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In part one of the interview, Schuller takes us on a journey through modern portfolio construction theory, arriving at the conclusion that markets are not efficient, but adapt to new realities over time. Alpha therefore is only a temporary opportunity, which converts into beta once it has been exploited.
In part two, Schuller discusses the implications of this for fund selection and portfolio construction.
The continent has a number of companies with ‘strong potential, solid foundations, quality management, and attractive pricing’
DAX has fallen 0.83% over the past five days
Dominik Schubert is joining the firm from Goldman Sachs Bank Europe
Sub-fund of Ashmore SICAV UCITS fund
But opportunities lie in green transition, digitalisation, and defence
Aims to revolutionise access to private markets for wealth clients
