Investment Insights

Investment Insights – Turning silver into gold

  • The large cohort now reaching retirement is known as the Silver Generation
  • These recent retirees are in good shape both physically and financially
  • This growing consumer segment offers attractive investment opportunities

Read more

Investment Insights – The hunt for… Yield

  • Interest rates hit new historical lows after three decades of decline
  • Excess savings searching for safety is behind this unprecedented trend
  • The search for yield from safe assets will affect all asset classes

Read more

Investment Insights – The Blond factor

  • UK elections show populists have a supportive electorate in large countries
  • Polls and experts have consistently underestimated unorthodox candidates
  • Currency diversification is key to mitigating these political risks

Read more

Investment Insights – EURO2016: no Brexit in sight…

  • The European Football Championship will soon monopolize attention
  • Soccer and investing both rely on smart forecasting and team-building
  • Based on our quantitative analysis, the future Euro2016 winner is… England!

Read more

Investment Insight – Banks vs. Fintech

  • It has been a tough decade for banks, especially in Europe
  • Small, agile start-ups are challenging a mature industry
  • We believe selective FinTech stocks should emerge as relative winners

Read more

Investment Insight – The pitfalls of crowd investing

  • Early turmoil in markets turned 2016 consensus forecasts upside down
  • Consensus positions have asymmetrical risk/return profiles
  • High-conviction bets should be sized according to consensus positioning

Read more