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Tag: macroeconomic
Notz Stucki Investment Conference
Notz Stucki Broadcasted Investment Conference - 29 June 2021 It has been clear since March 2020 when the pandemic struck that the world has been grappling with a completely different situation to anything anyone has experienced previously. The dramatic collapse in economic activity and equally unprecedented monetary and fiscal expansion…
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Notz Stucki Broadcasted Investment Conference
Notz Stucki Broadcasted Investment Conference - 12 January 2021 2020 was one of the most remarkable years for both the global economy and financial markets, witnessing perhaps the largest short term economic collapse ever, followed by governments and central banks unleashing the most enormous stimulus packages ever to offset the…
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Notz Stucki Broadcasted Investment Konferenz
Notz Stucki Broadcasted Investment Konferenz - 12 Januar 2021 2020 war sowohl für die Weltwirtschaft als auch für die Finanzmärkte ein sehr aussergewöhnliches Jahr. Nach dem möglicherweise stärksten kurzfristigen Konjunktureinbruch aller Zeiten legten Regierungen und Zentralbanken historisch beispiellose Stimulierungspakete auf, um die staatlich verordneten Lockdowns abzufedern. Diese Konjunkturprogramme gingen weit…
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Notz Stucki Investment Conference
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…
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Notz Stucki Investment Conference
Notz Stucki Investment Conference - 25 June 2019 The central question that the presentation addressed was whether the difficult conditions of last year were a buying opportunity, or whether they were the start of a longer, deeper downward phase from a combination of the Federal Reserve tightening policy and the…
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Notz Stucki Investment Conference
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…
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Notz Stucki Investment Conference
Notz Stucki Investment Conference - June 26th 2018 Gavekal’s presentation considered the rising rivalry of the US and China. In recent months tensions have risen, which so far have been expressed through a relatively minor increase in tariffs. But the competition between the world’s two largest countries will be permanent…
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