Investors in Monaco take refuge in large caps
The majority of Monaco-based investors prefer investing in large caps in all asset classes, as they believe large companies give them better protection against an upcoming market correction.
The majority of Monaco-based investors prefer investing in large caps in all asset classes, as they believe large companies give them better protection against an upcoming market correction.
Here you can see a selection of photos taken at the Expert Investor Monaco forum held on 10 May.
A gold rush has gripped Monaco. All but one of the fund selectors our researcher interviewed when she visited the principality recently, said they are either sure they will buy more gold or will seriously consider the opportunity.
In part two of this video interview, Schuller discusses the implications of the temporary nature of alpha opportunities for fund selection and portfolio construction.
Markus Schuller, a Monaco-based consultant who gives asset allocation and strategic advice to global financial institutions, talks to EIE’s editor Dylan Emery about the investment implications of investor irrationality, and why passive should be the core of your portfolio.
“Huge amounts of money have been flowing into multi-asset and risk-parity funds,” said Fred Ingham, head of international hedge fund investments for Neuberger Berman, who was one of the speakers at Expert Investor Europe’s first ever event in Monaco. “Kind of all that money is predicated on similar volatility assumptions about correlations within and across…
Absolute return strategies are now more popular among European fund selectors than ever before. But Europe’s biggest fans are to be found in Monaco.