Bloggers
Never having enough bonds
The European Central Bank might face new challenges with the exit of Britons. The fear of recession caused by the Brexit urged the markets to…
Happy Birthday, Mr. Warren Buffett
The apostle of value investing, Mr. Warren Buffett is 86 today. We wish him Happy Birthday with the following piece, spotted on Safal Niveshak’s page….
Hungary Seen Weighing Forint Cap by Investor Who Beat the Market
Concorde’s Citadella fund returned 11.8% annual in 3 years Bonds set to benefit as currency gains spur more rate cuts Hungary may be only months…
2016, year of the zombie banks
Zombie bank might be the expression of the New Year. This term covers a financial institution which previously had a “healthy” operation, but because of…
Foreshadowing the Decline of Traditional Banks
A new world may rise over traditional banks by fundamentally transforming credit in the next few years. This is not only a consequence of the…
Why We Don’t Like Giving Interviews
Have access to capital, and don’t lose what you’ve accessed opine the fund managers of the Concorde-VM Absolute Return Fund Ferenc Faragó and Tamás Makara,…
Warren Buffett’s funny story about investor behavior
A very successful oilman dies. He faces Saint Peter, who says, “You’ve been a good man, and normally I’d send you to heaven, but heaven…
On the long term valuation dominates
“Sometimes, you just have to let the performance speak for itself. And for that, I present Fortune: 10 Stocks To Last The Decade … (August…
A year of stagnation continued in 2013: Andy Xie
Both developed and emerging economies will see lower growth. BEIJING ( Caixin Online ) — Between 2009 and 2011, the emerging economies, especially the BRICs,…
Concorde Asset Management received two awards at the party of the 20th anniversary of mutual funds
We were on a roll yesterday. The Association of Hungarian Investment Fund and Asset Management Companies hosted a party for the 20th anniversary of mutual…
Once upon a time there was a country where investing into local equities seemed like a stupid idea
This is an extract edited by Gabor Balint, originally published in Hungarian on privatbanakar.hu. According to László Szabó there are good fundamental and technical analysts…
Sentiment is negative on Hungarian securities
Daniel Moricz and Tamas Cser, portfolio managers of the Concorde Columbus fund believe the Hungarian forint will weaken, OTP Bank will do well long term,…
The Hungarian forint has to weaken. There is just no other way to boost growth
There is a huge probability that Hungary will pursue a forint weakening policy – says Viktor Zsiday, a portfolio manager. He says there is just…
Dow will repeat 2007-2008 peak-crash cycle
We read this article on MarketWatch. SAN LUIS OBISPO, Calif. (MarketWatch) — Dow skyrockets near 20,000 by 2014? In two years? Then crashes near 10,000…
15 years of Concorde 2000 Fund
This week we have celebrated the 15th birthday of one of the oldest and most successful (maybe these two correlate with each other) open-ended investment…