Corporate culture in a nutshell, i.e. a few words about what determines the company’s success in the long termday 16.10.2020 * Reading time: 10min. Corporate culture in a nutshell, i.e. a few words about what determines the company’s success in the long...
Tech stocks are in fashionDay 24.07.2020 * Reading time: 10min. Tech stocks are in fashion In the past, tech stocks were not considered defensive investments. As the virus crisis has...
Are we dealing with Pavlovian markets in the equity markets?day 23.06.2020 * Reading time: 5min. Are we dealing with Pavlovian markets in the equity markets? Historically, Wall Street has tended to respond positively to...
Target date strategies for portfolio rebalancingDay 11.05.2020 * Reading time: 15min. Target date strategies for portfolio rebalancing As a reminder, portfolio rebalancing consists of periodically buying or selling assets in a portfolio to maintain the original or...
COVID-19: The global economy in the age of universal quarantineDay 11.04.2020 * reading time: 15min. COVID-19: The global economy in the age of universal quarantine COVID-19 forced governments to pause an unprecedented period of at least three months to flatten the...
Bond portfolio management in 2020 Day 18.02.2020 * Reading time: 15min. Bond portfolio management in 2020 In the context of income-oriented investing, we like the dynamic strategy that combines return-oriented credit assets – high-yield corporate...
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