V3 Capital Partners LLC

15/06/2020

Are traditionally diversified portfolios capable of doing their job and protecting assets? Click the link below to find out if they can in these unusual times as equity rally aggressively from the March lows and fixed income markets are heavily supported by central banks.

http://www.v3cap.com/en/insights/are-the-old-models-still-working

08/05/2020

are dancing to a different rhythm from a mere two months ago, let alone from last year. Times certainly are changing and at an accelerated rate, with whole sectors exploding, whilst others implode. Click the link below to find out what beat we think we’ll be hearing by the end of the year.

http://www.v3cap.com/en/insights/life-will-never-be-the-same

14/04/2020

Now that volatility is reducing, what does the future hold for the global ? Click below to see if it will be more a case of ‘bon appétit’ or ‘zut alors!’ when governments’ and central banks’ dishes have been digested.

http://www.v3cap.com/en/insights/will-it-be-market-feast-or-famine

10/03/2020

The coronavirus has swung into full swing, with Switzerland joining the unenviable list of the ten most affected countries in Europe. Whilst governments and health organisations battle the very real implications to human health, markets have tanked. Click below to hear a breakdown of the major moves and to see how we are facing this crisis.



http://www.v3cap.com/en/insights/weve-all-got-market-v

17/02/2020

2019 was certainly a year of high returns – something that will be hard to replicate this year, especially as 2020 has started with a health scare and growth concerns. Read below to find out what our views are for the year ahead and where we expect the to find support and security.

17 February 2020, By Tom Milner, V3 Market InsightsWhen hiking in the Swiss Alps last year from Chamonix to Zermatt, I found myself faced with difficult sections of the mountain to cross. Fortunately, security was provided by chains, ropes and ladders for these more challenging areas. Whilst I can p...

16/01/2020

Last year saw perform better than they have done in the previous decade. Strong were on the back of artificially low interest rates, which must come to an end… Read below to see which events are likely to spur that into happening, potentially causing a major correction.

16 January 2020, BY CÁSSIO VALDUJO, V3 Market insights As we teeter on the edge of irreversible climate damage, with fires ravaging Australia, volcanos exploding and passenger airplanes being shot out of the sky, it might feel like we are entering an age of darkness. As Charles Dickens so aptly put...

12/12/2019

We have been riding on the wave of a record-breaking bull market, with investors smiling as they project their year-end results. Last year we smiled too…only to be left reeling right before the holiday period. Click below to read where we think The Grinch’s allies might raise their ugly heads in a bid to steal Christmas!

11 December 2019, By Cássio Valdujo, V3 Market insights Back in the 1800s, Charles Dickens gave us Ebenezer Scrooge, the cold-hearted protagonist of his novella, ‘A Christmas Carol’, who despised Christmas. The idea of something, or someone destroying Christmas is so captivating and horrifying ...

15/11/2019

, self-driving cars, 5G…the future is now, or is it? Click below to find out how we think all these developments will affect the and the world we live in.

15 November 2019, By Cássio Valdujo, V3 Market insights Welcome to a new era! How many times have we heard this phrase, with much fanfare, only to realize that nothing really changes after all? Whether it is the 5G revolution coming to a telephone or smart-car near you, or the incredible ‘quantum...

14/10/2019

Buy. Sell. Hold. Taking the leap, or staying put, requires a judgment call. Click the link below to find out how we have positioned our portfolios to take advantage of any future positive market conditions and make the jump….

http://www.v3cap.com/en/insights/are-you-ready-to-jump

14 October 2019, By Cássio Valdujo, V3 Market insights Picture this: you are flying on a small airplane 13’000 feet (4’000 meters) above the ground when you feel a tap on your shoulder and hear someone scream: “It’s time… let’s go!” The door opens and you see the world below, your bod...

12/09/2019

We have watched as global events build and threaten to blow markets apart. Even in this context, August was the first month to deliver edge-of-the-seat, blockbuster trailer type thrills to all who witnessed it. Click below to read below to see why we think that events last month could indicate a sell-out…

11 September 2019, BY CÁSSIO VALDUJO, V3 Market insights Who does not remember getting excited to see a blockbuster after watching its trailer? Those carefully chosen scenes and dialogs give spectators just enough clues to spark their curiosity, without giving away too much so as to cannibalise int...

15/08/2019

Ambition, drive and wanting more are all qualities linked to success, but when markets consider momentous US Fed cuts in interest rates as unsatisfactory, perhaps it is time to look at what is really going on. Read below to see what lies behind the demands for ‘more please’ and why we think the central banks are walking a thin line.



http://www.v3cap.com/en/insights/too-much-is-never-enough

16/07/2019

Markets this year have had our stomachs in our mouths and then drop down to our feet, only to bring us back to where we started some months earlier. Click below to find out about the twisting journey which brought us full circle and why the next few months might have us all screaming.

15 July 2019,By Cássio Valdujo, V3 Market insights I still remember the first time I rode a roller coaster as a young boy in a Brazilian theme park back in the late 1980’s. Returning where I started after that one minute ride (which seemed to last forever and at the same time, to pass really fast...