How to win by not losing
In this video, head of credit research at Rogge Global Partners, an Allianz company, Mark Wade explains how investors can win by not losing.
In this video, head of credit research at Rogge Global Partners, an Allianz company, Mark Wade explains how investors can win by not losing.
Combining steady returns with low volatility is a key requirement for most investors. In this video, Unigestion’s head of macroeconomic research explains how investors can achieve that.
Increased urbanisation and the rise of the middle classes are the long-term drivers for emerging markets. But there are a couple of other short-term factors that make the asset class even more compelling, says Kevin Barker.
As economic trajectories and central bank policies across the globe diverge, dislocations occur. You need a flexible manager to profit from this, says GAM’s Mark Pearce.
Investors in Denmark are almost universally bullish about European equities. Though sentiment towards US equities is considerably less buoyant, a market correction isn’t thought to be an imminent threat.
Here you can see a slideshow of photos taken at Expert Investor Denmark, held on 27 April in Copenhagen.
The MSCI World has recently hit a record high. For Leif Hasager, CIO of the Danish wealth manager Formuepleje, this hasn’t been a sign to take profits. In this video interview, he explains why.
Leif Hasager is an outright equity bull. But does that mean he believes a market correction is not on the cards this year?
Many investors invest in absolute return funds to reduce correlations with equity and bond markets. In this video interview, Frank Reisbol, managing director of Banque Carnegie Luxembourg, argues these investors are fooling themselves.
In part two of this video interview, Frank Reisbol reveals what an alternative Ucits strategy needs to pass his strict litmus test.
ECB intervention has pushed European corporate bond yields down to unrealistic levels. It may therefore be a good idea to buy some sterling credit, regardless of how the Brexit saga will play out.
Here you can see a selection of photos taken at Expert Investor Denmark, held in Copenhagen on 6 October 2016.