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Tag: investment
Chart of the Month – Nowhere to run, nowhere to hide
Nowhere to run, nowhere to hide Those of you that have aged well will remember the Billboard Hot 100 single “Nowhere to Run” by Martha Reeves & The Vandellas which was released in 1965 by Motown and copied & remixed by many such as The Isley Brothers, Laura Nyro, Michael…
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Chart of the Month – During economic slowdown, increase defensive sectors
During economic slowdown, increase defensive sectors The last few months have been very special. And recent economic and geopolitical developments have left investors scrambling for answers in the equity market. Where to invest? where to hide? And in which sectors? Should I invest in value stocks rather than growth companies?…
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Graphique du mois – Conversation avec un gérant de portefeuille L/S dans le secteur de l’énergie
Conversation avec un gérant de portefeuille L/S dans le secteur de l'énergie Le secteur mondial de l'énergie reste très bon marché par rapport à sa tendance historique, ce qui n’est pas le cas du marché dans son ensemble (les graphiques ci-dessous comparent les valorisations relatives entre les secteurs et le…
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Gráfico del mes – Conversación con un gestor de cartera L/S de energía
Conversación con un gestor de cartera L/S de energía El sector energético global sigue ofreciendo valoraciones muy bajas desde el punto de vista histórico, a diferencia del mercado en general (en los gráficos siguientes, donde se comparan las valoraciones relativas entre los distintos sectores y el mercado en general, las…
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Chart of the Month – Conversation with an energy L/S portfolio manager
Conversation with an energy L/S portfolio manager The Global Energy Sector is still very cheap vs history – which differs from the broader market (charts below which compare relative valuations between different sectors and the broader market, Energy is still trading at 11.8x P/E, a discount to historical averages vs.…
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Chart of the Month – Conversation with an energy L/S portfolio manager
Conversation with an energy L/S portfolio manager The Global Energy Sector is still very cheap vs history – which differs from the broader market (charts below which compare relative valuations between different sectors and the broader market, Energy is still trading at 11.8x P/E, a discount to historical averages vs.…
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Chart of the Month – Conversation with an energy L/S portfolio manager
Conversation with an energy L/S portfolio manager The Global Energy Sector is still very cheap vs history – which differs from the broader market (charts below which compare relative valuations between different sectors and the broader market, Energy is still trading at 11.8x P/E, a discount to historical averages vs.…
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Chart of the Month – How to become friends with Mr Market
How to become friends with Mr Market MSCI WORLD PRICE – MSCI WORLD EPS – MSCI WORLD PRICE EARNINGS RATIO In his famous 1949 Book “The Intelligent Investor”, Ben Graham speaks about Mr Market. Mr Market is a strange fellow with some specific attitudes: Mr Market is very…
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Chart of the Month – Sustainability practices gained traction in luxury
Sustainability practices gained traction in luxury Environmental, Social and Governance (ESG) are today on many people’s lips. This scatter chart shows an interesting attribute of Luxury. When it comes to deep analysis of those ESG criteria, we find a lot of specialists, and we have selected the RobecoSAM Total Sustainability…
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Chart of the Month – Bitcoin
Bitcoin The chart above shows the price of bitcoin, a so-called cryptocurrency. Bitcoin has been appreciating for several years, but it has exploded during the last 12 months with a performance of 1600%. During the last 5 years Bitcoin has gained a staggering 10900% versus the USD. Bitcoin is a…
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