Investment

Notz Stucki Investment Meeting – Anatole Kaletsky

by James Macpherson

“Bull Market Will Continue – despite all the risks”

2018 has been a difficult year in financial markets with almost every equity and bond market suffering, with the notable exception of the US stock market. A further complication for investors has been that this has not been caused by a serious deterioration in economic fundamentals. Instead markets have been driven by political risks and uncertainties. Ultimately the question for investors is whether this is just a painful correction, and therefore a buying opportunity, or is this the start of a reversal in markets, signalling the end of the US bull market. The presentation considered three causes of the setback in markets since April/May, and then how far these issues might develop or revert. Anatole made a case that the bull market would resume, but cautioned that others in Gavekal were more cautious.

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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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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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Among many other ventures, Abir set up Alibaba.com’s first European office. After living and working in Shanghai, Hong Kong, Bangkok and London, she now lives in Geneva, where she is CEO of Lift Events, an organization that identifies technology trends, their business and social impact through the organization of events and open innovation programs. Issues related to the challenges and opportunities created by new technologies as well as the strategic responses from organizations are at the heart of Lift’s activities.
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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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