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  • Sonderveröffentlichung: Columbia Threadneedle

An optimal combination.

(Reading time: 3 - 6 minutes)
Dividend Strategy Asia. High-yielding assets are desperately sought at the moment. George Gosden, portfolio manager at Columbia Threadneedle, advises investors to look to Asia. Not only is the long-term economic environment right there, but there are also attractive dividend yields from high-growth companies. "Those who pursue a dividend strategy in Europe," explains George Gosden, "usually end up with companies with a solid business model but no growth prospects. On the other hand, those that are growing strongly often don't pay dividends. That doesn't satisfy me, though." The head of Asia ex-Japan equities and fund manager of the Asian Income fund at Columbia Threadneedle looks for high-growth companies that also offer attractive dividend...

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  • Gerd Hübner

To the stars.

(Reading time: 5 - 9 minutes)
Space stocks. The first tourist flights into space have aroused interest in the investment theme of New Space. But there is much more to it than that: navigation and communication possibilities based on satellites, the observation of climate data from space or the exploitation of new sources of raw materials are fascinating development opportunities. There is enormous potential for the companies involved. Space, endless expanses. The year is 2021, and these are the adventures of private spaceship captains who are giving tourists a glimpse of the Blue Planet and exploring whole new business opportunities. This July, Virgin Galactic, the company owned by British billionaire Richard Branson, launched into space. On board: the founder himself...

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  • Sonderveröffentlichung: Eyb & Wallwitz

It's getting wilder.

(Reading time: 3 - 6 minutes)
Currency management. For globally invested assets, exchange rates have a massive impact on portfolio returns. "But because the currency markets have been quiet in recent months, many investors have lost sight of this aspect," recalls Johannes Mayr, chief economist at asset manager Eyb & Wallwitz, predicting, "In 2022, this will change. Investors should prepare themselves." "Currency management is perhaps the most underestimated aspect of investing," Johannes Mayr reflects, "because exchange rates have tremendous leverage due to the high percentage changes in a very short time. With one swipe, investment results can be pushed up or painstakingly earned returns can be wiped out." During the past few years, however, this aspect has taken...

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  • Sonderveröffentlichung: Dr. Thomas Wiegelmann

Trend towards sustainability.

(Reading time: 3 - 6 minutes)
Real estate industry. Buildings are among the biggest emitters ofCO2."We will therefore not succeed in complying with the Paris climate agreement without a sustainable real estate industry," Thomas Wiegelmann of Schroder Real Estate is convinced. Because the pressure on this sector will continue to increase, investors will have to pay very close attention to the sustainability of real estate investments in the future. With high energy consumption and heavy reliance on fossil fuels, real estate is the focus of any strategy that aims to combat climate change. "For investors, this is a major challenge. After all, only companies that strategically position themselves correctly at an early stage will prosper in the long term," Thomas Wiegelmann,...

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  • Sonderveröffentlichung: NN Investment Partners

Return on investment with meaning.

(Reading time: 3 - 6 minutes)
Impact-investment. Creating social benefit while generating attractive long-term returns is the goal of NN Investment Partners' Smart Connectivity strategy. Companies are sought that benefit from the shift towards a more sustainable economy, have a positive impact on the environment or society and contribute to the UN's sustainability goals with their innovative solutions. "Did you know that around four billion people worldwide live in cities?" asks Ivo Luiten, Lead Portfolio Manager at NN Investment Partners (NN IP). "They generate around 60 percent of global GDP, but are also responsible for 70 percent of climate-damaging emissions. So to reduce greenhouse gas emissions and limit global warming, urban infrastructure is a very important...

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  • Sonderveröffentlichung: B. Metzler seel. Sohn & Co. AG

The bill is coming.

(Reading time: 5 - 10 minutes)
Monetary policy. In recent years, the printing press has become the tool of choice to combat economic crises. Central banks bought bonds with "freshly printed money" to stabilize the banking system in the 2008 financial crisis and cushion the impact of the current pandemic. Meanwhile, the balance sheets of the FED and the ECB have grown to nearly double-digit trillions. Who is footing the bill? Whenever disaster threatens, the cavalry comes. In the economy, the central banks have been doing this job for years. "And even if the rescue policy of recent years has been subject to repeated criticism, the successes to date speak for themselves: despite severe turbulence, the economy has been able to return to a growth path each time and make...

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