Stubbornly low inflation in the presence of unprecedented monetary stimulus has been the source of considerable debate.
With interest rates expected to increase further, investors will increasingly focus on duration risk. The two main alternatives to a rising interest rates environment within the fixed income space are inflation linked securities or short duration funds.
Congratulations to Pilatus Partners for showing the best performance in the category Fixed Income Fund in CHF according Finanz und Wirtschaft, January Special.
When it comes to investing in China’s equity market we have become accustomed to a narrative centred on GDP growth. But at this stage in China’s evolution it is important to note that the (permanent) decline in China’s economic growth is a perfectly normal development.
Thanks to all the participants and the speakers, it was a great afternoon full of insights.
“There is no such thing as a free lunch” - Milton Friedman (Economist, 1912-2006)1
On November 10th, 2017 Privilège Management SA held its first Venture Capital Day at the Hotel Dante in Lugano.
In the first part of this newsletter we delved into the nature of money and underscored the connection between money and the real economy.
It is no coincidence that in the era of unconventional monetary policies cryptocurrencies are becoming the object of increasing interest and scrutiny.
Giornale del Popolo, 28.09.2017 Alessandro Guzzini, CEO di Finlabo - la valutazione sui titoli svizzeri "Perchè la borsa resta soft nel post elezioni tedesche"