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.

11 May 2022

ANALYSIS

Nowhere to hide (continued)

As expected, and as economists expected, the Fed raised rates by 50 basis points and announced policy pertaining to QT (quantitative tightening).

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12 Jan 2022

ANALYSIS

Surging bond yields deflate technology valuations

The tech-heavy Nasdaq Composite lost as much as 10% during the first trading days of 2022 as the tightening of financial conditions and the rising bond yields deflated...

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12 Jan 2022

ANALYSIS

2022 starting off to the downside

Just 1 week into 2022 and something interesting is happening. The rotation we have been witnessing for some time now has accelerated. While financial sites report a rotation from growth to value, I...

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05 Jan 2022

ANALYSIS

What may be the key drivers of market performance in 2022?

Investors are sharing their concerns wether the financial markets will continue to rise in the new year and to what degree. Following a significant run-up in 2021, with...

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03 Jan 2022

ANALYSIS

2022 forecast

As we ended 2021, the talk of the town was inflation. While Central Banks, especially in the US, think inflation will eventually come down, the new language in...

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08 Dec 2021

RESEARCH

Will stock picking ever come back into play?

One of the main characteristics of the current investment environment is the extreme concentration of a meg-cap stocks in ETFs and funds as a result of ETF investing.

minutes 3minutes read Read more more

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