Volatility spike calls for long/short equity, says Fritz Gawenus
Fritz Gawenus, chief investment officer of Munich-based family office Extorel, explains why he has replaced part of his liquidity exposure with long/short equity.
Investment
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Video Alt Ucits strategies
Fund selectors attending Expert Investor Europe’s Alternative Ucits Congress in Versailles in October tell us what alternative strategies they are investing in now.
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Do dividend stocks make a better choice than bonds
Investors are desperately looking for alternatives to traditional fixed income, but why not resort to dividend-stocks as an alternative to bonds?
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“We must get used to lower returns” – Niclas Hiller, part 1 of 2
Niclas Hiller, chief investment officer of Formuesforvaltning in Norway, tells EIE’s Tjibbe Hoekstra how he is preparing for a sustained period of lower returns across all asset classes.
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market insight Norway q3 2014
Norwegian fund selectors stick to developed market bonds while the rest of the continent seems to have more or less abandoned this asset class.
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Investors in Munich grapple with market upheaval
The current cocktail of falling asset prices and increasing volatility, combined with still high valuations, seems to confuse fund selectors and managers alike.
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Norway fund selectors see more value in bonds
Despite record-low yields, government bonds are more popular than ever with Norwegian fund selectors.
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“We need bond managers who can implement a short idea” – Omar Gadsby, part 1 of 2
Omar Gadsby, head of fixed income fund selection for Credit Suisse’s private banking arm, explains how he is trying to move away from fixed income benchmarks.
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Low yield environment makes Germans less risk
German investors are now more willing to take risks to get a better return from their investments than a year ago.
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Record outflows from European equity funds
European equity mutual funds registered unprecedented outflows last week. According to Bank of America Merrill Lynch, funds invested in European stocks shed $5.7bn.
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market insight zurich q3 2014
Fund selectors based in Zurich differ quite a bit from the European average when it comes to their favourite equities.
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Alternative fund buyers prioritise drawdown
Fund selectors singled out two aspects of a funds past performance that attract most of their attention.