“The essence of a well-balanced portfolio is that no single asset class actually defines the nature of the vehicle.” “Virtue is the middle ground between two extremes (Aristotle).” Foundations, family offices, and other long-term investors face a challenging landscape: higher distribution expectations, shifting correlations between stocks and bonds, concentration risks […]
“Together, we will examine current developments in the capital markets and the prospects for value investing” For a long time, value investing was considered a demanding discipline in a market environment heavily influenced by growth stocks, liquidity, and short-term trends. Meanwhile, fundamentals, valuation discipline, and real assets are once again […]
Input, ideas & suggestions: What other topics could be addressed in the two panel discussions? Frankfurt is an interesting ecosystem for family offices, asset managers, start-ups, and fund boutiques in the liquid and illiquid sectors (alternative investments). FINANZPLATZ-FRANKFURT-MAIN is once again supporting the “Forum for Digital Assets” (FDV – Manuel […]
Impact investing is more than just a label. In private markets in particular, impact is increasingly becoming a strategic category – for family offices as well as institutional investors. Markus Hill speaks with Christians Hommens on behalf of FINANZPLATZ-FRANKFURT-MAIN.DE about the critical success factors in this investment segment and the […]
Private debt, real assets, asset allocation, regulation – in conversation with Markus Hill, FINANZPLATZ FRANKFURT, Sebastian Thürmer, managing partner of artis Institutional Capital Management GmbH, discusses market shifts, growth segments, and the question of how institutional investors should strategically position themselves between private debt, infrastructure, and traditional bond investments. Hill: […]
Liechtenstein & Frankfurt as financial centers, fund boutiques, family offices, fund domicile, and dialogue in Germany – Markus Hill spoke to David Gamper, Managing Director of the LAFV Liechtenstein Investment Fund Association, on behalf of FINANZPLATZ FRANKFURT about topics such as Liechtenstein’s positioning and cooperation in European competition, trends in […]