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.
German SRI laggards play catch-up
German investors are laggards when it comes to sustainable investing compared to most of their peers in surrounding counties. They are catching up, but still have some work to do.
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.
ESG leaves Munich’s fund buyers cold
ESG funds are fast becoming a staple that caters for the appetite of Northern European investors. But in the centre of Europe’s automotive industry, Bavaria, investors are not quite as bothered with sustainability.
Photo Gallery – Expert Investor Deutschland 2016
Here you can see a selection of photos taken at Expert Investor Deutschland in Munich on 25th October 2016.
Institutional investors believe return targets are out of reach
Six in 10 institutional investors in the northern half of Europe believe they will fail to generate their target return over the next three years, according to a poll by Union Investment. Unlike their peers elsewhere, German investors put the blame squarely on the low-yield environment.
Bavarian fund buyers move back into absolute return
Even though they continue to have issues with absolute return funds, fund selectors in Munich feel forced to move back into the asset class.
The pride of Hanseatic investing
A tradition which has its origins in the time of the medieval Hanseatic League still forms the basis of the investment strategy of investors in the north German city of Hamburg, argues Johannes Sahmland-Bowling.
Fund manager warning – Don’t buy US equities
Nowhere in Europe are US equities as popular as in Germany. More than half of local fund buyers plan to increase their allocation in the next 12 months. But it would be a terrible idea to do so, fund managers speaking at Expert Investor Deutschland warned.