OUT OF THE BOX by José Carlos Jarillo By starting to discount just a mild recession, or even a “soft landing”, markets have been more optimistic in the last months. In other words, a slowdown in economic activity that is important enough to lower inflation to acceptable levels but is […]
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5 posts
The blockchain industry is shaking up the traditional financial system and bringing countless new products and solutions to market. However, there are still many challenges to be solved. Companies are therefore taking the challenges into their own hands, reshaping the industry and designing new models for success. The Frankfurt School […]
“I have no special talent, I am just passionately curious” (Albert Einstein). When talking to semi-institutional and institutional investors, one often encounters only restrained interest in the topic of funds. Reasons such as costs and the original positioning of this product category in the retail segment are often cited for […]
There is still no uniform definition for the term “fund boutique”, but from our point of view, all fund boutiques have one thing in common, i.e. a kind of trademark: they are owner-managed and their strategies are unique in contrast to the “big players” in the fund industry. Usually, the […]
Psychology in Action, And an Interesting Asset Class One of the most fascinating and promising parts of finance research is a discipline called “behavioural finance”. It represents an important step forward in our understanding of how capital markets function, how risk is priced, and why certain inefficiencies persist and enable […]