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The equity market rally is broadening
Full Story | Kristian Camenzuli - Investment Manager | 15th June 2020We envisaged that after the recent market bounce in stock prices, the equity market rally would flatten out. Nevertheless, it seems that under-invested retail and institutional investors continue to be attracted to the stock market .
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My Blog Posts
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Over the past 10-years, the S&P500 is up 200% compared to the Euro Stoxx 50, which is up just 50%. Even in this difficult year, the S&P500 continues to beat the Euro Stoxx 50 by .
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Looking for opportunities in the local equity market
Full Story | Kristian Camenzuli - Investment Manager | 1st April 2020This article was issued by Andrew Fenech, Research Analyst at Calamatta Cuschieri.Looking for opportunities in the local equity market sell-offThe rapid spread of the coronavirus (COVID-19) has been a major shock globally, resulting in an .
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Whenever there is a pullback, investors watch the market closely in order to try and time their entry into stocks they are following hoping to pick them up at favourable prices. However, when they actually .
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What is the impact of tariff hikes?
Full Story | Kristian Camenzuli - Investment Manager | 20th May 2019Even though the latest tariff hike (from 10% to 25% on $200bn of Chinese imports) is likely to have a modest direct impact on Chinese and US GDP (-0.2%), neither side has any interest in .
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BMW Shares – Tough Times Ahead
Full Story | Kristian Camenzuli - Investment Manager | 25th March 2019We downgraded our stance on BMW from a Buy to a Hold and reduced our price target from €94 to €75.60. The 2018 results were disappointing but persistent headwinds in 2019 are making the valuation .
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China’s importance in global equity valuations
Full Story | Kristian Camenzuli - Investment Manager | 25th March 2019The developed world needs to come to terms with the fact that China is the world’s second largest economy and in some ways soon to become the leading economic force globally. Today China matters more .
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AXA – A new addition to our equity list
Full Story | Kristian Camenzuli - Investment Manager | 20th March 2019We commence coverage on AXA with a Buy rating and a 12-month price target of €27. 2018 was a turning point for the Group in which we saw a corporate restructuring which we believe will .
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An outlook for equity and bond markets in 2019
Full Story | Kristian Camenzuli - Investment Manager | 11th February 2019In 2018, investors experienced volatile markets. Nonetheless, markets started 2019 in rally mode within a macro-economic and political context of significant issues such as Brexit and the China-US trade war. Investors are now asking which .
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Sanofi – Investing in healthcare
Full Story | Kristian Camenzuli - Investment Manager | 11th February 2019Sanofi reported positive results for Q418 beating on revenue and earnings when compared to our estimates and consensus. Revenues last year were led higher by Sanofi’s Genzyme biotechnology unit, were growth was up 37.4 per .
