Market Insights

Market Insights

By InsigneoBusinessInvesting
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Market Insights episodes

  • Speaker Series - Patrik Kauffmann

    Patrik Kauffmann is the CIO and Portfolio Manager for Aquila Asset Management based in Switzerland. He has built an impressive track-record by winning 3 times the Lipper Fund Awards in 2018, 2019 and 2020 with the Solitaire Global Bond Fund which currently holds a 5 Morningstar-Rating. He has 19 years of investment experience. Prior to co-founding Aquila Asset Management, he carried out several functions, such as Portfolio Manager at Solitaire Aquila AG, Reyl Cie, AIG Private Bank and was responsible for the investment strategy of bank zweiplus AG. He holds a Bachelor of Science in International Management from the European School of Business and Reims Management School. Patrik speaks several languages.

    30 min
  • Speaker Series - Ben Hayward

    Ben is one of the founding partners of TwentyFour Asset Management (TwentyFour) and currently serves as its CEO.

    Since 2015, he has been a member of TwentyFour’s Executive Committee, which has the overall responsibility for the day-to-day running of the firm, and also sits on the Board of Directors which sets the overall direction, strategy and management of TwentyFour. He is also a member of the Asset Allocation & ESG Committees.
    Prior to becoming CEO, Ben’s main responsibility was managing TwentyFour’s Asset-Backed Securities (ABS) business, having launched various funds and managed several institutional mandates.
    Ben has over 25 years of fixed income portfolio management experience, including 9 years at Citigroup Alternative Investments, where he was responsible for managing four vehicles that invested $100bn across ABS and credit.

    33 min
  • Llamada Trimestral de Insigneo - T1 2024

    El almanaque del inversionista de Insigneo para 2024: navegando un mar de cambio

    - Definiendo el Rumbo a través de Cambios Políticos y Corrientes Geopolíticas
    - ¿Se Equivoca el Consenso Otra Vez?
    - Contexto Macroeconómico
    - Implicaciones de Mercado y Asignación de Activos
    - Excepcionalismo en Estados Unidos: ¿Durará?
    - El rendimiento pasado no es garantía de resultados futuros... ¿O sí?

    42 min
  • Insigneo Quarterly Call - Q1 2024

    Insigneo’s Investor’s Almanac for 2024: Navigating a Sea of Change

    - Charting the Course Through Policy Shifts and Geopolitical Currents
    - Is the Consensus Wrong Again?
    - Market Implications & Guidance
    - U.S. Exceptionalism: Will it Last?
    - Past Performance is Not a Guarantee of Future Results...or is it?

    30 min

About Market Insights

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Explore our perspectives on global markets. Dive into market commentaries, CIO notes, and reports designed to help you understand the economic environment and what headlines are moving markets today.…