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Chart of the Month – From carbon to silicon. The case to invest in semiconductors.
From carbon to silicon. The case to invest in semiconductors. With the climate change, there is a huge trend to decrease the use of fossil fuels, whose main component is carbon. By chance, in the famous periodic table, silicon is just below carbon, and silicon is the main component of…
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Quarterly Investment Review – Q2 2021
Quarterly Investment Review - Q2 2021 Markets continued to move ahead in the second quarter as vaccinations were rolled out, allowing lockdowns to be eased. The vaccination process is most advanced in the US, with Europe a couple of months behind, and the Emerging Markets only really starting their programs…
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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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Chart of the Month – In Pursuit Of Looking Sharpe
In Pursuit Of Looking Sharpe Many readers will remember the golden decade of hedge funds (the 1990s) that ended with the publication of “In Search of Alpha – Investing in Hedge Funds” the first of a series by the infamous Alexander Ineichen of UBS (a training manual for the latest…
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Notz Stucki – An alternative investment pioneer.
What are our strengths in the alternative investment market? Some answers from our Head of Alternative Investments, Cédric Dingens, in a short video: “Hedge funds - Managers that stand out from the crowd”. Past performance is not indicative of future results. The views, strategies and financial instruments…
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Chart of the Month – Jump on the bandwagon of digitalisation
Jump on the bandwagon of digitalisation The health crisis has led to the acceleration of an already fast-growing trend: digitalisation. It is already demonstrating its ability to transform the global economy and is now a promising investment. But what does “digitalisation” mean? In its most basic form, it is probably…
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Notz Stucki appoints Christophe Verbaere as Group COO
NOTZ STUCKI has appointed Christophe Verbaere as Group Chief Operating Officer. The COO role looks after operations and IT, and has a seat on the Executive Committee. With extensive experience in finance and other sectors, Christophe is very well equipped to take forward the Group’s digital transformation. Before joining NOTZ…
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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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