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Welcome to our blog – a place to discuss and exchange thoughts and ideas about IRISOS, the stock markets and all matters relating to wealth management.


Articles
Monday, September 28, 2020 by Mr Schmid|Comment closed
within category Future Stock Market Performance
The question of how much return, on average over a longer period of time, one can expect from their equity portfolio is truly warranted.
According to the findings of DataTrek, equity investors should expect an annual average of 7%, with the upside potential dependent on the pace of technological i…
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Thursday, September 17, 2020 by Mr Schmid|Comment closed
within category US-GDP,Interest rates
During its last meeting before the US elections, the Federal Reserve voted to keep short-term interest rates anchored near zero. The Fed also provided specific language about its intent to hold rates low until inflation increases.
According to input from individual members, rates could stay anchor…
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Wednesday, September 16, 2020 by Mr Schmid|Comment closed
within category China,Economic cycle
The recovery in China’s industrial sector seems to be moderating, but domestic consumption continues to rebound. On current trends, there could be an upside risk to our growth forecast for China.
 After a strong Q2 recovery, the Chinese industrial sector growth seems to be moderating. The official…
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Monday, September 14, 2020 by Mr Schmid|Comment closed
within category Stay-at-home,Changing needs,Ecosystem 2.0,5G,Sales funnel
Six months into the pandemic, some companies are starting to feel the heat as the sales channels and approaches they have been relying on for years are burning up faster than ever. In fact, customers have migrated to digital in all areas, be it for IT-related consumption, cars, doctors’ visits, foo…
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Monday, September 7, 2020 by Monsieur Schmid|Comment closed
within category Equity market Valuation
General state of affairs


Last week, the tech-heavy Nasdaq ended 3.3% lower, the S&P 500 dropped by 0.7%, and the major index in Europe, the Euro Stoxx 600, gave up 1.1%. The risk-off move came after an average performance of almost 70% (based on March lows). The question of whether the market …
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Friday, August 28, 2020 by Mr Schmid|Comment closed
within category Top Down View
Top down view after the lockdown
After H1's severe contraction – an estimated cumulative -9.5 % – the world GDP is likely to expand in H2 and onwards. Considering recent turmoil around the globe, the outlook appears to be reasonably optimistic.
The World PMI Manufacturing index recently reached 5…
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Monday, August 24, 2020 by Ms. Schmid|Comment closed
within category Technology,Trade war,HealthCare,Investment opportunities,Corporate tax cut
The US election has just entered into its early last phase. The race is no longer between the incumbent and the challenger but between President Trump and Vice President Mike Pence versus former Vice President Joe Biden and his Vice President nominee, California Senator Kamala Harris.
Up to now, t…
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Friday, July 17, 2020 by Ms. Schmid|Comment closed
within category Blue Wave Stocks,US Election
Blue wave stock selection
The US election is approaching! While the outcome is not certain, one can already prepare the allocation by considering the relative winners in a blue wave scenario. A Democrat administration will most likely focus on re-enforced regulation, especially on climate change (…
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Saturday, July 11, 2020 by Ms. Schmid|Comment closed
within category E-commerce,E-Marketing,Pinterest
Pinterest is a unique platform catering to the shopping community. Very recently, PINS announced a cross-marketing facility for merchants. This should reduce friction for shop-owners as they use the same advertising campaign on multiple platforms. While the feature is presently only available in No…
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Wednesday, June 17, 2020 by Ms. Schmid|Comment closed
within category Technology Disruption,Fuel cells and batteries,Warehouse and Datacenters
Summary


 The economy is progressing at a pace almost beyond belief. The fourth industrial revolution is in process of transforming our daily activities, the manufacturing sector, and the entire service industry. In fact, we have two di…
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Wednesday, June 17, 2020 by Ms. Schmid|Comment closed
within category Technology Disruption,Fuel cells and batteries,Warehouse and Datacenters
Summary


The economy is progressing at a pace almost beyond belief. The fourth industrial revolution is in process of transforming our daily activities, the manufacturing sector, and the entire service industry. In fact, we have two d…
More …

Wednesday, June 17, 2020 by Ms. Schmid|Comment closed
within category Technology Disruption,Fuel cells and batteries,Warehouse and Datacenters
Summary


The economy is progressing at a pace almost beyond belief. The fourth industrial revolution is in process of transforming our daily activities, the manufacturing sector, and the entire service industry. In fact, we have two dist…
More …

Monday, June 15, 2020 by Ms. Schmid|Comment closed
within category European economic recovery,Green Marshall Plan,Europe
In recent weeks, European Asset classes such as credit and high-quality cyclicals have experienced highly favorable conditions on the back of the expansion of the ECB’s bond-buying program, which now totals €1.35 trillion! This helps alleviate concerns about the fragmentation of the Euro area, and …
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Tuesday, June 9, 2020 by Ms. Schmid|Comment closed
within category Secular growth trends,Industry 4.0
Longer-term Investment Trend – Industry 4.0
The industry revolution “Industry 4.0” is expected to transform the future of manufacturing. More importantly, it allows DM companies to relocate their production facilities in a fashionable manner closer to the consumers. Also, full automation and robot…
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Monday, June 8, 2020 by Ms. Schmid|Comment closed
within category Nutrition,IIOT,Big Data
Longer-term Investment Trend - Nutrition
The world's population is growing by around 200,000 people per day. In the same manner, wealth creation and urbanization are leading to higher living standards and the consumption of more protein-rich food. This is particularly true for meat intake.
This,…
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Friday, May 29, 2020 by Ms. Schmid|Comment closed
within category COVID19,V,MA,AMZN,GOOG,Cisco,MCD,STMN,MDT,CRM,Streaming,NET,LLNW,FSLY,ROKU,RUBI,TTD
As US and global economies begin to reopen, US equity markets will likely enter a new phase. Some companies that have been hit hard by social distancing could be poised to rebound. Other companies that have benefited from trends during the economic lock-down may now be in an even stronger position.…
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Saturday, May 23, 2020 by Ms. Schmid|Comment closed
within category HealthCare
The healthcare sector is on the front line when it comes to fighting the coronavirus.
General Background:

Over the next five years, healthcare spending is projected to increase at an annual rate of 5%.
Aging population: People over 65 represent the world’s fastest-growing age group, a…
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Tuesday, May 12, 2020 by Ms. Schmid|Comment closed
within category Secular Growth Trends,USA,Europe
COVID-19 outbreak came along with a number of changes for the society – some of these changes are economic (higher rate of unemployment, higher market volatility)  while others are social (social distancing, remote working). Yet, many of these changes are expected to be of short-term nature (6 to 2…
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Monday, April 27, 2020 by Ms. Schmid|Comment closed
within category China,Emerging Markets
The COVID-19 lockdown period has been an unprecedented trial for humanity. On one hand, many individuals were banned from leaving their own homes, while on the other hand superpowers like China and some others tried to increase their influence on the world. But this was not successful and as a whol…
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Tuesday, April 21, 2020 by Ms. Schmid|Comment closed
within category Top Down View
Digest
The longer and deeper the pandemic runs, the more profound the future changes in the day-to-day consumer behavior will be! The number of aid packages dispatched by the central banks will prove sufficient provided consumer conduct returns to normal.
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