INSIGHTS

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CITYWIRE: ESG & me: Lugano WM CEO on what to ask asset managers

By |2019-11-25T16:12:01+01:002019/11/25|Categories: blog, Events, Press Release|

Jacqueline Ruedin Rüsch, Privilège Management What do you do in terms of ESG? We do not have a fully integrated process on ESG for our mandates yet, but we have been looking at it for the past couple of years and we are now making a determined effort in that direction.

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l’Osservatore: ” Eticità: chi controlla i controllori?”

By |2019-11-25T15:58:22+01:002019/11/25|Categories: blog, Events, Press Release|

Nell’ultima newsletter di Privilège Management, Filippo Schimenti, CIO della società, si pone alcuni interrogativi sulla eticità effettiva dell’investimento etico, quando fa riferimento a principi di standardizzazione presi come punti di riferimento assodati.

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PM Newsletter • July 2019

By |2019-07-18T12:55:30+02:002019/07/18|Categories: Newsletter|

President Trump may be right about the Euro being undervalued versus the dollar. Popular measures of valuation, such as Purchasing Power Parity (PPP), are not particularly reliable in the short to medium term because of the underlying assumptions that underpin them and the myriad of soft and hard variables that have an impact on currency fluctuations.

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PM Newsletter • June 2019

By |2019-07-15T12:03:37+02:002019/07/15|Categories: Newsletter|

Now it’s official: The trade war is about great power competition, not about trade. This is the fourth newsletter we dedicate to the trade war since the first one in March 2018. Although we suspected all along that there was more to the trade war than met the eye, we merely confined ourselves to strictly economic issues lest we be accused of propagating conspiracy theories

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l’Osservatore: “Dall’ex URSS e dall’India con amore”

By |2019-06-17T10:57:23+02:002019/06/17|Categories: blog, Events, Press Release|

Andris Kotāns, CFA di CBL Asset Management (di cui CEO è Karlis Purgailis), società specializzata negli Eastern European Bond Market (i Paesi dell’ex blocco comunista dell’Est europeo), e Praveen Jagwani di UTI International, specialista sul mercato indiano, hanno presentato queste due aree di intervento assai promettenti per gli investimenti.

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PM Newsletter • May 2019

By |2019-05-21T12:23:19+02:002019/05/21|Categories: Newsletter|

With China rapidly approaching its final stage of development, we as investors are hard pressed to find the next great success story. We believe that Vietnam will be such a story for a series of reasons: Vietnam is still not in the radar of international investors because of scarce liquidity and lack of presence in the major indices.

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