Part 1 of 2 – “We only invest passively in IG bonds”
Marcel de Kleer of Wealth Management Partners in the Netherlands has swapped all but one of his active bond funds for passive solutions, he tells EIE’s Tjibbe Hoekstra in a video interview.
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Marcel de Kleer of Wealth Management Partners in the Netherlands has swapped all but one of his active bond funds for passive solutions, he tells EIE’s Tjibbe Hoekstra in a video interview.
In part two of this video interview, Bart van de Ven of Belgian wealth manager Accuro explains why he doesn’t like absolute return funds and why he prefers to keep some cash on the sidelines instead.
Bart van de Ven of Belgian wealth manager Accuro has slashed his allocation to bonds, he tells EIE’s Tjibbe Hoekstra in a video interview. He believes investors should accept higher volatility in their portfolios to be able to attain their investment goals.
In part two of this interview, Allan Møller explains what he expects his exposure to alternative strategies to do for him, and elaborates on market risks further down the road.
In part two of this video interview, Marcus Stahlhacke tells us where he sees the best return opportunities going forward.
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.
In part two of this interview, Niclas Hiller talks about the implications of being based in Norway, with its heavy reliance on oil-related industries, and how he is reacting to recent oil price weakness.
Omar Gadsby, head of fund selection at Credit Suisse, tells EIE’s Tjibbe Hoekstra where in fixed income markets he still finds value
Dinant Wansink of Delta Lloyd Asset Management says the ECB is leading him towards investing more in equities, and away from cash and commodities.
The Norwegian financial regulator recently announced that it considers the DNB Norge fund, a supposedly actively managed fund invested in Norwegian large cap equities, a so-called closet-tracker. Orgland used the DNB Norge fund in his client portfolios until last year. He gives his view on the controversy surrounding this fund.
In part two of this video interview, Schuller discusses the implications of the temporary nature of alpha opportunities for fund selection and portfolio construction.
In part two of this interview, Alexandre Théry of Auxense Gestion explains why he has a preference for focused funds, and why smart beta strategies are sometimes too clever for him.