QIS

Quarterly Investment Strategies

2019 Reviews

Q3

At the time of the Cold War there was a joke, popular in East Germany, regarding a German worker who finds employment in Siberia...

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Q2

Keep your eyes wide open. This is the main message we are keen to send to our clients, readers, and counterparties.

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Q1

Late-cycle investing: how to remain safe in a deteriorating environment.

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Investire durante la fine del ciclo economico: come difendersi in un contesto in via di deterioramento.

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2018 Reviews

Q4

Late-cycle investing: how to remain safe in a deteriorating environment.

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Investire durante la fine del ciclo economico: come difendersi in un contesto in via di deterioramento.

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Q3

The Post-QEs Era: the risks ahead.

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L’era del dopo-QE: i rischi che ci attendono.

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Q2

April and May 2018 have been interesting months for European equities.

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Q1

Jump around! Jump up, jump up and get down!

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2017 Reviews

Q4

Confort food or cherry picking?

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