Investment news

  • US presidents
    Perception vs. Reality: Are (more business friendly) Republican Presidents better for the Equity Market? by Angel Sanz, Mar 10 2017

    Daniel Kahneman, the Nobel Prize in Economic Sciences in 2002, wrote a best-selling book entitled “Thinking, Fast and Slow”. The central thesis of the book is that human beings have two modes of thought: System 1: Fast, instinctive and emotional;  System 2: Slow, deliberative and logical. We can say that System 1 resembles  the PERCEPTION, […] read more

  • Source: Goldman Sachs
    Chart of the Month – Active management is back but beware of the next equity sector rotation! by Sébastien Poiret, Mar 2 2017

    Active Management is back but beware of the next equity sector rotation! After a tough 2016, active managers (long-only stock pickers and hedge funds) are back in business and outperform their benchmark since November of last year. This is due to two main reasons: Number 1: Sector and stock correlation have come down to levels […] read more

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    Watch & Jewelry Market Insight by Notz Stucki, Feb 23 2017

    Luxury Market Pulse The global luxury market confirmed its low single-digit growth, however the hard luxury sector recorded another negative month. Holiday sales were mixed, as entry-price (< $1,000) watches & jewelry performed better than previous months, brands benefitting from this trend were value-for-money companies such as Movado, Fossil, Dinh Van or Signet Jewelers. High-End […] read more

  • Opalesque 2017
    Swiss investors turn to alternatives to find the right balance between passive and active investing – Opalesque Geneva Roundtable by Hilmi Unver, Feb 6 2017

    Given the less attractive outlook on most traditional “pure beta” asset classes and investment styles, hedge funds and alternative investments are regaining interest from Swiss investors: pensions, banks, independent asset managers and private clients. Risk premia become increasingly tight, and with that the risk of a correction increases. The need for diversification is high. Swiss […] read more

  • lvmh
    Chart of the Month – Looking for an Investment Opportunity? Think Luxury! by Marie-Caroline Fonta, Feb 3 2017

    LOOKING FOR AN INVESTMENT OPPORTUNITY? THINK LUXURY! In Geneva, January is synonymous with fine watchmaking, an opportunity for brands to present new watch models and innovations.  The SIHH just closed its doors, let’s take a moment and talk a little bit about the great potential we see in Luxury. The chart above compares total returns […] read more

  • Trump
    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 Investment Conference January 2017
    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

  • Birthday_cake,_Downpatrick,_April_2010_(02)
    Happy 1st Anniversary DGC Notz Stucki Raymond James Strong Buy Selection by Pierre Mouton, Dec 23 2016

    DGC NOTZ STUCKI RAYMOND JAMES STRONG BUY SELECTION’S ASSETS CLIMB ABOVE € 50 MILLION FOR ITS FIRST ANNIVERSARY The fund exhibits a 19.14% performance since the beginning of the year What are the origins of this blockbuster? After a setup of several months, a partnership was created between Notz Stucki Group, one of the largest independent asset […] read more

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    Happy 2nd Anniversary DGC Franck Muller Luxury Fund ! by Marie-Caroline Fonta, Dec 22 2016

    DGC Franck Muller Luxury Fund passe la barre des 30 millions d’euros pour ses 2 ans Le fonds affiche une performance de 7.31% depuis le début de l’année Qu’est-ce qui nous différencie de nos pairs ? Le partenariat Le fonds DGC Franck Muller Luxury Fund a été lancé à l’initiative de deux sociétés ayant des activités […] read more

  • offshore wind
    The Benefits of Investing in Renewable Energy Assets by James von Claer, Dec 5 2016

    Experience has taught Notz Stucki to pay as much attention to the individual as to the quantitative side of portfolio manager selection, which is part of the legacy of its founders, Beat Notz and Dr Christian Stucki. This approach has enabled the firm to secure exposure to a new generation of highly-skilled PMs coming from […] read more