Investment Committee – November 2022
Focus on value and fixed income opportunities Private Equity in KM cube This month, KM Cube’s Investment Committee had the honor and the privilege to welcome Mr. Takis Solomos of […]
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The rise of Actively Managed Certificates (AMCs)
In the world of structured products, actively managed certificates are nothing new. They have experienced rapid growth in recent years because of their adaptability, affordability, and range of uses. Their dynamic nature is the best fit in this environment where passive investing is losing its appeal and glory of the past.
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Model Portfolios (weights) – November 2022
In the tables below we present the allocation of model portfolios as voted by our investment committee in November 2022.
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Investment Committee – October 2022
During the firm’s investment committee meeting for October, members agreed that the biggest moves in markets tend to take place when fiscal policies between the US and the other major trading blocs diverge. We believe this is precisely the setup today.
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Model Portfolios (weights) – October 2022
In the tables below we present the allocation of model portfolios as voted by our investment committee in October 2022.
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Model Portfolios (weights) – September 2022
In the tables below we present the allocation of model portfolios as voted by our investment committee in September 2022. Asset Class Low Medium High Cash 53.3 28.3 11.7 Fixed-Income […]
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Investment Committee – September 2022
We believe that mainstream asset and commodity prices have peaked for the year, and we cannot at the moment see where growth may come from.
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