Investment news

  • LUXE : un investissement attractif ? by Marie-Caroline Fonta, Dec 12 2017

    Le LUXE inspire et invite aux rêves. Ce secteur propose, entre autres, des sociétés saines, de qualité avec de belles perspectives de croissance et de renouvellement. Pour fêter les 3 ans du fonds DGC Franck Muller Luxury Fund, l’équipe de gestion nous livre son analyse du secteur.   DGC Franck Muller Luxury Fund a doublé […] read more

  • Hedge Funds: Myth Vs Reality by Sébastien Poiret, Dec 8 2017

    La CFA Society of Mauritius et Notz Stucki Origins Limited ont fait une présentation sur le thème ‘Hedge Funds : Myth vs Reality’. Sébastien Poiret, Managing Director de Notz Stucki Origins, a dressé un tableau de la performance de ces fonds tout en évoquant l’environnement de « bull market », qui persiste depuis neuf ans […] read more

  • Chart of the Month – What’s going on? by Pierre Mouton, Dec 1 2017

    What’s going on?   The US yield curve is flattening at a steady pace. One of the most followed indicators, the 2-10 year differential, has more than halved since the beginning of the year, from 125 basis points to less than 60 bps today. Traditionally, a flattening yield curve is a warning signal for lower […] read more

  • Chart of the Month – It has never been a better time to hedge your YTD performance! by Sébastien Poiret, Oct 30 2017

    It has never been a better time to hedge your YTD performance! The S&P 500 Index is currently trading at all time high after being up +14.75% YTD and over +20.0% in the last 12 months. S&P 500 90-day realized volatility is now trading at the low range of the last 27 years at just […] read more

  • Investment Outlook Q4 2017 by James Macpherson, Oct 6 2017

    Notz Stucki has just released its investment outlook for the last quarter of 2017. Contrary to predictions at the start of the year, when it was expected that they would have to contend with rising interest rates, markets have been strong this year. Moreover one of the main hopes on President Trump’s election was that […] read more

  • Chart of the Month – Time to invest in European banks equities by Angel Sanz, Oct 3 2017

    Time to invest in European banks equities Banks have been underperforming dramatically since the burst of the bubbles in 2008, especially in the European market, but since the middle of 2016 the trend has been reversed. The graph shows the following information: Blue line: Price evolution. Minimum was touched in July-2016 Red line: Earnings Per […] read more

  • InvestHedge Awards: Notz Stucki among the Winners 2017 by Notz Stucki, Sep 29 2017

    We are pleased to announce that our Long/Short Selection – Lynx fund has won the InvestHedge Award in the European Strategies · 5 Years category. Congratulations to the whole team!   Discover Notz Stucki funds on www.nsfunds.com.     read more

  • To hedge or not to hedge? Notz Stucki long-only chief reveals his JPY call by Notz Stucki, Sep 29 2017

    Pierre Mouton, head of long-only strategies at Notz Stucki answers Jessica Beard questions about the Japanese yen. You can read the entire article here.   read more

  • La pyramide du luxe comme stratégie de défense face aux incertitudes politiques by Notz Stucki, Sep 29 2017

    A travers son supplément mensuel Indices, L’Agefi nous offre un panorama des stratégies possibles en temps d’instabilité politique récurrente. Marie-Caroline Fonta (portfolio manager chez Notz Stucki & Cie) et Raffi Balyozyan (Directeur chez Genthod Global Wealth Management) ont répondu aux questions du quotidien et nous parlent du secteur du luxe et des différents sous-secteurs et […] read more

  • Chart of the Month – The rise of passives by Caron Bastianpillai, Sep 4 2017

    The rise of passives How the role of ETFs has evolved in an increasingly efficient market Not a month goes by without an article in the press criticizing the high fee structures of both hedge funds and traditional long only funds and their underperformance in comparison to their benchmark indices.  It comes as no surprise […] read more