. Two days later GBP had fallen 10.8% to 1.321. After that date, the currency has been more or less stable until October 2nd, when the new UK […] read more

  • A mixed picture for low volatility names by Martin Frenette, Oct 13 2016

    Low vol as a factor has had a mixed year. It outperformed at the beginning of the year during the spikes in volatility in Q1 but gave quite a bit back as the market moved from defensives to cyclicals, basic materials and EM names. That being said, the headline numbers don’t tell the whole story […] read more

  • Notz Stucki Investment Meeting – Notes 11 10 2016 by James Macpherson, Oct 13 2016

    Please see the latest notes from our investment meeting held in Geneva last Tuesday: Notz Stucki Investment Meeting – October 2016   read more

  • 7 questions to a start-up: Investivity by Amelie Janssens, Oct 10 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

  • Investment Outlook Q4 2016 by James Macpherson, Oct 7 2016

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

  • Awards – Notz Stucki Funds by Notz Stucki, Oct 3 2016

    We are pleased to announce that two of our funds have been awarded in September: NS Selection – Arowana: Best Fund of Funds Multi-Strategy under $500m & Best Fund of Funds by HFM Asian Performance Awards 2016 awards   Long Short Selection – Lynx: European Strategies . 3 years by InvestHedge Awards 2016 for Performance Excellence   read more

  • Chart of the Month: European Sovereign Spreads: Time to be cautious? by Pierre Mouton, Oct 3 2016

    European Sovereign Spreads: Time to be cautious?   The chart here above illustrates the yield spread between the 10 years Italian BTP and the 10 years German Bund since 2010. The incredible 2011 spike in the midst of the European Sovereign crisis is striking on the chart, especially when compared to the relatively quiet period […] read more