Fund Selector Videos
US equity CAPE at a 13-year high – time to sell?
The cyclically adjusted P/E ratio of the S&P 500 is at its highest level since 2004. What does that say about return prospects for US equities going forward? Gabriel Bartholdi, head of asset allocation at Swiss consultancy firm Wellershoff & Partners, gives his view.
Equities are still the place to be right now, says Leif Hasager – Part 1 of 2
The MSCI World has recently hit a record high. For Leif Hasager, CIO of the Danish wealth manager Formuepleje, this hasn’t been a sign to take profits. In this video interview, he explains why.
When will we see the next market correction? – Part 2 of 2
Leif Hasager is an outright equity bull. But does that mean he believes a market correction is not on the cards this year?
Future-proofing a multi-asset portfolio: Thomas Romig – part 1 of 2
In this video interview, Assenagon’s Thomas Romig explains how he has been adding many different flavours to his multi-asset funds over the years.
European equities: Romig’s ‘contrarian’ bet – part 2 of 2
In part two of this video interview, Thomas Romig explains why he is so bullish on European equities, despite the political risks on the continent.
Expensive US or cheap European stocks? Not an easy choice
European equities are hugely undervalued, says Jan Vergote, head of investment strategy at Belfius Bank. But he still finds ‘expensive’ US equities more attractive on the short term. In this video interview, he reveals why.
Hunting for yield in the direct loan space – part 2 of 2
In part two of a video interview, Morten Christensen, investment management director at Aars family office in Oslo, explains why he has a preference to invest in loans issued by large companies.
Hunting for yield in the direct loan space – part 1 of 2
Morten Christensen, investment management director at the Norwegian family office Aars, tells Expert Investor’s Tjibbe Hoekstra how he is navigating the pitfalls of the direct loan space.
Wilhelm Zehender on the trade-offs between liq alts and hedge funds – Part 1 of 2
In this video interview, Wilhelm Zehender, a fund analyst at VP Fund solutions in Liechtenstein, explains why he has started investing in alternative Ucits funds alongside his traditional hedge fund portfolio. He also reflects on the returns he has made on his investments…
Wilhem Zehender on the trade-offs between liq alts and hedge funds – Part 2 of 2
In part two of this interview, Wilhelm Zehender lines out how much of his client’s portfolios are invested in absolute return funds, and how he keeps hunting for new strategies as more and more hedge fund managers set up funds in Ucits format.