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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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LATEST INSIGHTS
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Watch & Jewelry Market Insight: Interview with Gabriele Guidi
September 2016
Please check the latest Watches and Jewelry Market Insight directly from Franck Muller Geneva: Watch & Jewelry Market…
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Chart of the Month: Where is the truth?
September 2016
Chart of the Month - Where is the truth? Regulators on both sides of the Atlantic agreed…
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Perception vs. Reality: Are Equity Emerging Markets linked to Commodities? No.
August 2016
Daniel Kahneman, the Nobel Prize in Economic Sciences in 2002, wrote a best-selling book entitled “Thinking, Fast and…
Read MoreSector performance and bond yields: an interview with Dukascopy TV
August 2016
Defensive equities have behaved like long term Government bonds: US 30 year Treasury has returned almost 20% this…
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Chart of the Month: What is it good for?
August 2016
What is it good for? Nothing! What is Japan’s desperate effort to lower its currency good for? Well…
Read MoreInvestment Outlook Q3 2016
July 2016
Notz Stucki has just released its investment outlook for the third quarter of 2016. Please click here to download…
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Chart of the Month: Risk is not necessarily where you think it is…
July 2016
Following the Brexit vote, a Bloomberg article was published on June 27 titled “The USD 100 Trillion Bond…
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China: too big to ignore, too scary to invest
July 2016
In his unusual confident and open manner, Ronald Chan of Zeal Asset Management in Hong Kong approached the…
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Portfolio managers beware: factor based ETFs and how they can be helpful
July 2016
Breaking down your broad universe of food groups into their more basic elements and nutrients is now part…
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Andurand Capital @ Notz Stucki conference on 28 June 2016
June 2016
« Trading floors the world over are littered with the bodies of those who tried to trade energy…
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Notz Stucki June 2016 investment conference in Geneva : notes
June 2016
On the occasion of its semi-annual Investment Conference in Geneva held June 28th, 2016, Notz Stucki welcomed the following…
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A (deep) contrarian view: Buy the basket of top holdings in US Hedge Funds
June 2016
BUY THE BASKET OF TOP HOLDINGS IN US HEDGE FUNDS CURRENT SITUATION 2016 has been a very tough…
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