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Swiss growth stocks in the storm
Rising interest rates are compressing valuations. Now a recession looms and earnings revisions are feared. TheMarket puts the situation in perspective and explores the question: Is now the time to act?
Are there alternatives to stocks? Yes, but none is better
Stock market bear markets regularly raise the question of stock alternatives. The simple answer: Of course there are
alternatives. Whether they are better is an open question.
The "Value Style" continues to swing on top.
René Dubacher and Paul Schibli, Senior Portfolio Managers at Swiss Rock Asset Management, explain how they maneuver through the turbulence with their Quant model.
Publications
AZEK Lecture CIIA: Valuation of CDS
Valuation of Credit Default Swaps CDS
Are there alternatives to stocks? Yes, but no better ones
Stock market bear markets regularly raise the question of stock alternatives. The simple answer: Of course there are alternatives. Whether they are better is an open question.
The article "Es gibt keine Chancen ohne Risiken" in Sonderbund Vorsorge der FuW (Finanz und Wirtschaft, 10. September 2022, in German only) shows why equities must always have the highest expected returns on economically sound grounds.
2022 could be a year of two faces - NZZ Roundtable
Dr. Roman von Ah
Fear of the new Corona variant and of higher inflation is rampant on the stock markets. Financial experts and asset managers discuss at the NZZ Roundtable (Neue Zürcher Zeitung NZZ, 6.12.2021) how savers and investors should act now