Tag: stock picking

Active Management is back! During March, the Covid-19 pandemic has forced authorities of a vast majority of countries to implement lockdowns and impose physical distancing measures to contain the spread of the virus. Almost all economic sectors have been literally shut down overnight. This unprecedented situation resulted in some of…

NS Macro outlook & Investment Opportunities, 28 April 2020 Due to the COVID-19 pandemic, world economies face the worst peace-time hit to GDP since the Great Depression. Markets have reacted accordingly, with very severe downturns in all risk assets, a dearth of liquidity in the credit space, and a steady…

Over the past year world economic growth has been stronger than expected, for several reasons. First China’s growth has been solid. Instead of imploding the industrial side of the economy bounced back in 2016 in response to the policy measures of a year ago. Growth in China may fade a…