Tag: asset allocation

Scenari post-Covid: salute e benessere L’emergenza sanitaria ha accresciuto un’importante consapevolezza sui temi della salute e del benessere, a tal punto che alcuni analisti si attendono una crescita dirompente negli anni a venire. La cosiddetta “Global Wellness Economy” oggi detiene un valore complessivo di circa 5,8 trilioni di dollari USD,…

NS Macro outlook & Investment Opportunities, 28 April 2020 Due to the COVID-19 pandemic, world economies face the worst peace-time hit to GDP since the Great Depression. Markets have reacted accordingly, with very severe downturns in all risk assets, a dearth of liquidity in the credit space, and a steady…

In his interview for Citywire Switzerland, Angel Sanz explains which sectors and companies he is pivoting towards based on government coronavirus advice. Covid-19 will be contained, according to our CIO , Angel Sanz (pictured). In China, the number of new infections is going down and the same is now happening…

Pierre Mouton, head of long-only strategies at Notz Stucki answers Jessica Beard questions about the Japanese yen. You can read the entire article here.  

Low volatility does not mean low risk! In an environment characterized but high political and policy risk, low levels of market volatility seem paradoxical. Volatility expectations for stocks and bonds have sunk to levels not seen since 1990. The VIX Index, which reflects a market estimate of future equity volatility,…