Philipp Dirkx, portfolio manager at the private banking unit of BHF BANK, talks to Expert Investor Europe about his attitude to multi-asset investing, a true hit with investors in Germany, and reveals which ingredients make the ideal multi-asset portfolio to him.
Equities and high yield bonds follow each other wherever they go, both when it comes to fund flows and returns, as we discussed last week on this site. The Barclays Global High Yield Index even followed stocks down on Monday in the aftermath of the breakdown of talks between Greece and its creditors. So, if…
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.
Talk of the decline of hedge funds has been rumbling on in one form or another for years but the industry took what many see as a particularly grievous blow this week. PMT said on Friday they will divest their hedge fund portfolio of €1bn, according to IPE. Their hedge fund portfolio, which holds less…
Madrid-based fund selectors voiced a strong preference for large cap value stocks at Expert Investor Spain last week.
