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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
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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Sunday, March 29, 2020 by Ms. Schmid|Comment closed
within category Top Down View
The backbone of any successful society is mutual trust – the government in its population and vis-versa. Switzerland’s society is a prime example of this shared trust. Another key example is Singapore, where leaders enjoy a very high level of trust by the public. The Singaporean government has the …
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Sunday, January 12, 2020 by Ms. Schmid|Comment closed
within category FinTech,IOT
Digest:


 Disruptive technology is everywhere. The question is not whether or not it will happen, but rather when and how. Learn about possible impacts to the asset management industry.



 
 
Across most industries, d…
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Monday, August 5, 2019 by Ms. Schmid|Comment closed
within category Interest rates,FED,Capex
On Wednesday, July 31, 2019, the FED decided to cut the federal fund rate by 25 basis points (bp).


According to Goldman Sachs, stocks are rated “near fair value”; this view is based on the present interest rate conditions and they see 5 positive means (as a result of the rate reduction) for th…
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Monday, August 5, 2019 by Ms. Schmid|Comment closed
within category XOM. CVX,CXO
Exxon Mobil Corp. and Chevron Corp. aren’t fazed by the drilling mistakes and funding hurdles smaller shale producers are running into in the Permian Basin.



The North American supermajors said Friday their strategy for the prolific oil field spares them from the slip-ups that sent shares of …
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Monday, August 5, 2019 by Ms. Schmid|Comment closed
within category US Defense
The bipartisan deal reached early last week has, among others, increased public spending by 3.7% for FY20. Defense spending increased 3.1% to 738bn. 
Based on broad market uncertainties (trade war), once can expect that the increased nationalism is positive of the US Defense sector (not exclusivel…
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Friday, August 2, 2019 by Ms. Schmid|Comment closed
within category Trade war,Economic outlook
US President Donald Trump announced his intention to impose another round of tariffs on Chinese goods, escalating trade tensions between the two countries and causing a sharp reaction across financial markets.
 
What happened?
In a series of tweets on 1 August, President Trump announced his inte…
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Tuesday, July 30, 2019 by Ms. Schmid|Comment closed
within category S&P 500,US market,Interest rates
On the back of a potential quarter percent rate cut, the S&P 500 closed at another record high on 26.07.2019.
 
Market sentiment isn’t just driven by the interest rate direction, but corporate fundamentals do guide to market too. In fact, company earnings outlook is clearly bottom up, while the i…
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Tuesday, July 30, 2019 by Ms. Schmid|Comment closed
within category US market,CAT,MMM,GE,Amgen
Is the US economy slowing? A strong US Dollar is a headwind for US industrial groups such as CAT, MMM, and GE. These 3 companies are regarded as gauge for the remaining market.

Caterpillar is regarded as an economic indicator for the construction industry, mining, the energy sector and majo…
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Tuesday, July 16, 2019 by Ms. Schmid|Comment closed
within category Digitization of the financial industry,Fintech
Increasing digitization, increasing online consumer behavior and the still untapped potential of electronic payments are creating room for growth. But this playing field is not dominated primarily by established banks, but by a handful of Fintechs. Upcoming companies were able to prove this not onl…
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