We will be updating this library regularly with new documents and white papers etc., so we recommend you keep an eye on it from time to time.
Playing it safe is risky!
Our latest investment outlook is ready. 2024 has a few challenging scenarios for most investors, but we expect selected strategies to perform well. A moderate downside risk exists for stocks, as significant cuts are not required given a healthy activity level. Enjoy reading.
Top 10 trade ideas for 2014
Proposition #9: Swiss companies
Switzerland is the home to many enterprises operating on an international basis. These companies distinguish themselves with very lean management structures, they are managed in a dynamic manner and a large part of their turnover is made in foreign countries, including EMA countries.
Top 10 trade ideas for 2014. Proposition #5: All-Star companies
Top 10 trade ideas for 2014 Proposition #8: The renaissance of the telecom sector Over the past years, the telecom sector had been lagging the market, particularly in Europe and in the US. There are a number of reasons for this: a) telecom operators run a highly cyclical business, and with the financial crisis taking its grip on day-to-day consumer spending, operating profits have fallen, b) the introduction of VoIP (e.g. Skype, WhatsApp, Whispers) means that consumer behavior has changed at the expense of the traditional operators, c) in terms of provision capacity, the traditional operators have had to make significant efforts to build adequate infrastructure to serve 3G clients, and lately 4G clients
Top 10 trade ideas for 2014.
Proposition #10: Pitfalls to overcome in 2014
Top 10 trade ideas for 2014 - Proposition #2: Financials
The IRISOS method consists of trend (price), horizontal (industry, sector vs. company), and vertical (top-down and bottom-up) analyses. The details of the results developed are grouped into Risk-metrics, Growth-Metrics, Value-Metrics, Momentum-Metrics, and Social-Media-Metrics, and consolidated into a risk/reward ratio. High relative delta values tend to reflect companies with strong relative business fundamentals.
Furthermore, findings show a correlation between a company’s overall risk/reward ratio at a given point of time and its subsequent share price development. Backtesting has revealed that it is opportune to associate this method to strong secular growth trends that go beyond the traditional investment approach of replicating indices or sectors.
The SNB's decision to no longer defend appreciation of the CHF exchange rate hit Swiss equities prices especially hard because Swiss companies have a relatively small domestic market and are very international in their operations. Yet, not all are affected in the same manner, especially some smaller players. Here is the list.
Finder's fee agreement for external assets managers
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