Erlen Capital Management AG

Bruno Schneller, CAIA, Managing Partner at Erlen Capital Management AG, has been featured in an article by Ronan Smyth in the Irish Examiner. The article highlights our organization's insights in the following paragraphs: The managing partner at Erlen Capital Management, Bruno Schneller, said: “Signs of emerging weakness in the US economy are evident, with negative indicators from hiring, retail sales, and purchasing managers index reports." Mr Schneller noted, however, that economic data like GDP and trade remained stable while the prospect of autumn US rate cuts approached. We extend our sincere gratitude to Ronan Smyth for featuring our perspectives in this insightful article. For a comprehensive understanding, we invite you to access the complete piece through the link provided below.

Bruno Schneller, CAIA, Managing Partner at Erlen Capital Management AG, has been featured in an article by David Gardner on The Daily Beast. The article highlights our organization's insights in the following paragraph: "Signs of emerging weakness in the U.S. economy are evident, with negative indicators from hiring, retail sales, and PMI reports," Bruno Schneller, managing partner at Erlen Capital Management, told the agency. We extend our sincere gratitude to David Gardner for featuring our perspectives in this insightful article. For a comprehensive understanding, we invite you to access the complete piece through the link provided below.

Bruno Schneller, CAIA, Managing Partner at Erlen Capital Management AG, has been featured in a "global markets" article by Nell Mooney Mackenzie on Reuters. The article highlights our organization's insights in the following paragraphs: "Signs of emerging weakness in the U.S. economy are evident, with negative indicators from hiring, retail sales, and PMI reports," said Bruno Schneller, managing partner at Erlen Capital Management. Schneller noted, however, that economic data like GDP and trade remained stable while the prospect of autumn U.S. rate cuts approached. We extend our sincere gratitude to Nell Mooney Mackenzie for featuring our perspectives in this insightful article. For a comprehensive understanding, we invite you to access the complete piece through the link provided below.

Bruno Schneller, CAIA, Managing Partner at Erlen Capital Management AG, has been featured in a article by Louis Goss on MarketWatch. The article highlights our organization's insights in the following paragraphs: Bruno Schneller, managing partner at Erlen Capital Management, noted that Man Group's results "exceeded analyst expectations" as he suggested its strong gains showcase "the firm's adept handling of a complex market environment." "Despite reduced net inflows, which reflect a challenging industry-wide context, Man Group's ability to secure positive inflows highlights their operational resilience and strategic foresight," Schneller added. We extend our sincere gratitude to Louis Goss for featuring our perspectives in this insightful article. For a comprehensive understanding, we invite you to access the complete piece through the link provided below.

Bruno Schneller, CAIA, Managing Partner at Erlen Capital Management AG, has been featured in a article by Louis Goss on MarketWatch. The article highlights our organization's insights in the following paragraphs: Bruno Schneller, managing partner at Erlen Capital Management, said that while the Third Plenum has drawn “relatively little excitement,” policies arising from the Third Plenum could drive a “bullish shift in market sentiment” in the long term, if they successfully work to stabilize China’s property market and reduce local government debt. “A successful set of policies could not only mitigate the immediate economic challenges but also strengthen China’s economic resilience against potential external shocks, including those from geopolitical tensions,” Schneller said. We extend our sincere gratitude to Louis Goss for featuring our perspectives in this insightful article. For a comprehensive understanding, we invite you to access the complete piece through the link provided below.

Bruno Schneller, CAIA, Managing Partner at Erlen Capital Management AG, has been featured in a article by Louis Goss in The Wall Street Journal. The article highlights our organization's insights in the following paragraphs: Bruno Schneller, managing partner at Erlen Capital Management, explained to MarketWatch that energy stocks are “particularly appealing at the moment, with projections showing double-digit cash returns for 2024… supported by robust buyback yields.” “In addition, the period of negative earnings revisions for energy stocks has concluded, indicating a more optimistic future outlook,” Schneller said. We extend our sincere gratitude to Louis Goss for featuring our perspectives in this insightful article. For a comprehensive understanding, we invite you to access the complete piece through the link provided below.

Bruno Schneller, CAIA, Managing Partner at Erlen Capital Management AG, has been featured in a "global markets" article by Nell Mooney Mackenzie on Reuters. The article highlights our organization's insights in the following paragraphs: "Market uncertainty has somewhat decreased following the election, as the prospects for significant increases in public spending are low, given that neither left-wing nor far-right parties secured an absolute majority," said Bruno Schneller, managing director at Erlen Capital Management. "Nevertheless, a political risk premium is likely to persist, and any rebound in the market is expected to be short-lived," said Schneller. […] "French government bonds are currently not attractive," said Schneller. France's sovereign credit outlook is worsening amid a high and increasing debt ratio, substantial fiscal deficits, and rising funding costs, he added. We extend our sincere gratitude to Nell Mooney Mackenzie for featuring our perspectives in this insightful article. For a comprehensive understanding, we invite you to access the complete piece through the link provided below.

Bruno Schneller, CAIA, Managing Partner at Erlen Capital Management AG, has been featured in a article by Louis Goss on MarketWatch. The article highlights our organization's insights in the following paragraphs: Bruno Schneller, managing partner at Erlen Capital Management, explained to MarketWatch that energy stocks are “particularly appealing at the moment, with projections showing double-digit cash returns for 2024… supported by robust buyback yields.” “In addition, the period of negative earnings revisions for energy stocks has concluded, indicating a more optimistic future outlook,” Schneller said. We extend our sincere gratitude to Louis Goss for featuring our perspectives in this insightful article. For a comprehensive understanding, we invite you to access the complete piece through the link provided below.

Bruno Schneller, CAIA, Managing Partner at Erlen Capital Management AG, has been featured in a article by Louis Goss on MarketWatch. The article highlights our organization's insights in the following paragraphs: Bruno Schneller, managing partner at Erlen Capital Management, said Pershing Square USA’s decision not to charge performance fees sits in line with “broader trends where funds aim to align more closely with investor interests, especially in a competitive landscape.” “It’s a bold move that signals confidence in their long-term strategy and performance capabilities,” Schneller said. “It might indeed set a precedent as funds continue to innovate in how they structure fees to attract and retain savvy investors.” We extend our sincere gratitude to Louis Goss for featuring our perspectives in this insightful article. For a comprehensive understanding, we invite you to access the complete piece through the link provided below.

We are thrilled to share that our insights were featured in Bora Investir! Bruno Schneller, CAIA, Managing Partner at Erlen Capital Management AG, has been quoted in this insightful article on the biotech sector. We extend our sincere gratitude to Daniela Frabasile from Bora Investir for including our perspectives. For a comprehensive understanding, we invite you to access the complete piece through the link provided below: