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INVESTMENT INSIGHTS
Explore our latest research, market commentary, investment perspectives and corporate updates — designed to help investors navigate complexity with clarity.
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INVESTMENT
Showing 391 publications
Investment
Chart of the Month – It has never been a better time to hedge your YTD performance!
October 2017
It has never been a better time to hedge your YTD performance! The S&P 500 Index is…
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Investment
Investment Outlook Q4 2017
October 2017
Notz Stucki has just released its investment outlook for the last quarter of 2017. Contrary to predictions at…
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Investment
Chart of the Month – Time to invest in European banks equities
October 2017
Time to invest in European banks equities Banks have been underperforming dramatically since the burst of the bubbles…
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Investment
To hedge or not to hedge? Notz Stucki long-only chief reveals his JPY call
September 2017
Pierre Mouton, head of long-only strategies at Notz Stucki answers Jessica Beard questions about the Japanese yen. You…
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Investment
Chart of the Month – The rise of passives
September 2017
The rise of passives How the role of ETFs has evolved in an increasingly efficient market Not a…
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Investment
Chart of the Month – Japanese Yen: to hedge or not to hedge?
August 2017
Heart shaped hedges, Japanese gardens (« Johnson’s aeroplane” – INXS, 1984) When it comes to buying Japanese equities…
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Investment
Chart of the Month – Swiss Equity Market: low volatility does not mean low risk!
July 2017
Swiss Equity Market Low volatility does not mean low risk! In an environment characterized but high political and…
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Investment
Investment Outlook Q3 2017
July 2017
Notz Stucki has just released its investment outlook for the third quarter of 2017. “The reduction of interest rates…
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Investment
Notz Stucki Investment Conference – Notes 27 06 2017
June 2017
So far this year the optimists have been proven right, as stock markets have advanced steadily. This is…
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Investment
Swimming against the tide: picking an out-of-favour manager
June 2017
Angel Sanz is answering City Wire's question about funds's selection: "Picking an out-of-favour manager may prompt investors to…
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Investment
Chart of the Month – Swiss Made
June 2017
Swiss Made The Swiss equity market is a strange animal which exhibits pretty unique characteristics: in a small…
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Investment
Chart of the Month – In Re-Search of Alpha
May 2017
In Re-Search of Alpha Alexander Ineichen of UBS Warburg was well known in the hedge fund world…
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