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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
Market Research on Watches
May 2016
Since the dawn of humanity, we’ve been fascinated with time. For our Neolithic ancestors who built Stonehenge by…
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The first #messwithemg event in collaboration with Notz Stucki
May 2016
The first #messwithemg event (Meet.Engage.Socialize.Series) took place this evening in Geneva. The Geneva private wealth community gathered at…
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Franck Muller and Notz Stucki at Laténium, Neuchâtel
May 2016
In early May 2016, Franck Muller and Notz Stucki had the pleasure to present their fund on the…
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Perception vs. Reality: Hedge Funds – Bad results, but neutral on a risk-adjusted basis.
May 2016
Daniel Kahneman, the Nobel Prize in Economic Sciences in 2002, wrote a best-selling book entitled “Thinking, Fast and…
Read MoreChart of the month: Why is active management underperforming this year?
May 2016
WHY IS ACTIVE MANAGEMENT UNDERPERFORMING THIS YEAR? 2016 has so far been a difficult year for active managers…
Read MoreNotz Stucki Investment Meeting – Notes 12 04 2016
April 2016
Please see the latest notes from our investment meeting held in Geneva last week: Notz Stucki Investment Meeting Notes -…
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Currency wars and helicopter money : a former central banker speaks
April 2016
It was Milton Friedman who was the first to talk about ‘helicopter money’ and used the metaphor of…
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Chart of the month: Biotechnology
April 2016
Biotechnology: a fallen angel or a buying opportunity? The recent performance of the biotech sector has been truly…
Read MoreInvestment Outlook Q2 2016
April 2016
Notz Stucki has just released its investment outlook for the second quarter of 2016. Please click here…
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Perception vs. Reality: are high yield ETFs riskier than similar funds?
March 2016
Daniel Kahneman, the Nobel Prize in Economic Sciences in 2002, wrote a best-selling book entitled “Thinking, Fast and…
Read MoreParadigm shift in oncology drug development
March 2016
The headlines made for grim reading. According to Cancer Research UK, in the US, 1 in 2 women…
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How hedge funds can help: 10 years of H-Worldwide Multi Strategy
March 2016
The news that Calpers in the States and PFZW in Europe were pulling out of hedge funds did…
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