Investment Committee – January 2022

On occasion of the new year, the Investment Committee discussed its more long-term outlook for the markets and its major concerns going forward. Global stock markets closed 2021 at, or […]

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Investment Committee – December 2021

As 2021 comes to an end, Omicron has reminded the world that we are not yet out of the pandemic woods. However, despite rolling health scares, the economic recovery has continued. Our Investment Committee met for December with one major issue to discuss: What will it take to end this melt-up of the equity markets?

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Reverse Convertibles

lowest performing underlying asset will be delivered at a cost corresponding to the strike price. In this case, this leads to a significant discount compared to the starting level.

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Basics of Structured Products

Structured commodities are an attractive addition to direct financial investments such as equities, bonds, currencies and commodities. Use these innovative and flexible investment tools to discover new perspectives and appropriate investment solutions, even in difficult market environments.

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Disruptor selection and ranking

Disruptors companies are companies that have introduced new business models and changed or entirely displaced established industries in a significant way. Prominent examples are Amazon, Google, Netflix and many others. Identifying such companies at early stages is considered very difficult and often quite risky as by definition their business model is out of the ordinary and there is no certainty that such model will work.

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Investment Committee – November 2021

The firm’s Investment Committee discussed how financial markets might face a multi-leg squeeze going into year-end. It stressed the rising energy prices, the infamous supply-chain bottleneck, and the much anticipated Fed tapering of its asset purchases schedule (which, actually, has in the meantime been announced by the Fed during its latest press conference). The better news is that we believe we will probably be back into a reflationary environment in 2022.

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