Investment news

  • Swimming against the tide: picking an out-of-favour manager by Angel Sanz, Jun 13 2017

    Angel Sanz is answering City Wire’s question about funds’s selection: “Picking an out-of-favour manager may prompt investors to question your selection methods but which funds have you stood by and benefited from despite all signs telling you to sell out? Who repaid your faith in their potential and became a top contrarian call?” Picking-up a […] read more

  • Chart of the Month – Swiss Made by Marie-Caroline Fonta and Pierre Mouton, Jun 1 2017

    Swiss Made The Swiss equity market is a strange animal which exhibits pretty unique characteristics: in a small country in terms of size and population, no less than 4 mega multinationals are listed on the stock market, and completely distort the average metrics traditionally used to assess the attractiveness of an index. The famous 4 […] read more

  • Zoom sur notre vision du luxe by Notz Stucki, May 2 2017

    Chantal de Senger, journaliste du magazine Bilan, présente notre vision du luxe et introduit le fonds DGC Franck Muller Luxury Fund lancé il y a bientôt 3 ans. “C’était une première en Suisse: fin 2014, le groupe Franck Muller et le gérant indépendant Notz Stucki, dont la masse sous gestion se monte à 8 milliards de francs, s’associaient […] read more

  • Chart of the Month – In Re-Search of Alpha by Caron Bastianpillai, May 1 2017

    In Re-Search of Alpha   Alexander Ineichen of UBS Warburg was well known in the hedge fund world for his first publication in 2000 of a series of four to follow titled “In Search of Alpha – Investing in Hedge Funds”. This was a guide written to de-mystify hedge fund investing following the hedge fund […] read more

  • Notz Stucki Investment Meeting – Notes 11 04 2017 by James Macpherson, Apr 12 2017

    Over the past year world economic growth has been stronger than expected, for several reasons. First China’s growth has been solid. Instead of imploding the industrial side of the economy bounced back in 2016 in response to the policy measures of a year ago. Growth in China may fade a bit this year as the […] read more

  • Investment Outlook Q2 2017 by James Macpherson, Apr 6 2017

    Notz Stucki has just released its investment outlook for the second quarter of 2017. The first quarter was considerably calmer than that of 2016. On the political front the Dutch election was won by the sitting Prime Minister, which marked a break of a string of losses by incumbents in recent major elections. With predictions for […] read more

  • Planet of Finance revitalises flat wealth management space with 3D marketplace by Notz Stucki, Apr 3 2017

    Planet of Finance, the world’s largest online community dedicated to the wealth management industry, has annouced the launch of Planet of Finance 3D, a unique marketplace connecting wealth managers with investors and peers. For investors, it’s a powerful free tool to connect with wealth managers and financial advisors 24/7. Investors can approach and speak with […] read more

  • Chart of the Month – CAPE–ability in question by Pierre Mouton, Apr 3 2017

    CAPE–ability in question « In theory there’s not much difference between practice and theory – but in practice, there is. » Yogi Berra. More and more warnings are being sent about the unsustainability of the current CAPE ratio for the SP500 and that a correction should occur, based on the very high level of the […] read more

  • Confronting perceptions by Yannick Enry, Mar 31 2017

    Antonio and I had the pleasure to give a lecture to HEC 3rd year students on March 29th. We presented our views of the different challenges affecting our industry with a focus on the digital trends. In order to compare Millenials and investment professionals’ perception, we decided to do a live survey on snapchat (a […] read more

  • Pierre Mouton: UK Equity Market Is Wide And Deep by Notz Stucki, Mar 31 2017

    Bloomberg – Despite Article 50 being triggered, there are opportunities in UK equities, says Pierre Mouton, head of long-only strategies at Notz Stucki. He also told Daybreak Europe’s Caroline Hepker and Markus Karlsson that he expects financials to recover across Europe, which will be a welcome change for markets. This is a Bloomberg podcast. To […] read more