News

EM Corporate Debt an allocation for uncertain times?

After a relatively poor 2018, returns in Emerging Markets Corporate Debt have bounced back year to date. Returns have been strong across both sovereign and corporate hard currency bonds. The...

Author: Sune Jensen, Toke Hjortshøj and Yvonne Raßbach

Gold: safe haven and inflation hedge

What some people drink in Champagne or wear around their décolleté, others own in stock deposits – it’s all about the precious metal gold. Investors keep asking themselves whether physical gold or...

Author: Georges Lequime und Yvonne Raßbach

Sought after: convertible bonds offering sustainability

The roots of the independent asset manager and convertible bond specialist Salm-Salm & Partners go back more than 800 years to the Prinz Salm vineyard. Even back then, sustainability was an...

Author: Constantin Prinz zu Salm-Salm and Yvonne Raßbach

Focus on quality stocks

Denmark has more on offer than just LEGO and the Vikings: Maj Invest the independent investment boutique from Kopenhagen, is managing some USD 10bn. Thereof USD 6bn are being managed in their...

Author: Kurt Kara, Maj Invest

Value shares: where now?

They are fast, unstoppable and they have their finger on the pulse of new technological developments: digitally driven companies such as AirBNB, Amazon and streaming services such as Spotify are...

Author: Dr, Hendrik Leber and Yvonne Raßbach

We harvest the high spreads from quality companies

Absalon Capital, a Danish investment boutique, started as an asset manager for global corporate bonds in 2015. In the same year, they launched two UCITS funds with the help of Universal-Investment...

Author: Klaus Blaabjerg and Toke Katborg Hjortshøj

Fundamental data plays a decisive role

Danish investment boutique Maj Invest is committed to classic value investing. The guiding principles of Benjamin Graham and David Dodd are the most important base for any investment. Talking to...

Author: Kurt Kara, Ulrik Jensen and Timo Lüllau-Mortensen

Credit risk free return opportunities

XAIA Investment is specialised on alternative credit strategies. The Munich-based firm uses credit default swaps (CDS) to generate risk premiums in the credit market. In the interview with...

Author: Ulrich von Altenstadt and Timo Lüllau

There is a bigger picture

Some relationships are too complex for humans to see - because our minds tend to run too much along traditional patterns. Artificial intelligence (AI) helps companies to think outside the box. In...

Author: Stefan Riße and Timo Lüllau-Mortensen

Our approach is deliberately unconstrained

Generating adequate returns from fixed income is challenging as interest rates remain low. There are, however, strategies like that of the Capitulum Rentenstrategie optimiert Universal (ISIN...

Author: Lutz Röhmeyer and Timo Lüllau-Mortensen

The right portfolio buffer

High-yield and Emerging Markets bonds can be a real alternative in times of low interes rates. Absalon Capital is specialized on these two asset classes. The Danish investment company supervises...

Author: Klaus Blaabjerg and Timo Lüllau

Risk optimised returns

Achieving adequate returns proves challenging in ever more volatile markets. Dirk Heuser, head of portfolio management in Commerzbank’s Private Wealth Management division, is seeking to counteract...

Author: Dirk Heuser and Timo Lüllau