Category

SEILERN INVEST
05
Feb

SEILERN INVEST NEWSLETTER: The most important year

In this month's newsletter, Peter Seilern and Raphael Pitoun argue that 2018 is a critical year when market participants will be able to assess the future of the bull run in the fixed income market.
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03
Jan

SEILERN INVEST – NEWSLETTER Raphael Pitoun: A Christmas Tree on Wall Street

In his monthly newsletter, Raphael Pitoun breaks down the recent US tax plan.
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03
Jan

SEILERN INVEST – NEWSLETTER Peter Seilern: The haves and the have nots

In his monthly newsletter, Peter Seilern reflects on the market in 2017.
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04
Dez

SEILERN INVEST – NEWSLETTER Investment Team: „In the long run, we are all growing“

The investment team has identified companies in the Seilern Universe that are investing in order to fuel their long-term growth.
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04
Dez

SEILERN INVEST – NEWSLETTER Peter Seilern: The Yield Curve

In his monthly newsletter, Peter Seilern addresses bond yields versus the equity market.
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04
Nov

SEILERN INVEST – NEWSLETTER Raphael Pitoun: The Elephant´s Graveyard

In his monthly newsletter, Raphael Pitoun looks at the unique characteristics of the companies in the Seilern Universe.
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04
Nov

SEILERN INVEST – NEWSLETTER Peter Seilern: The Unloved Bull Market

In his monthly newsletter, Peter Seilern addresses how to stay ahead in the bull market.
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06
Okt

SEILERN INVEST – NEWSLETTER Raphael Pitoun: THE DIRIGIBLE STRATEGY

In his monthly newsletter, Raphael Pitoun explores the strategic shortcomings of the recent acquisition of Rockwell Collins by United Technologies. 
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06
Okt

SEILERN INVEST – NEWSLETTER Peter Seilern: BREXIT AND EUROPE

In his monthly newsletter, Peter Seilern looks at the implication of Brexit on the financial markets.
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04
Sep

SEILERN INVEST – NEWSLETTER Corentin Massi: Internal Activism

In his newsletter, Corentin Massin explores the current situation with ADP and Pershing Square. 
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