“As soon as the mind is directed toward a goal, much comes to meet it” (Goethe). Innovation, medium-sized companies, and sustainability are interesting topics for investors in the usual value-versus-growth discussion. Markus Hill spoke for FONDSBOUTIQUEN.DE with Marc Siebel, Managing Director of Peacock Capital GmbH, about “tried-and-tested” professors, DCF models, […]
Interview
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Family offices, think tanks, and independent asset managers frequently have interesting economic “Maps” in the area of capital market strategy. Markus Hill spoke on behalf of FONDSBOUTIQUEN.DE with Martin Friedrich, Lansdowne Partners Austria GmbH, regarding connections between share prices, economic growth, and central bank policy. Additionally, the topics discussed were […]
Asset allocation and fund selection also pose a particular challenge for decision-makers from family offices in Corona times. In the run-up to a joint Family Offices panel with Martin Friedrich, Lansdowne Partners Austria, Markus Hill spoke about selection criteria for fund boutiques and “traditional” asset managers as well as the […]
Webinars and digital trade fairs are currently attracting increasing interest from investors in the fund sector. Markus Hill spoke on behalf of FONDSBOUTIQUEN.DE with Andreas Hausladen, HANSAINVEST, about success factors for fund boutiques, “full-service KVGen” and about the personal reasons for his fascination for this market segment, for the hidden […]
The topic areas of family offices, fund boutiques, and incubators often appear to be linked interestingly. Markus Hill spoke on behalf of FONDSBOUTIQUEN.DE with Martin Friedrich, Head of Economic and Market Research & Portfolio Manager, Lansdowne Partners Austria GmbH, about this professional connection and liquid investment in the asset class […]
“We should approach everything with both caution and confidence” (Epiket). Value investors in particular are currently experiencing challenging times. Markus Hill spoke on behalf of FONDSBOUTIQUEN.DE with Alex Rauchenstein, CEO of SIA Funds AG, about topics such as “Value versus Growth”, expectation management, the dialogue with family offices, and about […]