January 2017 - NScope archives

  • Chart of the Month – Drivers of US GDP growth: Can the US grow faster? by Angel Sanz, Jan 16 2017

    DRIVERS OF US GDP GROWTH: CAN THE US GROW FASTER? Before the US election, the consensus view was that potential growth for the US economy was about 1.5% – 2.0%. After Trump won the elections, many market players are discounting higher growth rates due to the coming deregulation and fiscal stimuli. Whether this potential growth […] read more

  • Notz Stucki January 2017 investment conference in Geneva : notes by James Macpherson, Jan 16 2017

    On the occasion of its semi-annual Investment Conference in Geneva held on January 10th, 2017, Notz Stucki welcomed the following guest speakers: Jeffrey Saut, Chief Investment Strategist & Managing Director, Equity Research, Raymond James Louis-Vincent Gave, Chief Executive Officer, Gavekal Christian Kopf, Director of Economic Research and Investment Strategy, Spinnaker Capital Group Juerg Nagel, Partner, Member of the Management Board, Head […] read more