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The market is far more nervous than at the beginning of the year. This volatility spike highlights how technical factors can sometimes drive markets to the detriment of fundamentals. This end-of-summer period seems to be appropriate to reassess the risks we are willing to be exposed to in our portfolios and to adopt a diversified approach in terms of asset allocation. https://lnkd.in/eFVJAfSQ #risk #volatility #assetallocation #investmentopportunities Cedric Dingens

With all major equity indices comfortably up so far this year, investors are clearly enjoying good times. The flip side of this optimism is that there are more and more signs of an economic slowdown in the US, which has left investors unscathed at this point because the preferred scenario is a soft landing, not a recession. https://lnkd.in/e-UEbct9 #marketcomments #investmentopportunities Pierre Mouton

While the consequences of the mini-crash at the beginning of August were not too serious, it should serve as a wake-up call. https://lnkd.in/ebrWCr5G #volatility #investmentopportunities Cedric Dingens Allnews.ch, La finance suisse dans l'e-media

Avant de se lancer dans ce « digital journey » si couru en ce moment, il faut d’abord bien se convaincre que la solution idéale n’existe pas. Dans le monde réel, il y a différentes contraintes à gérer que ce soit en termes de temps, de ressources, et bien évidemment de budget. A chacun de développer ses propres solutions en tenant compte de sa situation, de ses acquis, de son environnement.Amelie Janssens de Bisthoven et Christophe Verbaere partagent leur expérience. #digitaljourney #digitalisation #finance SPHERE Swiss Financial Arena

Volatility is most investors’ foe, but it may be a price to pay at some moments. Unless you’re a very talented trader, you tend to be a victim of wild moves in financial markets, as they trigger high hopes or deep despair and push you to forget fundamentals. As the old say goes, “I know bold traders, I know old traders, but I don’t know old bold traders”.  https://lnkd.in/ercKbAPy #investmentopportunities #markets #volatility Pierre Mouton

Quarterly Investment Review – Q2 2024 “Americans prefer strong and wrong to weak and right.” Warren Buffett The second quarter was an unsettled one. The bond market rose modestly. In April the technology sector fell sharply before rallying strongly over the rest of the quarter. Most of the rest of the market did the exact opposite.  https://lnkd.in/eR2dah8f #investmentopportunities #quarterlyinvestmentreview #markets

It was with great pleasure that on 20 June NS PARTNERS participated as a sponsor in the prestigious event organised by Evenco International, in collaboration with Bloomberg Intelligence at the Hilton Lake Como. During the event, our Head of Long Only Strategy, Pierre Mouton, shared his rich experience in Long Only equities, offering a detailed analysis of current market developments and the most effective strategies. It was a valuable opportunity to meet and talk with industry colleagues, clients and partners, enriching us with new ideas and strengthening valuable professional relationships. A special thanks to Pierre Mouton for his valuable contribution, to Evenco International for its impeccable organisation, to the other sponsors (Global X ETFs, Artemis Investment Management and BPI Gestão de Ativos) to the speakers and to all the participants who made the event a real success. #EquityLongOnly #Investments #Networking Giacomo Calef Davide Gadda Pierre Mouton

Yes, there is life outside the S&P 500!!! The S&P 500 has dominated performance charts for the last decade, with its lead becoming even more pronounced in the past three years, outpacing global indices. This stellar performance is driven by several factors. However, this impressive performance comes at a cost.  https://lnkd.in/eXWgSP_E #investmentopportunities #healthcare #swissmarket Angel L. Sanz Lazaro CFA

Yes, it’s now summertime; a season supposed to be quieter for financial markets. But history suggests that it’s not necessarily the case and that, for whatever reasons, there can be significant spikes of volatility during the summer months. In Mungo Jerry’s song, it’s all about easy and pleasant choices to be made in summertime, while, for investors, choices can be tricky, especially after the very particular first half we’ve been through and the multiple possible troublemakers ahead. https://lnkd.in/ensE4Zda #investmentopportunities #volatility #finance Pierre Mouton

Dans le digital, quelles solutions permettent de générer le plus de valeur pour les gérants? Tout dépend du stade de maturité digitale auquel les gérants sont parvenus. Et il n’est pas forcément nécessaire de se lancer dans de grands chantiers. Il faut penser aussi aux « quick wins », qui apportent des résultats immédiats.  https://lnkd.in/eWRR3_kc Découvrez l'intégralité de l'interview dans la section Solutions EAM du magazine SPHERE Swiss Financial Arena. Merci Jérôme Sicard et Amelie Janssens de Bisthoven. #digitalisation #gestiondefortune #wealthmanagement #assetmanagement