INSIGHT

The Fragile And The Resilient

News

The Fragile And The Resilient

In his latest paper, Bruno Desgardins – VIA AM’s board member and Banque Eric Sturdza CIO – tempers the risk of an upcoming trade war and its consequences on a potential economic slowdown. Please find the note here: The Fragile And The Resilient – 2018 –...
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Protectionist threats and risks for the markets

Research

Protectionist threats and risks for the markets

In his latest paper, Bruno Desgardins – VIA AM’s board member and Banque Eric Sturdza CIO – analyses the short to medium term challenges a potential escalation in protectionism would induce. Please find the note here: Protectionist threats and risks for the markets...
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VIA AM in Option Finance

News

VIA AM in Option Finance

VIA AM participates in the debate factor investing organized by Option Finance magazine. Guillaume Dolisi, VIA AM’s President, comes back on the importance of accounting normalization of data used in factorial models. He also details the risk/reward alternative...
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Mauricio’s Monthly Letter – March 2018

Research

Mauricio’s Monthly Letter – March 2018

In these letters, Mauricio intends to raise awareness of problems, mistakes, and limitations in using accounting data. This month, he assesses DowDuPont and Tencent – two large caps from different countries, sectors and accounting norms. These two cases are meant to...
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Mauricio’s Monthly Letter – February 2018

Research

Mauricio’s Monthly Letter – February 2018

In these letters, Mauricio intends to raise awareness of problems, mistakes, and limitations in using accounting data. This month, he assesses Facebook and General Motors – two US new/old economy giants. These two cases are meant to illustrate the importance...
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Mauricio’s Monthly Letter – January 2018

Research

Mauricio’s Monthly Letter – January 2018

In these letters, Mauricio intends to raise awareness of problems, mistakes, and limitations in using accounting data. This month, he assesses Deere & Co. and AGCO Corp. – two US agricultural machinery companies. These two cases are meant to illustrate the...
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