Not many people live to see the world at the threshold of a historically unique shift. But that is exactly where we are right now. Although we have known for many years that we are taking the planet to its limits, the scientific results have never been as clear as today. The drastic decline in […]
THIS AUTHOR'S POSTS
Sell in May and go away?
Every year at the beginning of May, investors are faced with the question of whether they should leave the stock exchanges and take the profits generated up to that point, and return at a later date in autumn. But is the old stock market adage “Sell in May” still valid?
IMF conference in Washington: cautiously upbeat sentiment about emerging markets
Senior Funds Manager Felix Dornaus summarises his learning points from the presentations by the International Monetary Fund in Washington on 20 to 23 April 2018. Who were the winners and who the losers?
Turkey´s astonishing rush to early elections
Amalia Ripfl, Senior Fundmanager explains Turkey´s rush to early elections: who profits and what does it mean for the equity market?
Judging Managers’ Character
It is often overlooked and due to its elusive nature, there is no standardized way to judge someone’s character. The topic rarely appears in textbooks or professional courses, and investors are generally skeptical about their ability to asses it. Which leads to the following question: Is it knowable? In other words, is there some reliable way to judge someone’s character?
2018 elections in Hungary: political stability – curse or blessing?
The FIDESZ-Christian Democratic coalition won the general election. They gathered 133 mandates of the 199 seats, an expected 2/3 majority for the governing parties.
Helping people to help themselves
There are investments that create a better world. Microloans give people in the Third World a chance to a better life and facilitate a stable yield for domestic investors.
Data leak by Facebook – are technology shares at risk?
Open questions about the processing and leaking of data by the social media giant have triggered a correction among technology companies. Bernhard Ruttenstorfer, fund manager of our technology equity fund, has answered questions regarding facebook et al. in this flash interview.
Knowing the Future: parallels between weather and financial forecasting
Google ‚forecasting future‘, and over 28 million hits appear. Clearly, knowing what will happen before it happens is big business: from financial markets to the weather, and anything in between, says Rosmarie de Wit, Austrian center for meteorology (ZAMG).
Quo Vadis Italia? – The 2018 general election in Italy and its importance to the economy
The economic environment for Italy remains challenging. The fundamental problem is the low economic growth. Although the composition of the future government is still unclear, the party programs imply a persistent reform deadlock.