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Interview of Sebastian Schmuki in collaboration with Active Fund Placement
Ask your fund manager Interest rates are historically low and credit spreads are tight. In the current environment many conventional investment strategies are reaching their limits. Find attached an interview with Sebastian Schmuki, CFA, Lead Portfolio Manager and Managing Partner of Blackfort Investment Partners, about the “new normal” and new investment approaches in challenging times. The interview…
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Blackfort Analytics – 2018. A Review
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Diversify to make the most of Switzerland’s mixed bag
Diversify to make the most of Switzerland’s mixed bag At the beginning of the year Swiss and US equities were among the most expensive developed markets and the majority of strategists were positive on European equities. Now, as the market corrects, the relative valuation is still very similar. Nevertheless, the US sold off from an all-time high…
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Blackfort Portfolio Management