isamogna14 abr 20201 Min. de lecturaCapturing the upside while moving through a recession, April 2020In the first weeks of March we reduced risk decisively and shifted all strategies and funds from equities and high yield bonds to high...
isamogna14 abr 20201 Min. de lecturaNavigating the Turmoil, 17 of March 2020Judging from what now looks like a steep deceleration in China, the actions taken by politicians in Europe and the US restricting...
isamogna14 abr 20201 Min. de lecturaOut of Equities, 12 of March 2020Since last week the base case has moved to a situation where much of Europe faces a recession and a view that the US is less prepared...
isamogna14 abr 20201 Min. de lecturaMarch 2020 - Pandemic, panic and return potentialThe world is seemingly on the brink of a pandemic panic. A situation has emerged in which there is now an increased risk that things may...