In part 2, he reveals why he hasn’t reduced his equity allocation during last month’s market slump, and gives his outlook for the German economy.
Fritz Gawenus, chief investment officer of Munich-based family office Extorel, explains why he has replaced part of his liquidity exposure with long/short equity.
Active equity and fixed income funds saw positive inflows for the month
Cristina Pérez Liz joins Octopus from Kennedy Wilson
Washington-based think tank says Europe’s industrial sector faces ‘formidable challenges’
There are few signs of optimism across the continent, according to ING economists
The UK is also bringing forward ESG ratings regulation
Ark Invest Europe head and co-founder of Rize ETF Stuart Forbes sat down with Portfolio Adviser to reflect on Ark’s first year in Europe