How to invest it

  • 42 Lerbach 20190914 DSF5980
    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 168
  • 48 20190914 DSF5830
    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 56
  • 56 20190913 DSF5804
    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 55
  • 54 20190914 DSF5824
    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. 46
  • 52 20190914 DSF5845
    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 46
  • 60 20190914 DSF5875
    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 44
  • 62 Schroders 265235956
    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 56
  • 66 Threadneedle iStock 184437744
    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 47
  • 72 Metzler AdobeStock 212563136
    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. 42
  • 76 Eyb Wallwitz iStock 1051617224
    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 27
  • 78 Soltes Koberstaedt EHH 002 20x30
    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 36
  • 81 Matador iStock 1170720468
    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 35
  • 221881590.jpg
    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 26
  • 1133659494.jpg
    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 21
  • 88 Schroders PE AdobeStock 127013703
    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 25
  • Klima iStock 523560339
    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 118
  • pw einhornglas 26042019 final
    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 157
  • pw einhornglas 26042019 final
    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 124
  • Metzler 157914899
    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. 140
  • Robeco 647611700
    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 111
  • Sylvaindominique edit
    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 140
  • Threadneedle
    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 160
  • MMT AdobeStock 71362907
    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 123
  • Kriton 475982323
    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 121
  • 073 Matador 1
    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 158
  • 077 Argentinien 1 912287996
    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 161
  • 070 Kriton 1 155098840
    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 162
  • 066 Biotec Soluventis 1 487689970
    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 201
  • 064 Pictet 59530238
    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. 140
  • 062 Robeco 852000444
    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 152
  • 050 Lerbach 1
    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 178
  • 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 144
  • 046 048 Wasserglas pw Schwellenland 11 2018 final
    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 164
  • 97 Merck 157305485
    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 182
  • 78 CRISPR 696532246
    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 153
  • 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. 181
  • Lerbach Gipfel 20180420 DSF4509
    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 151
  • Lerbach Hahn 20180420 DSF4536
    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 171
  • Lerbach Aufmacher
    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 148
  • 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 158
  • 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 176
  • 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 182
  • 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 204
  • 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. 135
  • 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 103
  • 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 137
  • Default Image
    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 151
  • 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 200
  • 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 130
  • 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 124
  • 046 pw bitcoinglas 3 a
    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 124
  • 046 pw bitcoinglas 3 a
    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 107
  • 050 Besser gehts nicht
    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 109
  • 054 Pictet 76745298
    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. 122
  • 056 Zagst 20171115 DSF8699 2
    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 142
  • 060 Klima 647607282
    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 137
  • 063 Metzler 659586246
    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. 112
  • 066 Schenkung Investmentfonds
    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 158
  • 068 Private Debt 304072
    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 162
  • 071 Robeco 155387711
    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 130
  • 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 169
  • Default Image
    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 100

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