Bigger fund managers eventually suicidal?
The asset management (and asset gathering as a whole including the Life insurance business) has been reshuffling at an exponential speed over the last few months. This may yet just…
Lloyds : Digital investments and dividend distribution
We believe concerns about the potential impacts of accelerated digital investments on dividends are misplaced. In our view, they are based on a misconception of banking where finance concepts developed…
AXA is on the move and uniquely cheap
When AXA presented two years ago its “Ambition 2020” plan, it was considered as rather ambitious indeed, and, when a refreshed management team took the helm, reaching targets became even more…
Looking for new dividends ? Go for Banks
The taste for dividends is largely a reflection on the (shifting) taste for risk but their quality as a safety-net cannot be challenged. Consider the following chart that plots the…
Position closed on Swisscom
The primarily domestic Swiss telco has been a remarkable performer whatever investors sentiment about the CHF, about Swiss growth, about Telcos at large and about the hard to decipher situation…
Novartis : Strong results, Entresto & Lutathera
Novartis reported yet another strong quarter, reflecting strong performance by Cosentyx, Entresto and Alcon, although Sandoz remains a worry. The guidance reiterates the same mood – strong pharma and Alcon…
Utilities get more attractive, slowly
Utilities have lost their shine since October 2017. This can easily be associated with firmer rates and a dash for cyclical/value stocks now that Europe is looking like a better…
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