Opportunities in the crisis: Should one invest in the COVID-19 losers?

With the development of several vaccines, light is visible at the end of the pandemic tunnel. Should investors now invest in COVID-19 losers? And if so, what should be considered? We present thoughts on gastronomy, vaccines and the length of time until normal operation can start. Finally, we deal with the characterisation of promising investments.   Particularly negatively affected sectors…


Algorithms in the financial world

Modern societies are characterized by digitalization, through which a vast amount of data can be obtained and processed. The Latin word digital (digitus = finger) is still used in medicine as well as in colloquial language to refer to the finger. In EDP, however, it means gradually, broken down into individual steps. This is in contrast to analog (smooth, continuous). In a digital clock, the…


World with COVID-19

The long-term impact of the pandemic on the economy, financial markets and society is difficult to assess. We ask some questions and try to answer them to the best of our knowledge. Along the way, you will learn what the abbreviations SRSSI mean.   Question 1: Will the virus remain a constant companion of mankind? The more decentralized, the more heterogeneous and the more often information…


The dilemma of health versus economy

The emergency phase of the COVID 19 pandemic is slowly coming to an end. No government was prepared for it, and too many failed in the initial assessment but did what they could afterwards. In the current second phase, however, any mistakes will not be easy to excuse. The authorities must better identify the risk factors and take specific countermeasures. These must be explained to the people at…


COVID 19 pandemic - a challenge at all levels of the company and an opportunity for new ideas

On Wikipedia the coronavirus pandemic is described as an outbreak of the newly emerged respiratory disease COVID-19. This disease first became apparent in December 2019 in the megacity of Wuhan in the Chinese province of Hubei, developed into an epidemic in China in January 2020, and finally spread rapidly to a pandemic worldwide. Due to this novel and very aggressive disease, all people…


Managed Markets

Managed financial markets? The upside-down world in art and financial markets We try to analyse the financial markets against the background of the massive stimuli provided by central banks and the huge government rescue packages. You will also learn what central bank policy might have to do with Pieter Bruegel and Hieronymus Bosch.   Sharp recession is being fought with the most…


Investment parameters in the 2nd quarter 2020

Politics and economy Strict regulations in private and professional life are intended to contain or control the spread of the coronavirus. Aid packages of USD 2 trillion in the USA and EUR 540 billion in Europe are available to minimize the impact on the respective economies. Both are remarkable considering that the US is spending around 10% of GDP and that Europe was previously unable to agree…


Facilitation of customer identification due to Covid-19

The coronavirus still has a firm grip on the world and makes our everyday life considerably more difficult. FINMA takes this situation into account on an ongoing basis and has already issued three supervisory notices in connection with COVID-19, in which it provides for relief for supervised financial institutions. Such facilitation concerns, among other things, the provisions on combating money…


Corona - do what?

This blog post raises questions about what could be done to minimize the health, economic and emotional damage caused by the COVID-19 virus. You will also learn what pandemics could have to do with space travel and why exploring foreign planets and tracking down “extraterrestrial life” could be so difficult. The analysis should be a controversial basis for discussion.   1. Should…


Coronavirus as a catalyst for change

The event described by Nassim Taleb as the “Black Swan” has occurred. Since February 24, 2020, the main stock markets have almost lost last year’s profits. The reason for this was and still is the outbreak of the coronavirus (Sars-CoV-2, COVID-19). Although the coronavirus is a low blow, it also provides an opportunity to rethink previous strategies and processes and to act as a…