24.08.22 – This quarter continues a period of multiple uncertainties and imponderables in the market. [...] In the following, we discuss the three predominant topics for investors, which are rising inflation, rising interest rates and high factor dispersion...

22.04.22 – Correctly forecasting the market direction in the short term remains a challenge that very few can master on a regular basis. The resulting over- or underreaction is the result the market being driven by humans, who act emotionally. This is especially true when confronted with uncertainties or herd instinct...

18.01.22 – It has been almost twelve months since my last Value Insights. We have had a year to forget and with many lessons for the future and unfortunately we are still struggling with the ongoing effects of the Covid-19 pandemic. Mentally, physically and emotionally, the last 24 months have been a constant challenge, but also an opportunity for growth...

15.01.21 – Professionally and personally 2021 will be one of the most unique years in our lifetimes. We have arrived at it after witnessing market volatility last seen almost 100 years ago...