gavekal Archives - NScope archives

  • Notz Stucki Investment Conference Notes 09 01 2018 by James Macpherson, Jan 10 2018

    Notz Stucki Investment Conference Notes Most financial markets were strong in 2017, adding to what has been a strong decade. This begs the question of how long it can continue. Since the crisis only commodities have performed poorly. Equities have continued to defy the sceptics, in particular the US, and within that market technology has […] 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

  • 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

  • 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

  • Notz Stucki Investment Conference June 2016
    Notz Stucki June 2016 investment conference in Geneva : notes by Notz Stucki, Jun 29 2016

    On the occasion of its semi-annual Investment Conference in Geneva held June 28th, 2016, Notz Stucki welcomed the following guest speakers: Louis-Vincent Gave, CEO, GaveKal Ronald Chan, Portfolio Manager, Zeal Asset Management Leda Braga, CEO, and Grégoire Dooms, Product Manager, Systematica Investments Pierre Andurand, CIO & Managing Partner, Andurand Capital Here are the notes on the conference. The unexpected result […] read more

  • Notz Stucki investment conference Geneva : notes by Notz Stucki, Jan 13 2016

    May you live in interesting times say the Chinese, and China is providing interesting times for investors today. For much of 2015 the worry of investors was what would happen when the Federal Reserve raised interest rates in the US. read more