This year started promisingly, but the optimistic mood soon faded. At the beginning of February, volatility spiked sharply and the daily fluctuation range increased significantly. Continue
Article – De l’approche quantitative à la gestion de fortune numérisée – L’Agéfi 29. March 2018
From the quantitative approach to digitized wealth management, a new generaton of wealth managers is needed: Continue
Investment Management Update – October 2017
The international equity markets continued their excellent performance into the third quarter of 2017, once again proving to be an attractive option for investors. Continue
Article – Les signes avertisseurs – L’Agéfi magazine, 20. Octobre 2017
The recommended equity quota within mixed portfolios stands again well above the historical average . This has important implications for future equity returns as written by Swiss newspaper L’Agéfi: Continue
Investment Management Update – July 2017
Since the beginning of the year, the risk conditions in the international equity markets have been very good. As a result, the markets are calm with an excellent risk-return ratio. Continue
Article – Quels marchés boursiers se prêtent à la sélection active de titres? – Prévoyance Professionnelle Suisse , 14. Juin 2016
Pension funds are battling against the zero interest-rate environment. Martin Glässer, Swiss certified pension fund manager and Senior Portfolio Manager at PARSUMO Capital, lays out how they can generate excess return without the need for increased fluctuation reserve. Continue
Investment Management Update – April 2017
Risk conditions in the international stock markets improved markedly during the first three months of the year. Despite the ongoing political risks and the related uncertainty, stock markets are robust and in good shape. Continue
TED-Talk – In memory of Hans Rosling – Let my dataset change your mindset
Swedish Medical Professor Hans Rosling has passed away on February 7. We bow to his exceptional attainments and recall his impressive TED talk about which we wrote on April 14, 2014. Continue
Investment Management Update (QSS) – January 2017
Last year, the revival of global economic growth led to massive rotation in the financial markets. After years of weak economic growth, key leading indicators were suggesting mid-year that the global economy had bottomed out – and growth would pick up again. Continue
Investment Management Update (RRI) – January 2017
One thing is for certain: 2016 was a year of uncertainty. The Research Institute for the Public Sphere and Society (fög) at the University of Zurich has drawn up a list of dominant media topics for 2016, and topping it are the US presidential elections and its main protagonist Donald Trump. Continue
