Investment

Investment Outlook Q2 2017

by James Macpherson

Notz Stucki has just released its investment outlook for the second quarter of 2017.

The first quarter was considerably calmer than that of 2016. On the political front the Dutch election was won by the sitting Prime Minister, which marked a break of a string of losses by incumbents in recent major elections. With predictions for the French election pointing to M. Macron as the likely winner the rise of the extremist parties in Europe seems to have been halted for the time being. In the US President Trump took office.

trump speech

Trump’s election on the pledge that he would throttle the State (‘drain the swamp’) was an attractive pitch, and brought the voice of the middle states to the elitist coast. However by the end of the quarter the complexity of getting anything done in Washington was starting to restrain him, as his first major legislative test to overturn Obamacare failed. That said business confidence has perked up following Trump’s election, partly due to the hope of tax cuts, but also to a revival of energy in middle class entrepreneurs.

 

Please click here to download the entire document.

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Antonio Mira joined NS Partners in 2006 as Group Chief Financial Officer. He heads the corporate functions and is involved in coordinating and implementing the decisions of the Executive Committee.
An experienced bank auditor, Antonio started his career in 1995 with Arthur Andersen, where he worked for some 7 years before joining Ernst & Young in 2002 as a Senior Manager.
Antonio is a Swiss chartered accountant and a Business graduate of Lausanne University (HEC).

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Sébastien Poiret joined NS Partners in 2008 and manages funds of hedge funds and private client mandates. He also oversees the development of the Group’s offices in Mauritius.

Prior to joining NS Partners, he served as a Trader, Head of Manager research and Portfolio Manager in the USA and Switzerland for a single hedge fund (1998-2004) and for Optimal (2004-2008), Grupo Santander’s fund-of-hedge funds operations.

Sébastien holds a Bachelor’s degree in Corporate Finance from the ESPEME Business School (EDHEC Group) and an MBA in Finance and Economics from the Institute of Business Administration, both in Nice.

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He started his financial career in 2005 as Head of Quantitative Analysis for a Swiss Family Office, selecting funds and managing portfolio allocation. In 2008, he switched to the alternative world and joined Peak Partners as hedge funds analyst.
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