Investment news

  • 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     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

  • Topix performance
    Chart of the Month – Japanese Yen: to hedge or not to hedge? by Pierre Mouton, Aug 2 2017

    Heart shaped hedges, Japanese gardens (« Johnson’s aeroplane” – INXS, 1984) When it comes to buying Japanese equities for a non-Japanese investor, this emotional question always resurfaces: how do I manage the currency risk for the seeds I sowed in the Japanese garden, i.e. do I hedge the JPY currency risk on my equities or […] read more

  • Chart of the Month – Low volatility does not mean low risk! by Cedric Dingens, Jul 7 2017

    Low volatility does not mean low risk! In an environment characterized but high political and policy risk, low levels of market volatility seem paradoxical. Volatility expectations for stocks and bonds have sunk to levels not seen since 1990. The VIX Index, which reflects a market estimate of future equity volatility, traded below the psychological level […] read more

  • Investment Outlook Q3 2017 by James Macpherson, Jul 6 2017

    Notz Stucki has just released its investment outlook for the third quarter of 2017. “The reduction of interest rates below their natural levels has poisoned the river at its source, and nobody knows whether the water is fit to drink.” Jonathan Ruffer   The markets performed well in the second quarter propelled by the reassuring election […] read more

  • Notz Stucki Investment Conference – Notes 27 06 2017 by James Macpherson, Jun 29 2017

    So far this year the optimists have been proven right, as stock markets have advanced steadily. This is supported by evidence that the world economy is in better shape, and is in a more predictable and sustainable condition than it has been for ten years. While this has been increasingly evident in economic statistics over […] read more