ANALYSIS: Has German election killed the European spring?
Many fund managers dismissed the historical German election results as “insignificant for markets”. But they fail to take into account the fact that these elections have upended the status quo, possibly triggering a reversal of recent political trends.
Why you should care about the German elections
You may be forgiven for not staying up late this Sunday to watch the final results of Germany’s parliamentary elections come in. While Chancellor Merkel is sure to win, the scale of her victory is likely to impact the future direction of bond spreads.
DZ PRIVATBANK’s Willi Oberbeck on the merits of absolute return funds
Willi Oberbeck, a fund selector at DZ PRIVATBANK, tells why he already started using alternative Ucits funds more than six years ago, long before demand for absolute returns started to really heat up.
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.