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Tag: chart of the month
Le graphique du mois – Arguments en faveur de la gestion active en Chine!
Arguments en faveur de la gestion active en Chine! La Chine semble être l’un des grands gagnants de la pandémie de covid-19. En effet, l’économie du pays a enregistré une croissance de près de +3% en 2020 et celle-ci devrait atteindre entre +8% et +9% en 2021. L’appréciation continue du…
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Chart of the Month – The case for good active management in China!
The case for good active management in China! One of the big winners of the COVID-19 pandemic appears to be China, which has seen its economy grow by almost +3% in 2020 and is expected to grow between +8% and +9% in 2021. The continued appreciation of the RMB versus…
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Chart of the Month – Equities: focus on sectors & themes
Equities: focus on sectors & themes In the early days of Notz Stucki, the country was an important factor to cherry pick the best companies for an equity portfolio. Capital markets were more isolated, trade flows were smaller, interest rates differed among countries, and some countries had specific political risks.…
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Chart of the Month – Tesla, the best battery company in the world?
Tesla, the best battery company in the world? It’s been almost 12 years since Tesla sold its first street legal all-electric car and 10.5 years since it’s IPO (the second American car company to do so after Ford in 1956!) and what a ride it’s been. Since the start of…
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Chart of the Month – «If you ask me anything I don’t know, I’m not going to answer» Yogi Berra
«If you ask me anything I don't know, I’m not going to answer» Yogi Berra And yes, here we go again with one of Yogi Berra’s insightful quote, which, this time, applies for the fate of the economy. It’s anybody’s guess today to give an indication of where the global…
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Chart of the Month – High market dispersion creates alpha opportunities!
High market dispersion creates alpha opportunities! Due to the Covid-19 pandemic outbreak, 2020 is un-comparable to any other year in financial markets. Authorities in major countries in the World have taken drastic measures to save lives, which have a large negative impact on economic activity. As a response, central…
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Chart of the Month – Bike-to-school
Bike-to-school September most often means back-to-school time. This year it takes place in a particular context. Our habits have been disrupted over the last few months, our mobility has been reduced, and there is an awareness of our own well-being and the environment. Social distancing and lockdowns led people to…
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Chart of the Month – Nifty – But not fifty
Nifty - But not fifty In this strange and hectic year for markets, giving ammunition to both bulls and bears, eyeballing the top ten constituents of major equity indices gives an indication of what can be expected, and at what cost, for the coming months: in the table below, we…
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Chart of the Month – Survival of the Fittest: a Darwinian Approach to Hedge Funds
Survival of the Fittest: a Darwinian Approach to Hedge Funds If there ever was to be a defining moment for hedge funds in recent history, this was it! The month of March witnessed mass destruction across global markets as almost all hedge fund strategies, with the exception of tail risk…
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Chart of the Month – Active Management is back!
Active Management is back! During March, the Covid-19 pandemic has forced authorities of a vast majority of countries to implement lockdowns and impose physical distancing measures to contain the spread of the virus. Almost all economic sectors have been literally shut down overnight. This unprecedented situation resulted in some of…
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