INVESTING IN AN INFLATIONARY ENVIRONMENT
While inflation was at record levels in all the major currencies during the 1970s, peaking at 12% in Switzerland in 1973, it has declined sharply since then. So much so that in the recent years Central Banks have been worried about both - deflationary threats as well as inflation.
REAL ESTATE: MAKING THE ILLIQUID LIQUID
Negative interest rates in Switzerland put a tremendous pressure on the wealth management industry. Investors can no longer rely on the traditional government bond portfolio and have to look into other sources of performance. This quest for performance has created a rush to investments offering all types of risk premia, notably that related to illiquid assets. In this Investir.ch article Michel Dominicé discusses current surge to illiquid assets and explains how to generate performance and liquidity through investments in real estate.
ZERO INTEREST RATES ARE HERE TO STAY
in this L’Agefi’s article Michel Dominicé, Senior Partner at Dominicé & Co, explains the economic reasons behind the low interest rate environment and why zero interest rates are here to stay.
THE NEXT MACRO EVENT COULD PROVE TOO MUCH FOR STRUCTURALLY FRAGILE MARKETS
EQDerivatives – In this latest report read about the structurally fragile equity markets. Pierre de Saab, partner at Dominicé & Co – Asset Management, talks about the factors that drive market fragility and deliberates on the next macro events that could eventually break the markets.
TOWARDS THE BURST OF THE CENTRAL BANK BUBBLE
In this Le Temps article Michel Dominicé, Senior Partner at Dominicé & Co, describes how the current strategy to boost economic growth is leading the way towards the next crisis and the “Central Bank bubble”.
US RATES TO DRIVE WEDGE BETWEEN GLOBAL VOLATILITY REGIMES
EQ Derivatives Magazine cover story “US Rates to drive Wedge between Global Volatility Regimes” reports on the debate which took place at the Global Equity Derivatives Conference this summer.
VOLATILITY AND TAIL RISK INVESTING
Dominicé & Co – Asset Management presented at the Volatility and Tail Risk Investing conference in London. To revisit some of the presentations and panel discussions topics
HOW COULD GREECE LEAVE EURO THROUGH THE BACK DOOR
In this Le Temps article Michel Dominicé, Senior Partner at Dominicé & Co – Asset Management, desbribes how Greece could adopt a new currency and leave the Euro zone.
MYOPIA AS AN AID TO VISION
L’Agefi – Read about Dominicé & Co’s survival kit for the next financial crisis. Michel Dominicé analyses the current economic situation and factors that may drive the financial markets to the next crisis.
DOMINICÉ & CO ANNOUNCES THE APPOINTMENT OF TWO NEW PARTNERS
Dominicé & Co – Asset Management is pleased to announce the appointment of two new Partners, Pierre de Saab and Benoit Mandosse, responsible for Asset Management and Wealth Management respectively.