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 […]
Read More →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.
Read More →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.
Read More →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.
Read More →Investment Committee – March 2022
KM Cube’s Investment Committee met to discuss its tactics into March and how the recent Russia invasion of the Ukraine affects global economy and our client’s portfolios. We stress how the lack of first-hand on-the-ground research of the specifics limits us to a journalistic analysis of this multilayer event that is the Russia/Ukraine stand-off.
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