#Podcast — 24.01.2020

January 2020= January 2018?

Roger Keller, Chief Investment Advisor, Switzerland

Like in January 2018, equity markets are in technically overboard territory. In addition, they face obstacles from excessive positive sentiment from institutional investors and advisers, and they are clear signs of complacency. So how long can that last ?

DISCLAIMER

#Podcast — 21.06.2021

Finally a Corporate Capex Pickup?

#Podcast — 16.06.2021

Give your portfolio a clean bill of health

In this podcast, Edmund and Charlotte discuss the future of health care.

#Podcast — 14.06.2021

Don’t say Sayanora to Japanese Equities

#Podcast — 09.06.2021

Why buy banks?

In this podcast, Edmund and Charlotte discuss the future of banking and the attractiveness of bank stocks in the current market.

#Podcast — 07.06.2021

How “Transitory” is Transitory Inflation? Inflation proof your

#Podcast — 02.06.2021

Pet power

Edmund and Charlotte discuss the growing trend in pet ownership