Nouvelles et Publications
28-03-24
Capital Markets Assumptions Q1 2024
What returns can be expected from a given multi-asset portfolio in the medium to long term? The answer is far from simple and depends on a number of variables, including expectations of economic growth, inflation, equity market valuation ratios and interest rates.
We have therefore developed a series of models that derive estimates for future returns based on prevailing market conditions and the historical behaviour of different asset classes.
07-03-24
Is private debt worth the fees?
Private debt is booming, but as always in the private markets, opacity makes it challenging for investors to understand what they are actually exposed to. In our third Private Market Primer, we provide an introduction to the asset class and, based on various data sources and publications, highlight our approach to and understanding of its risk profile and expected returns.
22-01-24
European life insurance at the Swiss border
Dans le cadre de nos publications collaboratives, nous avons le plaisir de partager ici avec vous un article sur l’Assurance vie européenne au passage de la frontière suisse.
Cet article a été rédigé par M. Pierre-Olivier Kramer, Managing Partner de Gatsby & White SA., courtier européen en assurance-vie reconnu, complété par une réflexion fruit de l’expérience d’Amadeus Capital en la matière.
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As part of our collaborative publications, we are pleased to share with you an article on European life insurance at the Swiss border.
This article was written by Mr. Pierre-Olivier Kramer, Managing Partner of Gatsby & White SA., a renowned European life insurance broker, and is complemented by a reflection based on Amadeus Capital's experience in this field.
05-01-24
The 2024 recap of consensus expectations
Every year again, the most prestigious banks, asset managers and consultancies publish extensive market and economic outlooks highlighting key themes and convictions for the year ahead. While the half-life of these articles is debatable, to put it politely, we nevertheless believe that these publications provide a good snapshot of consensus risks and opportunities at a given point in time.