Opinion

How to select a quant fund

At the Invitation of Citywire Switzerland, we share our insights on how to evaluate and choose the most effective systematic strategies.

Fabian Scheler

January 8, 2025

Qu'est-ce que l'« Initiative pour l'avenir » ?

L'initiative pour l'avenir propose un impôt fédéral de 50 % sur les héritages et les donations de plus de 50 millions de francs suisses pour financer des actions en faveur de l'écologie. Quelles sont ses chances de succès ?

Frédéric Vuilleumier

November 11, 2024

The metals supercycle is intact

The more extensive than anticipated rise in interest rates has temporarily halted the surge in commodity prices. Still, underlying demand trends meeting constrained supply are poised to continue driving a bullish secular cycle.

Ygal Sebban

March 10, 2023

Suddenly, the Swiss currency looks almost cheap

Switzerland is expensive. We have become accustomed to the thought that what's true for its hotels and restaurants also applies to its stable safe-haven currency. Rightfully?

Fabian Scheler

March 28, 2022

The ESG trend from a systematic investor's perspective

Those of us who don't yet trade based on reddit forums may remember that another topic was poised to gain relevance this year: Environmental, Social & Governance (ESG) criteria.

Fabian Scheler

January 28, 2021

How Swiss wealth managers can keep flying

The thought-provoking cocktail of digital (technology) disruption, low yield environment and the rise of passive investment products is severely impacting the traditional Swiss wealth management and many players are not prepared for it.

Tim Brockmann

September 30, 2020

Generative AI - a productivity revolution or bullshit machine?

Only just released, ChatGPT has taken the internet by storm and drawn attention to a new breed of software writing computer codes and poems or drawing cartoons.

Fabian Scheler

January 15, 2023

Friedman revisited - Philantropy, ESG and the purpose of business

Should private businesses pursue non-monetary goals? The question has been fiercely debated for generations and with the recent rise of the ESG movement the question is as timely as ever.

Tim Brockmann

March 20, 2022

Energy crisis: which financial opportunities?

The energy crisis is an abysmal shock for Europe, but it is also a source of opportunities. Our article explains why we anticipate oil prices to stay high in the short term while we expect renewables to be the ultimate winners eventually.

Ygal Sebban

September 28, 2022

ESG investing will never be fully objective - and that's ok

In a controversial decision, S&P removed Tesla from its ESG indices. We believe that for Wealth Managers, the subjective nature of ESG investing can be an opportunity.

Fabian Scheler

May 23, 2022

China is still not a value play

Comparably low P/E ratios make China's equity market look cheap but net cash returns provide a very different picture. Top-down, Chinese stocks remain a bet on growth.

Fabian Scheler

January 25, 2022