INSIGHTS AND NEWS

Latest News


Company News Weekly 05.08.2024
Company News - 5.08.2024
Embark on a weekly journey through company news, with a spotlight on semiconductors - ASML and Tokyo Electron, McDonald's and Alibaba.  Read More


Macro Highlights Weekly 05.08.2024
Macro Highlights - 5.08.2024
Embark on a weekly journey through macroeconomic highlights, with a spotlight on Japan, Bank of England and European Central Bank.  Read More


Bank of Japan & Yen
Clips - 6.08.2024
In a recent short video, Marc Ellazidi , Fund Manager of Merill Funds, delves into the Bank of Japan's decision to raise interest rates for the second time this year. Marc examines the significant sell-off that followed and explores the relationship between the recent U.S. tech stocks sell-off and the trajectory of the yen. Traditionally a... Read More


Macro Highlights Weekly 12.08.2024
Macro Highlights - 12.08.2024
Embark on a weekly journey through macroeconomic highlights, with a spotlight on Reserve Bank of Australia, Federal Reserve and People's Bank of China.  Read More


Company News Weekly 12.08.2024
Company News - 12.08.2024
Embark on a weekly journey through company news, with a spotlight on Mercado Libre, Walt Disney, Eli Lilly and Novo Nordisk.  Read More


Concept of a Black Swan Event
Clips - 13.08.2024
In a recent short video, Marc Ellazidi , Fund Manager at Merill Funds, dives into the significance of August as a historically volatile month for financial markets. Marc revisits the concept of a Black Swan event, highlighting how these rare and unpredictable occurrences can deeply affect market dynamics and often catch investors by surprise. The Black... Read More


Retail Investors and the Black Swan Events
Clips - 14.08.2024
In a recent short video, Marc Ellazidi , Fund Manager of Merill Funds, explores the implications of Black Swan events in today’s market environment. He discusses how the emotionally driven behavior of retail investors, compared to the more measured approach of institutional investors, could make these rare and unpredictable events increasingly... Read More


NVIDIA Generation
Clips - 15.08.2024
In a recent short video, Marc Ellazidi , Fund Manager of Merill Funds, examines the impact of Black Swan events on the so-called “Nvidia Generation.” This group, known for their high-risk investment strategies, contrasts sharply with the more conservative approaches of older generations. However, their appetite for risk makes them... Read More


Macro Highlights Weekly 19.08.2024
Macro Highlights - 19.08.2024
Embark on a weekly journey through macroeconomic highlights, with a spotlight on United States, Japan and United Kingdom.  Read More


Company News Weekly 19.08.2024
Company News - 19.08.2024
Embark on a weekly journey through company news, with a spotlight on UBS Group, Google and Starbucks.  Read More