Conference interviews
Posts from the conference
EnCor Navigator: allocation of assets in Q1 2024
“Goldilocks” for now
As in the famous “Goldilocks” fairy tale, investors in recent months have seen inflation tracking down to moderate levels both in G10 countries and in the Czech Republic as perfect for risk-taking. That […]
EnCor Navigator: allocation of assets in Q4 2023
Cutting risky assets into stronger markets
US and global equities spent most of 2023 in a rally phase, though performance was extremely concentrated among the “magnificent 7” giant US Tech stocks. This narrowing of the participants […]
EnCor Navigator: allocation of assets in Q3 2023
“Barbell strategy” for portfolios continues in Q3
The resilience of the US economy and the positive performance of US equities in 2023 has continued to surprise many commentators and investors. US equities were the largest riskier […]