Amadeus News

Amadeus News

Dear Reader,

welcome to the latest edition of our newsletter. Please find a brief overview of our recently published articles, papers and opinion pieces below.

Our Latest Publications

Why gold is shining again

The world's oldest store of wealth has regained its sparkle over the past years in an environment characterized by high inflation and geopolitical polarization. Our article explores long-term cross-correlations and new demand drivers.

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A '70s-like second inflation wave is still unlikely

A repeat of the double wave of inflation in the '70s is a spooky scenario. We have therefore analyzed last century's high inflation period to detect similarities and differences.

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Coollaborative Publications

If you want to go fast, go alone; if you want to go far, go together.

As part of our collaborative publications, we are pleased to share with you an article on “Foundation and family governance: How can values be passed down through the generations?” This article was written by Delphine Bottge, founder of PURPOSE LAWYERS, and is complemented by a reflection based on our experience at Amadeus Capital SA.

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All Publications

Recent Posts on?the quantamental platform

Our proprietary data science platform continues to evolve, assisting our portfolio managers and relationship managers in research, risk management and communication with clients. Apart from hosting a growing range of sophisticated applications systematising our investment process, the platform offers our partners the option to deploy their projects. In addition, we regularly publish blog posts about data and programming-related topics.

Implementing shaded areas in plotly for recession and bear-market analysis

There are many ways to study events, but the typical line chart tends to be among the most intuitive. In an earlier post, we, therefore, introduced a handy function that automatically adds recession shading based on the NBER recession indicator to ggplot2 graphics. Now, we added a similar function supporting the popular plotly package.

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A fast R function for calculating rolling downside deviation

Risk is traditionally defined as a deviation from the expected value. However, in time series analysis, the latter is commonly equated with the mean, which yields the widely used standard deviation formula.

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Get to know Emma and learn more about the market

The investing world doesn't need to be dull, confusing, or overly complicated.?To make the capital market a bit more approachable and tangible we have created Emma, a fictional entrepreneur, financier, and private investor, providing orientation in the financial world.

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For more information, please visit us online.

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