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Tag: luxury
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 – Luxury: resilience of the 3 musketeers
Luxury: resilience of the 3 musketeers Marketwise, a year never resembles the previous one. Nevertheless, one element persists: the ability of the major Luxury Goods companies to sail on headwinds, to adapt and resist. Many events have put the market under pressure this year: political and economic episodes, sectoral rotations,…
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Soft Luxury in Milano!
Numerosi partecipanti al nostro primo evento a Milano! Ieri sera, il team di gestione del fondo DGC - Franck Muller Luxury Fund ha presentato la propria view sulle opportunità nel mercato del lusso, con un particolare focus sul Soft Luxury. Ringraziamo tutti i nostri ospiti (più di sessanta tra investitori…
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Chart of the Month – Sustainability practices gained traction in luxury
Sustainability practices gained traction in luxury Environmental, Social and Governance (ESG) are today on many people’s lips. This scatter chart shows an interesting attribute of Luxury. When it comes to deep analysis of those ESG criteria, we find a lot of specialists, and we have selected the RobecoSAM Total Sustainability…
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Chart of the Month – Looking for an Investment Opportunity? Think Luxury!
LOOKING FOR AN INVESTMENT OPPORTUNITY? THINK LUXURY! In Geneva, January is synonymous with fine watchmaking, an opportunity for brands to present new watch models and innovations. The SIHH just closed its doors, let’s take a moment and talk a little bit about the great potential we see in Luxury. The…
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Market Research on Watches
Since the dawn of humanity, we’ve been fascinated with time. For our Neolithic ancestors who built Stonehenge by carrying 30 ton monoliths for hundreds of miles and assembling them in a semi-circle, it was actually a matter of life and death. Having the ability to tell with infinite precision the…
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Franck Muller & Notz Stucki au Laténium, Neuchâtel
In early May 2016, Franck Muller and Notz Stucki had the pleasure to present their fund on the thematic of luxury investing. The event took place in a splendid site on the shore of Neuchâtel’s lake, “the Laténium”. Largest archaeology museum in Switzerland, it covers thousands of years of local…
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