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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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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Investment Committee – October 2021

The Investment Committee’s latest meeting discussed market activity for September, and conferred on the best route to navigate markets towards year-end. These are the main points that were brought up: […]

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Positioning for inflation ahead

KM Cube’s Investment Committee discusses strategies to position for an inflationary environment, using niche tools available in our product line. These summarized notes highlight our perspective for what is considered […]

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Rethinking The Role Of Bonds

Bonds might be heading for a period of under performance
Income from bonds appears to be dead. Rates are drifting lower for approximately 20yrs. We find that the fixed-income allocation of client portfolios has been targeting longer maturities in order to compensate for the loss of revenue.

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Investment Committee – September 2021

With stock markets at all-time-highs, and interest rates orbiting all-time-lows, we take again one step back to look at the wider picture –  and make sure we have a clear view of what’s driving prices.

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