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Tag: bonds
Investment Outlook Q4 2017
Notz Stucki has just released its investment outlook for the last quarter of 2017. Contrary to predictions at the start of the year, when it was expected that they would have to contend with rising interest rates, markets have been strong this year. Moreover one of the main hopes on…
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A mixed picture for low volatility names
Low vol as a factor has had a mixed year. It outperformed at the beginning of the year during the spikes in volatility in Q1 but gave quite a bit back as the market moved from defensives to cyclicals, basic materials and EM names. That being said, the headline numbers…
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Sector performance and bond yields: an interview with Dukascopy TV
Defensive equities have behaved like long term Government bonds: US 30 year Treasury has returned almost 20% this year, in line with the performance of Utilities or Telecom Services. Click here to watch Pierre Mouton discussing sector performance and bond yields on Dukascopy TV. You can find all Notz…
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Investment Outlook Q2 2016
Notz Stucki has just released its investment outlook for the second quarter of 2016. Please click here to download the document.
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