how to invest it

Dec 03, 2021 How to invest it

Money trends 2022 - it's getting hot.

Lerbacher Runde. Once a year, bankers, asset managers and family officers meet at Schloss Bensberg to provide wealthy investors with inspiration and guidance. While the autumn of 2020 was still dominated by the pandemic and economic recovery, new questions are now being asked: What is happening with inflation? Are we witnessing the turnaround in interest rates? What would that mean for the price of real assets, which have experienced an unprecedented boom thanks to zero interest rates? And how…

Klaus Meitinger 485

Dec 03, 2021 How to invest it

More rules, more taxes, more government.

Political opportunities and risks. The state is increasingly intervening in society and the economy. This is a trend that the Lerbacher Runde believes will continue. For capital investors, this will reshuffle the cards. "It feels like we see greater government intervention in the private economy after every crisis," notes Fabian Strube, Robeco. "The massive spending programs after the pandemic, the discussion about the stability pact in Europe, tax increases or the regulator's interventions in…

Gerd Hübner, Klaus Meitinger 463

Dec 03, 2021 How to invest it

Before a golden decade?

Economy. After the economic slump in 2020 global economic momentum initially picked up rapidly in 2021. Now supply bottlenecks are putting the brakes on. How does the Lerbach Roundtable view the short- and medium-term prospects for the global economy? "The question of the economy is, of course, always at the beginning of every investment strategy session," outlines Kai Röhrl, Robeco, "because growth means more sales and higher profits. This should then also be reflected in the equity markets."…

Gerd Hübner, Klaus Meitinger 473

Dec 03, 2021 How to invest it

Dangerous balancing act.

Inflation. Prices are rising faster than they have in 30 years. Is this really just a temporary phenomenon? Or is the genie of inflation now out of the bottle? And above all: how will the central banks react? The Lerbacher Runde analyses. If the Lerbach Round is to define the question that will decide the investment trend in 2022, the answer is clear: Is the rise in inflation really just temporary, or will prices continue to rise and a real turnaround in interest rates occur? "After all, the…

Gerd Hübner, Klaus Meitinger 442

Dec 03, 2021 How to invest it

Boom, bubble - bust?

Market Analysis. The prices of tangible assets - shares and real estate - have risen extremely sharply over the last ten years. Is this boom justified? Can it continue? Or will it be followed - as so often - by a slump? The Lerbacher Runde does the research. In retrospect, the last decade will go down in the history books as the decade in which investors became very wealthy more quickly than ever before. As the boom decade. As the era of asset price inflation. Some numbers: Over the past…

Gerd Hübner, Klaus Meitinger 474

Dec 03, 2021 How to invest it

The hot twenties.

Climate as an investment factor. The fight against climate change will dramatically change the way we do business in the future. This will widen the gap between winners and losers among companies. The Lerbacher Runde explains how investors should react to this. "There is an interesting study," says Stephan Kemper, BNP Paribas WM Private Banking: "On behalf of the 'Financial Times', the impact of a CO 2 price of 100 euros was calculated for the 1000 largest listed companies - today the CO 2…

Gerd Hübner, Klaus Meitinger 452

Dec 03, 2021 How to invest it

Attractive alternatives.

Interest rate substitute. Structuring a successful portfolio has become difficult today. Firstly, interest-bearing securities with good credit ratings no longer preserve the purchasing power of assets when inflation rises. And secondly, in the risk scenario - with rising interest rates - both equities and bonds are negatively affected. The Lerbach Round's solution: more alternative investments must be added to the portfolio. In the past, Bunds had two roles in the portfolio. They brought…

Gerd Hübner, Klaus Meitinger 401

Dec 03, 2021 How to invest it

Lucrative credit investments.

Private Real Estate Loans. Banks are pulling back from lending on commercial real estate projects. Private investors can fill this gap. The incentive: attractive returns, regardless of developments on the capital markets. "Because there are projects with different risk profiles, the market offers a broad field for every type of investor," says Peter Begler, Alternatives Director at Schroders. "It's actually a curious situation," Peter Begler reflects: "We have a real estate boom all over…

Sonderveröffentlichung: Schroder Investment Management (Europe) S.A., German Branch 425

Dec 03, 2021 How to invest it

An optimal combination.

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…

Sonderveröffentlichung: Columbia Threadneedle 416

Dec 03, 2021 How to invest it

It's getting wilder.

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…

Sonderveröffentlichung: Eyb & Wallwitz 420

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Dec 03, 2021 How to invest it

Return on investment with meaning.

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…

Sonderveröffentlichung: NN Investment Partners 420

Dec 03, 2021 How to invest it

To the stars.

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…

Gerd Hübner 399

Adv Schroders Real Estate shutterstock 721366225

Dec 03, 2021 How to invest it

Trend towards sustainability.

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…

Sonderveröffentlichung: Dr. Thomas Wiegelmann 409

Dec 03, 2021 How to invest it

The bill is coming.

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…

Sonderveröffentlichung: B. Metzler seel. Sohn & Co. AG 405

Dec 03, 2021 How to invest it

Structural Reform.

Secondary Private Equity. In times of low interest rates and high valuations on the stock markets, classic portfolios of shares and bonds no longer work as well as they did in the past. "I therefore advise restructuring the portfolio," explains Florian Dillinger, Matador Partners Group: "Private equity, the participation in unlisted companies, stabilizes and increases the return." "Take a little trip back in time with me to the year 2031," prompts Florian Dillinger, Matador Partners Group, "and…

Sonderveröffentlichung: Matador Partners Group AG 489

May 29, 2021 How to invest it

"Stock prices will continue to rise."

Although the quotations of most stock indices are close to their record levels, two thirds of the members of the Lerbach Competence Circle are betting on rising prices in the coming six months as well. They have good arguments for this.

Klaus Meitinger 531

May 29, 2021 How to invest it

"A correction is looming in the equity markets."

Too much optimism, too high expectations, prices rising too quickly - this is how one third of the Lerbach Competence Circle comments on the situation on the stock markets.In the course of the next six months, the experts expect significant setbacks.

Klaus Meitinger 460

May 29, 2021 How to invest it

Real estate world in flux.

Real Estate. The demands on players in the real estate industry are changing rapidly. "More than ever before, investors have to view each property as an independent corporate commitment and, above all, keep an eye on ESG aspects," analyse Thomas Wiegelmann, Managing Director at Schroder Real Estate, and Jan Linsin, Head of Research at CBRE in Germany.

Sonderveröffentlichung: Dr. Thomas Wiegelmann, Geschäftsführer Schroder Real Estate Asset Management GmbH 508

Nachhaltigkeit Opener shutterstock 96056567

May 29, 2021 How to invest it

Successfully invest money sensibly.

Sustainable investment. In future, more and more capital will only be made available to companies that behave in an exemplary manner in terms of ESG - environmental, social and corporate governance. Or make a positive contribution to our society through their business model, products and services. A megatrend has gained momentum and will continue to accelerate in the future.

Klaus Meitinger 486

May 29, 2021 How to invest it

Capital has an effect.

Impact Investment. Investments in innovative companies with a positive impact on the environment and society are increasingly becoming the focus of investors. But putting this idea into practice is not entirely straightforward. "Measuring and controlling the actual impact is just as big a challenge as building an optimized portfolio from the many exciting companies. We have developed a special approach for this," explains Huub van der Riet, long-standing manager of the NN (L) Global Equity…

Sonderveröffentlichung: NN Investment Partners 466

May 29, 2021 How to invest it

That sounds fantastic.

Philanthropy. When culture and wealth can agree on a goal, something special is created. Buying historical string instruments and making them available to top musicians is an investment model that benefits society and even pays off.

Yvonne Döbler 428

May 29, 2021 How to invest it

The rock.

Alternative Investments. In view of highly valued stock markets, the risks in portfolios are increasing. And because interest-bearing securities - unlike in the past - no longer offer much in the way of returns or protection in the event of turbulence, investors are looking for new underlying investments that generate returns regardless of market trends. "The GAIA Helix fund does just that," says Ulrich Heuberger, head of sales at Schroder Investment Management.

Sonderveröffentlichung: Schroder Investment Management (Europe) S.A., 396

May 29, 2021 How to invest it

Infinite possibilities.

Financial innovation. The prices of all investments around blockchain technology are rising rapidly. This may be - as is often the case with fascinating innovations - a period of exaggeration in the early days. But the technology's potential is real. An overview.

Gerd Hübner 377

May 29, 2021 How to invest it

Readjust.

Shuffling possible. For a long time, investors have achieved adequate returns by dividing their assets between 60 percent equities and 40 percent government bonds. In view of rising inflation rates and persistently low interest rates, this is now becoming increasingly difficult in real terms, i.e. adjusted for purchasing power. "It is high time to readjust this successful strategy," says Kristina Bambach, who is responsible for the Phaidros Funds Balanced mixed fund at asset manager Eyb &…

Sonderveröffentlichung: Eyb & Wallwitz 394

May 29, 2021 How to invest it

It's worth it.

Real asset investments. In view of persistently low interest rates and rising inflation rates worldwide, demand for real assets is increasing. European Long-Term Investment Funds, or ELTIFs, are designed to provide fee-efficient, transparent and strictly regulated access to asset classes such as infrastructure, private debt or private equity.

Gerd Hübner 429

May 26, 2021 How to invest it

Virtuous Circle.

Circular economy. The traditional production model of the throwaway society is reaching its limits in a world of scarce resources and increasing environmental damage. The transition to an economy that consistently recycles resources can offer a way out. The experts at Robeco have made this an exciting investment theme.

Sonderveröffentlichung: Robeco Deutschland 391

May 26, 2021 How to invest it

Emerging Markets reloaded.

Schwellenländer-Aktien. In den ersten acht Jahren der 2000er waren Schwellenländer – vor allem die legendären BRICs – Stars an den Kapitalmärkten. Danach folgte ein mühsamer struktureller Umbau – weg von Exporten und Rohstoffen, hin zu Binnenwirtschaft, Konsum und Technologie. „Nun ist dieser abgeschlossen. Anlegern eröffnen sich ganz neue Chancen“, meint Dara White, Columbia Threadneedle.

Sonderveröffentlichung: Columbia Threadneedle 413

Nov 28, 2020 How to invest it

The new world of investment.

Blockchain. The digital representation of property rights, known as tokenization, not only allows the cost-effective trading of real asset classes in small denominations. It also opens up completely new investment opportunities. For many investors, this significantly expands the investment universe. However, the market is still in its infancy. There are a number of hurdles to be overcome.

Gerd Hübner 571

Nov 28, 2020 How to invest it

Reality check.

Small Caps. Shares of smaller companies, they say, are more susceptible to economic cycles and therefore riskier, especially in crises. This effect can be minimised by clever stock selection, claimed Scott Woods of Columbia Threadneedle a year ago. How did the expert get through the turbulent market phase of recent months with his small-cap strategy?

Threadneedle Management Luxembourg S.A. 588

Nov 28, 2020 How to invest it

Education is worthwhile.

Funds. Education funds finance ambitious students at private universities by covering tuition fees and living expenses. In this way, they also help to overcome financing bottlenecks during the Corona period. Repayments are made when the former students earn income. An investment with added value.

Yvonne Döbler 595

Nov 28, 2020 How to invest it

Rethinking interest rate investments.

Income. Secure interest rate investments will not yield a return for years to come. For investors seeking adequate returns with reasonable risk, broad diversification across a range of alternative investments is the solution.

Klaus Meitinger 3324

Nov 28, 2020 How to invest it

The (un)holy alliance.

Economic policy. Fiscal and monetary policy are increasingly converging. Is this a curse? Or a blessing? And what does it mean for the future of the economy, the prospects for growth and the outlook in the various asset classes?

Klaus Meitinger 489

Nov 28, 2020 How to invest it

The view over the valley.

Lerbach round. Since 2010, bankers, asset managers and family officers have been meeting once a year to provide inspiration and guidance to wealthy investors. This year, the experts are not only analysing how the stock markets will react in the face of rising infection figures. Sie are also thinking about what will happen in the markets once we have learned to live with the virus. And in three workshops they discuss the most interesting topics from economic policy and capital investment.

Klaus Meitinger 489

Nov 28, 2020 How to invest it

Turn fantasy into profit.

Technology. The corona crisis is a huge challenge for economy and society. And a disruption of historic proportions. For equity investors, it will be even more important now than before to invest in companies with disruptive business models.

Sonderveröffentlichung: Dr. Christian Jasperneite CIO, M.M.Warburg & CO 472

Nov 28, 2020 How to invest it

Hunt for unicorns.

Venture capital. Venture capital investments in the technology sector have always had a special appeal due to the great potential for returns. Accelerated by the pandemic, innovation and disruption are now receiving an additional boost. "Intelligent fund solutions give investors the opportunity to invest early in the billion-dollar companies of tomorrow," says Peter Begler, Schroders.

Sonderveröffentlichung: Schroder Investment Management 495

Nov 28, 2020 How to invest it

The better bond.

Green Bonds. Increasingly, governments and companies are issuing bonds to finance "green" projects. This is interesting for investors for two reasons. "Capital has a positive effect, and with the right selection, the risks in the portfolio can be reduced," explains Bram Bos, NN Investment Partners.

Sonderveröffentlichung: NN Investment Partners 412

Nov 28, 2020 How to invest it

Better to live in the city.

Real estate. Wealthy investors and family offices are looking for secure investments with long-term stable returns. Tino Lurtsch, Managing Director at Schroder Real Estate, and Georg Gmeineder, Alternative Director Real Estate at Schroder Investment Management, will show how this goal can still be achieved today through selected properties in metropolitan regions.

Sonderveröffentlichung: Schroder Real Estate Investment Management GmbH 436

Nov 28, 2020 How to invest it

The catcher.

Fallen Angels. If bonds are downgraded in terms of creditworthiness and thus lose their investment grade rating, which is important for large investors, there are usually massive price fluctuations. Andreas Fitzner takes advantage of this in the Fallen Angels Fund of Eyb & Wallwitz.

Sonderveröffentlichung: Eyb & Wallwitz 450

Nov 28, 2020 How to invest it

Change in the Middle Kingdom.

China. While politicians in the US and increasingly also in Europe are considering sealing off their economies from China, investors should open their portfolios more strongly for Chinese shares, advises Carolin Schulze Palstring, Head of Capital Market Analysis at Metzler Private Banking. After all, China's rise to become the world's global economic power opens up a wide range of investment opportunities.

Sonderveröffentlichung: B. Metzler seel. Sohn & Co. 421

Nov 28, 2020 How to invest it

Fascinating PerSPACtives.

Alternative investments. Annual returns of between two and five percent with low risk seem impossible in the zero interest rate era. SPACs - Special Purpose Acquisition Companies - can, if used correctly, be one of the rare investments that can still achieve this goal.

Klaus Meitinger 422

Nov 19, 2020 How to invest it

Tech-Check.

Technologieaktien. Die Wertentwicklung von Aktien im Tech-Sektor ist atemberaubend. Und erinnert ein bisschen an die Dot-Com-Blase der späten 1990er Jahre. Ist die Furcht vor einem Tech-Crash unbegründet? Und wieviel Tech gehört ins Depot?

Klaus Meitinger 445

Lux et veritas shutterstock 1392246206 2

Nov 19, 2020 How to invest it

Invest it like Yale.

Secondary Private Equity. Many large investors are so successful because they hold a high quota of private equity in their portfolios over the long term. "Even for wealthy private investors and smaller family offices, however, this is not so easy to implement," explains Florian Dillinger, Matador Partners Group AG. "In order to create easy access to this asset class for them, we have founded Matador".

Sonderveröffentlichung: Matador Partners Group AG 436

Jun 08, 2020 How to invest it

For a better world.

Impact Investment. Investing money in a financially lucrative way and at the same time generating a measurable social return is considered the supreme discipline of sustainable investing. "It is particularly interesting to implement this in all asset classes," says Sönke Niefünd, Co-Head Competence Center Sustainability and Head of the Hamburg office of Merck Finck Privatbankiers AG. He explains how this is achieved.

Sonderveröffentlichung: Merck Finck Privatbankiers 588

Jun 08, 2020 How to invest it

Orientation. In the eye of the storm.

Strategy. How will the global economy develop? How will corporate earnings turn out in the future? Which losses at companies will be temporary, which permanent? And how should investors position themselves now? The Lerbach Competence Circle, an illustrious panel of 26 family officers, asset managers and private bankers, has answers to the most important questions from investors.

Klaus Meitinger 564

Jun 08, 2020 How to invest it

The optimal balance.

Infrastructure bonds. The market for interest rate investments is split in two. Completely safe securities no longer offer a yield. And where investors can achieve high returns, the risk of bankruptcy is always present in the face of the looming global recession. The Schroders investment house has found a middle ground. Infrastructure bonds can generate yields of around four percent - with a maximum of security.

Sonderveröffentlichung: Schroders Deutschland 619

Jun 08, 2020 How to invest it

Top dogs and challengers.

Stock strategy. Once the dust settles, it will become clear that the global economy is likely to grow more slowly in the post-Corona period than previously assumed, says Georg Graf von Wallwitz, founder of the asset management firm Eyb & Wallwitz. Then only a few companies will prosper. "These have to be found. Because they will become more and more valuable for investors.

Sonderveröffentlichung: Eyb & Wallwitz; www.eybwallwitz.de 561

Jun 08, 2020 How to invest it

Acceleration.

Megatrends. More and more often, investors are not orienting themselves to countries when building up their equity portfolio, but to themen. "The pandemic will reinforce trends that were clearly visible before," says Ed Verstappen, trend investing expert at Robeco. Today is therefore a good opportunity to invest in this sector. The professional explains what investors should bear in mind when making theme investments.

Sonderveröffentlichung: Robeco Deutschland 540

Jun 08, 2020 How to invest it

Back to the future.

Secondary private equity. Those who invested in secondary funds during the financial crisis ten years ago were able to generate high double-digit returns per annum. "Such a Second(ary) opportunity is now available again," Florian Dillinger, Matador Partners Group AG, is convinced.

Sonderveröffentlichung: Matador Partners Group AG 512

Jun 08, 2020 How to invest it

It depends on the pulse.

Change. More and more social bonds are being issued to provide capital to solve social problems. "Investors should thus achieve a social return in addition to the financial one," explains Simon Bond, bond expert at Columbia Threadneedle. "For this to really work, however, the benefits of the projects must be analysed very carefully."

Sonderveröffentlichung: Columbia Threadneedle 470

Jun 08, 2020 How to invest it

Now more than ever.

Hotel real estate. The hotel and travel industries are at the epicentre of the Corona crisis. "Although the short-term outlook is extremely bleak. But those who invest countercyclically in hotels will be rewarded in the long term", Philipp Ellebracht, Head of Real Estate Product Continental Europe at the Schroders investment house, is convinced: "Because the hotel market should have fully recovered within the next five years".

Sonderveröffentlichung: Schroder Real Estate Investment 490

Jun 08, 2020 How to invest it

For a better world.

Impact Investment. Investing money in a financially lucrative way and at the same time generating a measurable social return is considered the supreme discipline of sustainable investing. "It is particularly interesting to implement this in all asset classes," says Sönke Niefünd, Co-Head Competence Center Sustainability and Head of the Hamburg office of Merck Finck Privatbankiers AG. He explains how this is achieved.

Sonderveröffentlichung: Merck Finck Privatbankiers 467

Jun 08, 2020 How to invest it

The digital gold.

Bitcoin. In view of the monetary dilution of all paper currencies due to the extremely expansive monetary policy, investors are looking for alternative store of value. The first choice is gold - proven for centuries. With Bitcoin, perhaps another alternative is now emerging.

Klaus Meitinger 712

Jun 01, 2020 How to invest it

The world after Corona.

Vision. Sometime in 2022, the global economy will have overcome the corona collapse. How will important parameters for investors and asset owners have changed then? Nine questions, the answers to which will determine investment success and asset preservation.

Gerd Hübner, Klaus Meitinger 547

Jun 01, 2020 How to invest it

U(ndecided) States of America.

US elections. Presidential elections will be held in the USA in autumn. Carolin Schulze Palstring, Head of Capital Market Analysis Metzler Private Banking, examines the candidates' election chances as well as possible effects on economic and monetary policy.

Sonderveröffentlichung: B. Metzler seel. Sohn & Co. 491

Nov 25, 2019 How to invest it

The Lerbach Round. The wisdom of the many.

Panel of experts. The Lerbach Round Table celebrates its tenth anniversary. Since 2009, bankers, asset managers and family officers have met once a year to provide wealthy investors with inspiration and orientation. This year, they are not only scrutinizing the economy and capital markets. 36 proven investment experts answer the most important questions on the investment year 2020 and discuss the most exciting investment ideas and, in five workshops, also the most interesting investment…

Yvonne Döbler, Gerd Hübner, Klaus Meitinger 845

Nov 25, 2019 How to invest it

The future in the depot.

Markets. Countries with strong growth and major challenges are attracting investor interest. The Lerbach Round sees investment opportunities both in emerging markets and in the so-called frontier markets. Your favourite: Asien.

Yvonne Döbler, Gerd Hübner, Klaus Meitinger 674

Nov 25, 2019 How to invest it

Techceleration.

Disruption. The speed of innovation in the economy and society is increasing dramatically. The Lerbach Round Table analyses the technology boom and shows how investors can benefit from it.

Yvonne Döbler, Gerd Hübner, Klaus Meitinger 877

Nov 25, 2019 How to invest it

Investment for Future.

Sustainable investments. Those who integrate aspects of sustainability into their investment processes will not only generate more returns in the future. It also helps to change the economy and society in a positive way. Because capital can move a lot.

Investment for Future. 641

Nov 25, 2019 How to invest it

Hunt for returns.

Interest investments. In view of negative yields on German government bonds, investors will have to realign their portfolios. But can there even be a substitute for safe and liquid government bonds? And - where do investors still find reasonable returns?

Yvonne Döbler, Gerd Hübner, Klaus Meitinger 680

Nov 25, 2019 How to invest it

Security for TINA.

Stock strategy. Equities are indispensable in portfolio allocation today - There Is No Alternative (TINA). However, not everyone can live with the higher volatility of the asset class. The Lerbacher Runde explains how investors can effectively reduce fluctuations.

Yvonne Döbler, Gerd Hübner, Klaus Meitinger 827

Nov 25, 2019 How to invest it

_________________________________

Asset class Real estate. Wealthy investors and family offices are continuously expanding the proportion of real estate in their portfolios. Thomas Wiegelmann, Managing Director at Schroder Real Estate, and Morten Bennedsen, Professor of Family Business at INSEAD University, explain why an investment in real estate is attractive and how it is intelligently implemented.

Schroder Real Estate 677

Nov 25, 2019 How to invest it

Little pearls, big ones.

Small caps. Shares in smaller companies often receive little attention from the analysts of large financial institutions. As a result, there are always particularly interesting opportunities to discover in this segment. "But a truly successful, long-term small-cap strategy requires a global and active approach and a lot of know-how," Scott Woods and Neil Robson of Columbia Threadneedle are convinced.

Columbia Threadneedle 671

Nov 25, 2019 How to invest it

Of chaff and wheat.

Stock market strategy. The expansive stance of the central banks supports the stock markets. Doch not all areas will benefit. Carolin Schulze Palstring, Head of Capital Market Analysis at Metzler Private Banking, examines the various investment segments.

Metzler seel. Sohn & Co. 825

Nov 25, 2019 How to invest it

The best of both worlds.

Strategy. The asset manager Eyb & Wallwitz has been performing above average for institutional clients for 15 years. "Now we want to make our quality and successful asset management strategies easily accessible to even more investors," explains Eduardo Mollo Cunha, partner at Eyb & Wallwitz. His answer to the Fintech revolution is Eyb & Wallwitz digital.

Eyb & Wallwitz 585

Nov 25, 2019 How to invest it

Martin mobilizes.

Social entrepreneur. Economic development in Africa needs a new mobility concept. The entrepreneur Martin Šoltés and his colleagues have therefore developed a special electric vehicle. To improve the lives of many Africans, he seeks impact investors.

Miriam Zerbel 669

Nov 25, 2019 How to invest it

When the opportunity knocks.

Private equity and infrastructure. "We actually specialise in secondary market funds in the private equity sector," explains Florian Dillinger, Matador Partners Group AG. But when a special opportunity presents itself, he invests in infrastructure. This combination of both asset classes has a special charm for the investment company Matador.

Matador Partners Group AG 630

Nov 25, 2019 How to invest it

Investment with family connection.

Selection. In a current study, the Center for Entrepreneurial and Financial Studies (CEFS) of the Technical University of Munich, on behalf of the Stiftung Familienunternehmen, investigated whether the shares of family-run companies are the better investment. The results are making investors sit up and take notice.

Gerd Hübner 555

Nov 25, 2019 How to invest it

Double success.

Microfinance. Microcredits give people in poorer countries the chance to build something up to secure their livelihood in the long term. "At the same time, microfinance offers investors ongoing interest income and a positive diversification effect at portfolio level," says Daniel Kerbach, CIO of Merck Finck Privatbankiers. This makes this asset class attractive in two respects.

Merck Finck Privatbankiers 543

Nov 25, 2019 How to invest it

Asia, the power house.

Private equity in Asia. In the 21st century, Asia will dominate the world. In no other region do investors find such a combination of size and growth. Private equity is the key to unlocking this potential.

Schroders Deutschland 581

May 25, 2019 How to invest it

Hot phase.

Future investments. The unavoidable damage caused by climate change and the massive changes in the transition to a low-carbon world will significantly alter investment performance both in the short and long term. Investoren should act now.

Klaus Meitinger 726

May 25, 2019 How to invest it

I don't see unicorn mania.

"The evaluation of the technology Unicorns Uber, Lyft, Airbnb and Pinterest reflects their gigantic growth potential," says Bernd Schrüfer of the Family Office Lucatis. Investors should be there.

Bernd Schrüfer 791

May 25, 2019 How to invest it

Unicorns have fable ratings.

"There is a lot of hope in the Tech-Unicorns' courses", Hendrik Leber of Acatis analyses. However, hope is usually a bad advisor when it comes to investing. Investors should therefore keep their hands off it.

Hendrik Leber 755

May 25, 2019 How to invest it

Godot's not coming.

Stock market strategy. The dynamism of the global economy has slowed noticeably. Drohen will there be a slump in company profits and share prices in the future? Carolin Schulze Palstring, Head of Capital Market Analysis Metzler Private Banking, explores the situation.

Sonderveröffentlichung: B. Metzler seel. Sohn & Co. 812

May 25, 2019 How to invest it

True sustainability.

Strategy. The United Nations' sustainability goals are to be implemented by 2030. "For companies that do not support these goals, this means significant financial and reputational risks," explains David Hawa of Robeco. He and his colleagues have therefore developed a model with which investors can determine whether a company is conforming to these goals.

Sonderveröffentlichung: Robeco Deutschland 841

May 25, 2019 How to invest it

Time and spirit.

Art. The first Virtual Reality Museum was founded in 2016 by the Paris-based collector couple Sylvain and Dominique Levy. It manages one of the most forward-looking private collections of contemporary Chinese art in France, revolutionizing the history of the reception of art. Its history reflects the great adventure of the Levy family.

Dr. Annette Doms 806

May 25, 2019 How to invest it

What we really need.

Infrastructure. Those looking for stable and high-yield investments have long been able to find interesting investment opportunities in the infrastructure sector. "We are now setting up a strategy that differs significantly from traditional funds in that it focuses on the mid-market segment and has an endless term," says Heiko Schupp, Columbia Threadneedle. "This offers a chance for higher profitability."

Sonderveröffentlichung: Columbia Threadneedle 689

May 25, 2019 How to invest it

Welcome to paradise.

Modern Monetary Theory. If the state wanted to spend more to stabilize the economy, it could simply print money - at least that is the "modern" monetary theory. Is a world without a recession really conceivable? What investors should consider.

Klaus Meitinger 898

May 25, 2019 How to invest it

Waking up Sleeping Beauty.

Real estate. From old to new. In times of scarce land, the revitalisation and rededication of non-essential existing buildings on the company premises can be an interesting, fascinating and lucrative idea. Dr. Klaus Trescher, Kriton Immobilien, explains what entrepreneurs and investors should look out for.

Sonderveröffentlichung: Kriton Immobilien GmbH 665

Dec 11, 2018 How to invest it

Second hand, first class.

Secondary private equity. Because private equity funds have been generating double-digit returns for years, this asset class is finding more and more friends among wealthy investors. But there is still room for improvement. "Used fund shares - Secondary Private Equity - are just as yield-strong and avoid substantial disadvantages of the PE funds , make Florian Dillinger, Matador partner Group AG, clear.

Sonderveröffentlichung: Matador Partners Group AG 735

Dec 11, 2018 How to invest it

The dead live longer.

Investment strategy. The stock market is an indicator of the value of an economy. If this is halved within a year, something serious must have happened. For the third time since the year 2000, Argentina is on the verge of bankruptcy. This was followed twice by a brilliant upswing with price gains for investors of between 300 and 600 percent. Can what worked twice work a third time?

Gerd Hübner 913

Dec 11, 2018 How to invest it

Truffle hunter.

Real estate. Prices on the real estate market have been rising massively for the past five years. As a result, yields - so-called cap rates - have fallen in many areas to levels that hardly cover financing and maintenance costs. Is it worth thinking about real estate investments at all now? Klaus Trescher, Kriton Immobilien, says: "Yes - but you have to find the rare occasions."

Sonderveröffentlichung: Kriton Immobilien GmbH 906

Dec 11, 2018 How to invest it

Stop! Stop!

Medical technology. What would it be like if there were a way to stop disease processes directly in the individual cells and thus possibly end the suffering? The researchers of the newly founded company Soluventis Nanotherapeutics from Bochum have an idea.

Dr. Ludger Weß 938

Dec 11, 2018 How to invest it

Smart City - smart system.

Urbanization. More and more people are moving to the cities. In order for these to remain worth living, extensive investments are necessary. "This will benefit those companies that offer solutions," explains Ivo Weinöhrl, fund manager at Pictet Bank.

Sonderveröffentlichung: Pictet & Cie (Europe) S.A. 869

Dec 11, 2018 How to invest it

Beautiful new financial world.

FinTech. Many industries have already been turned upside down by digitisation. Patrick Lemmens and Jeroen van Oerle are convinced that it is now the turn of the financial industry to Robeco. They identify winners and losers.

Sonderveröffentlichung: Robeco Deutschland 878

Dec 11, 2018 How to invest it

Let's have a look.

Panel of experts. The uncertainty on the capital markets is greater than ever before. Investors urgently need orientation. The Lerbach round gives answers to the ten most important questions zum Jahreswechsel - from stock allocation to customs disputes.

Klaus Meitinger 918

046 048 Wasserglas pw Schwellenland 11 2018 final

Dec 11, 2018 How to invest it

Who comes too early, ...

Emerging market equities were among the losers in 2018, and according to Paul Greer, Fidelity, they will continue to struggle in the coming months at mit Gegenwind . Investors should keep their powder dry.

Paul Greer 683

Dec 11, 2018 How to invest it

If not now, when?

Emerging market equities are now very attractive after the sometimes sharp price declines, says Michael Keppler of Keppler Asset Management Inc. New York. Now is a good time to invest.

Silke Lauenstein 723

Sep 30, 2018 How to invest it

A question of control.

CEOs in family businesses. Der CEO ist the most important decision maker in the company. More and more family businesses are deciding to fill this position externally as part of the succession process. Wie the family then organizes the collaboration to minimize um Konflikte? Bankhaus Merck Finck supports WHU in Vallendar with a junior professorship to answer such questions.

Sonderveröffentlichung: Merck Finck Privatbankiers 1011

Sep 30, 2018 How to invest it

Ingenious change to the building plan

Genome editing. After half a century of molecular biological research, scientists can now make precise and targeted interventions in the genetic material of plants, animals and humans. What does this mean for the biotech industry? And how do investors benefit?

Dr. Ludger Weß 686

74 Adv Metzler 100 pro imago life 2.57473078 HighRes

Sep 30, 2018 How to invest it

Return of returns.

Interest rate trend. The decisive factor behind the declining interest rates of recent decades was a factor that was often hardly noticed - the ageing of society. If the so-called baby boomers retire from working life in the future, the glut of savings in recent years could turn into a savings squeeze. Then interest rates should tend to rise again - with considerable effects on capital investments.

Sonderveröffentlichung: B. Metzler seel. Sohn & Co. 766

Sep 30, 2018 How to invest it

At the top.

Business cycle. After the strong upswing of the past two years, global economic growth appears to have peaked. Is the crash following now? How likely is a recession? And how are the inflation rates, which are regarded as the decisive influencing factor for central bank policy, developing? The Lerbach Round takes a close look at the world of business from the investor's perspective.

Klaus Meitinger 695

Sep 30, 2018 How to invest it

Cock closed.

Monetary policy. With flows of liquidity and zero interest rates, the central banks have stimulated the economy and capital markets. Now they pull the reins slowly, but surely again. What impact will this have on the prices of the various assets?

Gerd Hübner 706

Sep 30, 2018 How to invest it

The Lerbach Round.

Panel of experts. The Lerbach group - bankers, asset managers and family officers - meet every early summer in Schloss Bensberg to provide investors with inspiration and orientation. In 2018 the meeting will be particularly explosive. After zehn Jahren upswing and low interest rate, monetary policy and economy seem to be on einem Wendepunkt. What happens now on the interest rate and stock markets?

Klaus Meitinger 853

Sep 30, 2018 How to invest it

"The party's over."

"There were good fundamental reasons for the correction on the equity markets," explains Roland Kaloyan, Head of European Equity Strategy at Société Générale. "Prices could fall further until the end of 2019."

Roland Kaloyan 679

Sep 30, 2018 How to invest it

"The party goes on."

"The turbulence of February was a correction, not a turnaround," says Carsten Klude, chief strategist at M.M.Warburg, "our traffic lights are still at auf Grün. Stock prices will continue to rise."

Carsten Klude 901

Sep 30, 2018 How to invest it

I'll pay. You're looking. You'll find We win.

Investment idea. From the US, an investment alternative is coming to Europe that is perfect for entrepreneurial investors. The participation in Search Funds paves the way for direct investments in the most interesting medium-sized companies.

Klaus Meitinger 977

Sep 30, 2018 How to invest it

The race to catch up continues.

Investment strategy. Emerging market equities were already last year's winners. However, because the shares there are still relatively cheaply valued, it is interesting to further increase the positions.

Klaus Meitinger 847

Sep 30, 2018 How to invest it

"We want to make a difference."

Responsible investing. Sustainability in financial investments has long ceased to be a niche issue. As demand grows, so does the demand from investors for implementation. Pictet Bank's Wealth Management has therefore developed a system that enables it to meet the individual values of its clients.

Sonderveröffentlichung: Pictet & Cie (Europe) S.A. 727

Sep 30, 2018 How to invest it

Added value through finetuning.

Investment concepts. Strictly passive index investments have advantages and disadvantages.More and more investors are asking Darum whether it is not possible to avoid negativen Aspekte without having to forego the positive ones. This idea follows the concept of Enhanced Indexing.

Sonderveröffentlichung: Robeco Deutschland 764

Sep 30, 2018 How to invest it

When investors insure.

Investment strategies. More and more investors are using cat bonds to diversify their portfolios. These securities function similarly to an insurance policy against natural hazards and are intended to generate interesting long-term returns independent of the capital markets. In 2017, however, the large number of natural catastrophes put prices under pressure. A warning signal? Or a chance?

Gerd Hübner 805

Sep 30, 2018 How to invest it

Art as a multi-channel business.

Trade fairs, gallery owners and auction houses are closely interlinked in the art trade. "Each of these channels has its specific challenge - and collectors benefit," explains private-wealth art expert Florian Mercker.

Florian Mercker 874

Sep 30, 2018 How to invest it

Miniature marvels.

Automaton. More than 150 years ago, talented mechanics began to recreate living beings in artistic automatons. These songbirds, humans and dogs master the most complicated movements and patterns. However, their performance only knows one direction - upwards.

Jan Lehmhaus 814

Sep 30, 2018 How to invest it

"An art fair is not an amusement park."

Art fair TEFAF. Patrick van Maris has made a name for himself at Sotheby's auction house. Since 2015 he has been CEO of TEFAF, which will take place from 10 to 18 March in Maastricht. The fair has long been known for its concentration on old masters and antiques. How does he succeed in opening up to a wider range of styles? And how is he preparing for the collectors of the future?

Anna Meinecke 848

Sep 30, 2018 How to invest it

"We stiften Stiftungen."

Philanthropy. With a sub-foundation to the Merck Finck Foundation, people oriented toward the common good can achieve everything that would be possible in a legally independent foundation - only easier, cheaper and more efficient. A very special model.

Sonderveröffentlichung: Merck Finck Privatbankiers 579

Sep 30, 2018 How to invest it

"Bitcoin course will rise for a long time to come."

Some crypto currencies will establish themselves as means of payment in the long run, says Uwe Zimmer of Fundamental Capital. "An investment in the leading digital computing units is therefore worthwhile."

Uwe Zimmer 584

Sep 30, 2018 How to invest it

"This is a bubble of speculation."

"Bitcoin, Ethereum & Co. will never become widely accepted currencies," warns Maximilian Kunkel, chief investment strategist in the UBS Chief Investment Office for Germany: "Leave it alone."

Maximilian Kunkel 795

Sep 30, 2018 How to invest it

Dangers? Where are the dangers?

Stock markets. The world economy is booming. Corporate profits are bubbling up. Interest rates are low. And the stock markets are celebrating records. Investors currently obviously live in the best of all worlds. Can it stay that way? Or are there hidden dangers? Experience shows that when superlatives are the order of the day, it is high time to talk about the risks.

Klaus Meitinger 629

Sep 30, 2018 How to invest it

That's the defense.

Risk management. We live in the best of all worlds. Growth and, at the same time, ultra-low interest rates are causing prices to rise. But this also increases the risks. "It's like football - we have to be sure at the back to take advantage of the opportunities," smiles Armin Eiche, CEO Wealth Management Germany at private bank Pictet. It shows how investors keep risk under control.

Sonderveröffentlichung: Pictet & Cie (Europe) S.A. 619

Sep 30, 2018 How to invest it

Cool guys.

Stock market barometer. Six years ago, Professor Rudi Zagst of the Technical University of Munich (left) developed a scientific model that measures the probability of stock market turbulence. Together with the evil professional Oliver Schlick, he is now working on transferring the information into an investment model. Science meets financial experience - the two of them could not have chosen a better moment for it.

Klaus Meitinger 855

Sep 30, 2018 How to invest it

The environment becomes more valuable.

Investment idea. If Europe wants to reach seine Klimaziele, it must reform the market for CO2 emission certificates. First steps have been taken. If the prices for these pollution rights rise in the future, financial investors will also benefit.

Klaus Meitinger 888

Sep 30, 2018 How to invest it

Europe and the Causa Italia.

Euro. The ECB's monetary policy has recently pushed Italy's debt problems into the background. "But what will happen if the central bank now starts den Ausstieg from ultra-expansive politics?" asks Timo Schwietering, Head of Capital Market Analysis, Metzler Private Banking.

Sonderveröffentlichung: B. Metzler seel. Sohn & Co. 621

Sep 30, 2018 How to invest it

Intelligent gifts.

Gift. From 1 January 2018, new rules will apply to the taxation of investment funds' capital gains. Anyone who bought equity funds before 01.01.2009 can now use these so-called old funds for a particularly lucrative Christmas present.

Klaus Meitinger 625

Sep 30, 2018 How to invest it

Close the gap.

Private Debt. Since the financial crisis, banks have been increasingly withdrawing from lending to companies. But of course they will also need financial resources in the future. The solution to the problem is Private Debt - corporate financing through a loan from private investors. This can be very lucrative for investors. This is because private debt has attractive interest rates and attractive conditions.

Gerd Hübner 694

Sep 30, 2018 How to invest it

Keep looking ahead.

Prognosis. "Strategic investing means eliminating daily noise and focusing on the key structural trends," says Lukas Daalder, CIO bei Robeco Investment Solutions. That's why he dares a five-year outlook.

Sonderveröffentlichung: Robeco Deutschland 695

074 Dauphin philippwente Sammlung Dauphin W2 0086

Sep 30, 2018 How to invest it

The history of the automobile.

Oldtimer collection. In a former factory building in Hersbruck, Franconia, the Dauphin family created a unique place of communication and a noble event location. A place of amazement, enjoyment and dreaming: the Dauphin Speed Event houses an outstanding collection of 160 precious automobiles and 300 motorcycles.

Philipp Wente 883

Sep 30, 2018 How to invest it

Careful, hacker.

Cybercrime doesn't stop at the art trade either. Florian Mercker, private-wealth art expert, explains the methods used by criminals and how collectors and gallery owners can protect themselves.

Dr. Florian Meckre 594

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