Last week, our Chief Investment Officer, Kirill Pyshkin, led a class of University of Cambridge Master of Finance students at Judge Business School, where he shared his extensive experience in developing and managing thematic investment strategies.
Thematic investing, as Kirill explained, is all about identifying the powerful, long-term trends shaping our future and translating them into tangible investment strategies. However, thematic equity funds can be volatile. This is why WELREX uses multi-asset thematics, which allow clients to invest in our geopolitical and macro views while reducing the volatility associated with pure equity.
Sharing these insights with the bright minds at Cambridge was a tremendous opportunity to foster a deeper understanding of this forward-looking approach. It was an honour for Kirill, an alumnus himself, to engage with the next generation of finance leaders at such a prestigious institution.
WELREX Chief Investment Officer Kirill Pyshkin shares his latest thoughts
WELREX CIO Kirill Pyshkin updates on our 2025 Investment Outlook 3 months on
WELREX CEO Yevgeni Agerd is interviewed by Yuri Bender and Ali Al Enazi as part of the FT/PWM “Tea Break” series. They discuss the future of wealth management and whether peace talks in Ukraine can spur a much-needed recovery for troubled European economies.
In this article, Kirill Pyshkin, Chief Investment Officer at WELREX, examines whether 2025 could be a better year for thematic funds.
WELREX Chief Investment Officer, Kirill Pyshkin, offers our investment outlook for 2025 with a non-consensus preference for European vs US assets, including equities, fixed income, and EUR/USD. We like Gold and CHF as a USD inflation hedge but are cautious about commodities.
Updated WELREX profile published by WealthBriefing following WELREX® Founder and CEO Yevgeni Agerd and Chief Marketing Officer Joe Clift interview with Tom Burroughes, Group Editor.
Sixth annual WealthTech100 list names WELREX in their list of companies transforming the world of wealth and asset management.
At the WealthBriefing European Awards on March 21st, leading wealth management industry participant, WELREX, was selected as a winner in the ‘Innovative Use of Artificial Intelligence’ and ‘Most Promising New Entrant’ categories.
WELREX founder and CEO Yevgeni Agerd speaks to PWM’s editor-in-chief Yuri Bender about the increasing appetite of private investors in developing countries for a hybrid digital and human advice model
In a financial landscape constantly reshaped by powerful global forces, understanding and responding to long-term trends is paramount. At WELREX, we believe in a proactive approach to investment, rooted in deep thematic analysis and a multi-asset strategy designed to navigate complex markets. As we reflect on the first half of 2025, our Chief Investment Officer, […]
The recent escalation in the Israel-Iran conflict has sharpened investor focus on the relationship between oil prices and financial markets. While the typical ‘risk-off’ response—favouring bonds and pressuring equities—is well understood during periods of geopolitical tension, the implications of rising oil prices are more nuanced. Moreover, most economists speak in unison about their overwhelming belief that Trump’s […]
When we published our 2025 investment outlook exactly 6 months ago, it looked highly contrarian. It was the market honeymoon after the US elections, the “Trump trade” was in full swing and there seem to have been no alternative to US equities and in particular, their “Magnificent 7” technology behemoths. Instead, we argued that the […]
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