Relatively high valuations in a particular stock market are followed by a steady appreciation of the home market’s base currency in the next five years. Therefore it’s very likely that the dollar will resume its upward trajectory versus the euro.
Tag: Joachim Klement
Investor risk profiling – going beyond the questionnaires
Investor risk profiling is at the heart of private wealth management. In theory, without proper knowledge of the investor’s goals, time horizon, liquidity needs, and risk aversion, it is impossible to recommend suitable investments or build efficient longterm investment strategies for that investor. Even worse, if an adviser is not aware of the investor’s risk […]
Currency hedge or bet
At our Pan-European Congress in Rome last month, we asked delegates how they deal with the volatility of currency markets. Do they hedge or do they take active currency bets?
Active share should you care
At our Pan-European Congress in Rome, some 81% of delegates said they consider active share an important metric in their fund selection process. Here are some reasons why you should (not) care about active share.
Which equities will fare best in the next 5 years? Joachim Klement knows, part 1 of 2
Financial consultancy Wellershoff & Partners recently analysed the return prospects for equity markets in Asia, Europe and the US, The outcome? Europe will outperform the US by about five times.
the uncertain future
Expert Investor Europe brought together six decision-makers to discuss the issues facing professional fund selectors
joachim klement interview pan euro congress 2013
Wellershoff & Partners’ Joachim Klement talks to online editor Will Jackson about the inflation outlook.
Joachim Klement, the bold behavioural scientist
Wellershoff & Partners’ Joachim Klement argues that the industry needs to abandon old theories and embrace the new.
