Notz Stucki Investment Conference - 14 January 2020 2019 was a great year for financial assets with every major market rising, some of them strongly, such as oil and the S&P 500. Against this backdrop there were some surprises which may have significant influence as we head into 2020. The…
Notz Stucki Investment Conference - January 8th 2019 2018 was an ugly year in financial markets with every major asset class falling. Equities were the worst performer, but even US Treasuries fell. Only US cash showed any return. Our meeting reviewed some of the causes of this poor result, and…