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Wealth Managers

Patrick Bédat
PARCAE SA, Novembre 2019
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Dr. Alex Hinder
Hinder Asset Management, 2019
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Lobnek Newsletter, February 2020

Adjusting To A Slower Secular Growth

Altug Ulkumen, CFA Independent Contributor
LOBNEK Wealth Management, February 2020

Swisspartners AG, Partners’ View, January 2020

Taking a few steps back – a few million, in fact – I tried to research a time or civilisation that did not engage in trade. The result was a big fat zero. From the Stone Age and before to the modern age, trade and the exchange of ideas have perhaps been among the most important driving forces for the development of human society.

Peter Ahluwalia, Chief Investment Office, The view from outside
Swisspartners AG, Partners’ View, January 2020
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Swisspartners AG, Partners’ View, Januar 2020

Ich habe versucht, ein paar Schritte zurückzutreten (genauer gesagt: ein paar Millionen) und zu unter- suchen, ob es in der Vergangenheit eine Zivilisation gab, die keinen Handel betrieb. Das Ergebnis war ein- deutig: Eine solche Zivilisation hat es nie gegeben. Von den Anfängen der Menschheit über die Steinzeit bis zur Neuzeit gehörten der Handel und der Austausch von Ideen zu den wohl wichtigsten Triebkräften für die Entwicklung der menschlichen Gesellschaft.

Lobnek Review & Outlook 2020

A decade of a “climate change” in the markets

Altug Ulkumen, CFA Independent Contributor
LOBNEK Wealth Management, January 2020

EDURAN Navigator 4. Quarter 2019

“Once upon a time”. The final quarter finished what the first quarter started – a stock market's fairy tale. Investors appear to have forgotten fears of a potential recession and other dangers to end the multiple year bull-market.

EDURAN Navigator 4. Quarter 2019
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EDURAN Navigator 4. Quartual 2019

“Es war einmal”. Das letzte Quartal vollendete, was das Startquartal brachte – ein märchenhaftes Börsenjahr zum Geniessen. Die Rezessionsängste, welche die Börsen zwischenzeitlich bedrückten, scheinen vergessen zu sein.

Monthly Pulse, January 2020

Review and Outlook

Roger Ganz, Head Asset Management
Clarus Capital, January 2020

SOLUTIONS

Janvier 2020

Patrick Bédat
PARCAE SA, Janvier 2020

Market Insight - December 2019

Hope for the best and prepare for the worst

François Savary, Chief Investment Officer
Prime Partners, December 2019

Monthly Pulse, December 2019

Economic Outlook

Roger Ganz, Head Asset Management
Clarus Capital, 02 December 2019

Lobnek Newsletter, November 2019

Popularity And Beauty Contests

Altug Ulkumen, CFA
Lobnek Wealth Management, November 2019

SOLUTIONS

Novembre 2019

Patrick Bédat
PARCAE SA, Novembre 2019

Lobnek Newsletter, October 2019

Deconstructing Risk

Altug Ulkumen, CFA
Lobnek Wealth Management, October 2019

Lobnek Newsletter, May 2019

The Future Of Everything

Altug Ulkumen, CFA
Lobnek Wealth Management, May 2019

EDURAN Navigator 3. Quarter 2019

“Illusion vs. reality”. Today’s low interest rate environment suggests sufficient market liquidity – and yet there have been shortages. Risk premiums are likely to be rising.

EDURAN Wealth Management, October 2019
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EDURAN Navigator 3. Quartal 2019

„Schein & Sein“. Die tiefen Zinsen suggerieren ausreichende Liquidität für die Märkte. Trotzdem dürften die Risikoprämien ansteigen.

SOLUTIONS

Septembre 2019

Patrick Bédat
PARCAE SA, September 2019

Lobnek Newsletter, July 2019

Altug Ulkumen, CFA
Lobnek Wealth Management, July 2019

Partners' View: Wealth Management

Inversion, aversion, perversion, reversion

Peter Ahluwalia, CIO
Swisspartners, May 2019

Hinder Asset Management News

No 65 - März 2019

Hinder Asset Management, March 2019

Input 26.02.2019

Jacot Investment Management AG, 26.02.2019
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