ANALYSIS

Analysis features an integral part of the Exclusive Capital research team. In addition to the spontaneous fundamental insights our experts provide, in-depth analysis is one major element that our experts apply.

27 Jul 2020

ANALYSIS

Don’t count out US shale producers yet

OPEC expects demand for its crude oil to rebound in 2021, even surpassing pre-COVID-19 levels. This sharp increase in demand for OPEC oil, surprisingly, will not be...

minutes 5 minutes read Read more more

24 Jul 2020

ANALYSIS

Is Europe a buy?

A very interesting chart from Bloomberg shows that Facebook has a higher market cap than the entire Italian market. Is this realistic? The answer is yes. On the one...

minutes 4 minutes read Read more more

21 Jul 2020

ANALYSIS

Be careful what you pay for

There is a quite roll over happening over the past several weeks that we have not seen for a while. That is, money moving out of the technology sector and rolling over to the broader market. Granted...

minutes 5 minutes read Read more more

17 Jul 2020

ANALYSIS

Dollar on the retreat

The dollar has been going lower and the Euro has been grinding higher. This is good news for dollar funding, US corporate earnings, and for global equity markets.

minutes 5 minutes read Read more more

13 Jul 2020

ANALYSIS

Market prospects? Binary outcome

With COVID19 still in our lives, it’s hard to make any kind of prediction until the problem ends or becomes insignificant. But even if the problem ends, it might be a...

minutes 3 minutes read Read more more

10 Jul 2020

ANALYSIS

Markets do not represent the real economy anymore

One of the reasons why investors are puzzled and confused by the current rally, is because the real economy is mostly not represented in the main indices. The main indices are dominated by technology...

minutes 3minutes read Read more more

CONNECT WITH OUR TEAM

Explore the ways in which we can help you achieve your investment goals.

OUR PARTNERS
bdo

EXTERNAL AUDITOR

ey

LEGAL ADVISOR

lgt

CUSTODIAN BANK

efg

APPROVED PARTNER

Raiffeisen

DEPOSITORY BANK