Germans are known for their rather conservative attitude to investing. In defiance of this stereotype, the country’s fund buyers are now more bullish than the average European investor on all equity asset classes. At the same time, they are unwinding their fixed income positions.
Category: DACH
Fund Favourites – Thomas Romig
Thomas Romig, formerly head of one of the largest multi-asset businesses in Germany at Union Investment, recently launched a multi-asset fund at his new employer Assenagon AM. Even though his new fund is focused on capital preservation, he included the Legg Mason Clearbridge US Aggressive Growth Fund in his portfolio.
Video interview – Moving up the risk ladder with Walid Moukarzel
In this video interview, Walid Moukarzel, head of investment advisory at Banque Audi Suisse in Geneva, tells how he has been moving his conservative clients along the risk curve.
German institutional investors should take longer-term view, says Union Investment
Institutional investors in Germany forego return opportunities because of their short-termist attitudes to investing. That’s the conclusion of an analysis by Union Investment of €22bn worth of investment mandates. The analysis also found that the risk appetite of these (mainly German) investors has grown considerably since 2002.
SEC to accuse Credit Suisse of inflating private bank assets
The US Securities and Exchange Commission (SEC) is reportedly set to accuse Credit Suisse of misleading investors by improperly inflating reports of the assets under management in its private bank.
Subordinated bank debt receives warm reception from Swiss investors
Close to half of Switzerland’s investors will buy the subordinated debt that European banks are expected to issue in the coming years, according to a poll held at Expert Investor Switzerland.
Expert Investor Switzerland photo gallery
Here you can find a selection of photos taken at Expert Investor Switzerland, held on 12 November 2015 in Zurich.
German gatekeepers focus on fund performance
German gatekeepers concentrate on performance rather than the investment philosophy of a fund to determine whether it is eligible for their white list, according to research by investment consultancy NMG.
Part 2 of 2 – Michael Ausfelder on unconstrained bond funds
Unconstrained bond funds are another way to navigate stressed bond markets. In part two of a video interview, he explains why he is investing in this sort of funds, at least for now…
Part 1 of 2 – Only long/short funds can provide protection, says Michael Ausfelder
In a video interview with EIE’s Tjibbe Hoekstra, Michael Ausfelder of wealth and asset manager Vermögenszentrum explains why he believes alternative Ucits funds are indispensable for modern-day portfolios.
