One Second West (0°0'1" W) 001west.com
Kirill PyshkinHopefully, thought-provoking and often contrarian views on investments. My personal opinions only - NOT INVESTMENT ADVICE.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 45 | Subscribers | Read | kirillpyshkin.substack.com |
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+25% 2025 YTD
Just over a year ago we made certain predictions for 2025 and arranged our strategy portfolio accordingly.
Quantum technologies: the next digital revolution
This article was published in PWM - Professional Wealth Management (a Financial Times affiliate publication) on November 14, 2025. The day after the Harwell Quantum Cluster (the home of UK NQCC - National Quantum Computing Centre) was laun...
AI, Data and Quantum now the best performing theme in 2025
* Commodities +3.8% were once again the standout performer in our multi-asset strategy portfolio, which was up +0.5% in October .
HealthTech leading thematic performance
Our multi-asset investment portfolio was up 5.6% over Q3’25 that brings total for 2025YTD to 23.2% YTD. YTD we were still ahead of even the most aggressive multi-asset portfolios with 80% equity allocation.
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Authors
The writers behind this newsletter.
Portfolio manager and investment analyst with over 20 years of experience across all regions and sectors.
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