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Tag: NSDFSEN
Quarterly Investment Review – Q1 2021
“And bonds are not the place to be these days. Can you believe that the income recently available from a 10-year U.S. Treasury bond – the yield was 0.93% at yearend – had fallen 94% from the 15.8% yield available in September 1981? In certain large and important countries, such…
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Chart of the Month – Interest Rate vs Equity “Fear”: Two different worlds
Interest Rate vs Equity "Fear": Two different worlds SRVIX vs VIX "gap" is once again getting very extreme. The current gap has been mentioned during multiple conversations with HF managers recently. They also confirmed that equities are not realizing much volatility nor is much "exogenous" risk being priced in for…
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Lynx, Best Multi-Manager Fund – Equity Hedge
Lynx, Best Multi-Manager Fund - Equity Hedge We are proud to announce that Long/Short Selection - Lynx was selected as the Best Multi-Manager Fund - Equity Hedge category during the Hedgeweek European Virtual Awards Networking Ceremony 2021. 33 years in the making and seven consecutive years of winning awards for…
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Notz Stucki crowned Overall External Asset Manager
Notz Stucki crowned Overall External Asset Manager at the WealthBriefing Swiss EAM Awards 2021. Notz Stucki has been crowned ‘Overall External Asset Manager" and "Fund Selection/Asset Allocation Programme" at the 8. Annual WealthBriefing Swiss EAM Awards 2021. "2020 was a challenging year, but offered multiple opportunities. We are now…
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Chart of the Month – The mystery of stock prices falling despite earnings increasing
The mystery of stock prices falling despite earnings increasing “Millions saw the apple fall, but Newton asked why.” Bernard Baruch Apple and Nestlé, among many popular large-cap stocks did not perform well since September 2020, despite a rising broad market and favorable earnings releases. Between September 2020 and February 2021,…
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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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The year people beat the machines
2020 was a particularly good year for our alternative investment funds. All strategies - Long/Short Equity, Global Macro and Absolute Return - amply outperformed the financial markets and their benchmarks. A rogue year The year unfolded as a series of rogue waves, one-offs that plunged the world into multiple uncertainties.…
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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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NS Impact – Our commitment 2021
A concrete commitment to the community We are convinced individual energy has more impact when it is part of a shared effort. This is why, together with all Notz Stucki employees, we select the projects to be supported each year. Whenever possible, our commitment goes beyond just financial support and…
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Quarterly Investment Review – Q4 2020
“Capitalism without bankruptcy is like Catholicism without hell. Markets work best when participants have a healthy fear of loss. Howard Marks “The US is now on a path whereby every sitting US president seems intent on adding as much debt into the national ledger as all of his predecessors combined.”…
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