Inheritance tax exemption on joint accounts held abroad
The exemption from the inheritance tax of the joint accounts located abroad is provided by the provision of law L. 4916/2022 that was recently passed by the Parliament. The tax exemption includes all cash deposits and investment products held in them.
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Model Portfolios (EUR) – April 2022
In the tables below we present the allocation of model portfolios as voted by our investment committee in April 2022.
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Investment Committee – April 2022
The Committee noted the upcoming Easter holidays that usually work as a volatility absorber from the markets and it discussed how bonds may be appealing as a tactical trade after their March sell-off.
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Onwards and upwards or temporary euphoria?
We believe taming inflation has become a principal target for the US Federal Reserve. The Administration has just released one third of its Strategic Petroleum Reserve (approximately 180 million barrels) to restrain oil prices and US strategic reserves now stand at their lowest level since 1984. The exact plan is to release 1 million barrels of oil per day over a period of the next six months.
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Model Portfolios (EUR) – March 2022
In the tables below we present the allocation of model portfolios as voted by our investment committee in March 2022.
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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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Investment Committee – February 2022
Although 2008 epitomizes the bear market in equities, recent years witness higher frequency of severe episodes. In addition to the usual macroeconomic factors, the unpredictability of these events is also related to the changing market microstructure – most notably the effect of derivatives.
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The Gamma effect: its all technical after all
Gamma refers to second-order properties of market price action. While technical, the size of the options market has become so big that it reversely affects prices in the spot market. We believe that market participants that do not acknowledge this are playing a yesterdays’ game.
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Model Portfolios (EUR) – February 2022
In the tables below we present the allocation of model portfolios as voted by our investment committee in February 2022.
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