INSIGHTS

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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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l’Osservatore: “Microcredito, per essere alti volando basso”

By |2019-03-25T13:37:49+02:002019/03/25|Categories: blog, Events, Press Release|

Vincenzo Trani, Presidente di Mikro Kapital, con Vittorio Volpi, Chairman del Supervisory Board, Raffaele Oriani, Associate Luiss School e Jacqueline Ruedin Rüsch, CEO Privilège Management, hanno presentato al LAC di Lugano le virtù del Microcredito quale nuova Asset Class redditizia.

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l’Osservatore: “State uniti e non dividetevi”

By |2019-03-12T09:47:23+02:002019/03/11|Categories: blog, Events, Press Release|

L'UE è preoccupata per quanto accade in Italia. Conti pubblici fuori misura, passi indietro sulle riforme, rischio di contagio per il resto dell’Eurozona. La mancanza di progressi nell’affrontare i problemi «ci porta a concludere che gli squilibri dell’Italia restano eccessivi», afferma il commissario Pierre Moscovici.

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Press Release: “Privilège Management launches second venture fund”

By |2019-03-04T10:26:59+02:002019/03/04|Categories: blog, Press Release|

Privilège Management SA has announced the first closing of its second Venture Capital Fund: a closed ended fund that will invest in highly innovative companies in Switzerland and Europe.

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l’Osservatore: “Atos e Juventus: Un mercato pazzo”

By |2019-02-26T08:16:47+02:002019/02/25|Categories: blog, Press Release|

Dopo la correzione dei mercati che si è registrata nell’ultimo periodo del 2018, la Federal Reserve americana ha effettuato una decisa correzione nella sua politica monetaria, mostrandosi più “Supportive” e “Dovish” (colomba), ha commentato Daniel Tassan-Din di Diamond Capital aprendo il convegno di Privilège Management SA che si è svolto gli scorsi giorni al LAC di Lugano in un colloquio con gli operatori professionali, che poi si è trasferito a Zurigo e, per fine mese, arriverà a Ginevra

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