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(Artikel 18281 bis 18300 von 19505)
![Christel Rendu de Lint, fund manager of the UBAM - Global High Yield Solution fund]()
![Carsten Roemheld, Kapitalmarktstratege bei Fidelity]()
![Peter Vanderlee, Fondsmanager des Legg Mason Clearbridge Tactical Dividend Income Fund]()
![Vanessa Donegan, fund manager of the Threadneedle China Opportunies Fund]()
![Shawn Reynolds, co-portfolio manager of the Van Eck – Global Hard Assets UCITS]()
![Denis Girault, fund manager of the UBAM - Emerging Market Corporate Bond fund]()
![Simon Pickard, fund manager of the Carmignac Emergents fund]()
![Vladimir Tsuprov, lead investment advisor of the Parvest Equity Russia fund]()
![Marcus Pakenham, fund manager of the HSBC GIF Global High Income Bond Fund]()
![Reinhold Zeitlhofer, KEPLER Europa Rentenfonds]()
![Paul Causer, fund manager of the Invesco Euro Corporate Bond Fund]()
![Eric Fine, fund manager of the Van Eck – Unconstrained Emerging Markets Bond UCITS]()
![Dr. Michael Kohlhase, Fondsmanager des WARBURG–PROFIL–FONDS]()
![Richard Woolnough, fund manager of the M&G Optimal Income Fund]()
![David Tovey, fund manager of the BSF European Opportunities Extension Fund]()
![Carsten Roemheld, Kapitalmarktstratege bei Fidelity]()
Trim equities back to neutral after rebound
“It’s time to dial back equities after the rebound” says Luca Paolini, Chief Strategist at Pictet Asset Management. 05.03.2014 / » WeiterlesenDividendenzahlungen machen rund 40 % der Wertsteigerung bei Aktien aus
Eine Untersuchung von Allianz Global Investors zeigt, dass Aktien von Unternehmen, die regelmäßig Dividenden ausschütten, weniger schwankungsanfällig sind. In den letzten 40 Jahren gingen 40 % der Wertsteigerung von Aktien auf das Konto von Dividendenzahlungen. 05.03.2014 / » Weiterlesen
Top Down High Yield Strategy
Whereas most high yield bond fund managers adopt an exclusively bottom-up approach which favours bond selection, Christel Rendu de Lint, fund manager of the UBAM - Global High Yield Solution fund, opts for a top-down investment policy. 05.03.2014 / » Weiterlesen
Digitalisierung treibt TMT-Sektor an
• "Internet der Dinge" Schlüsselthema der Technologiebranche • Erfolgreiche Medienkonzerne passen sich der Digitalisierung an • Telekomsektor geprägt von Regulierung und Diversifizierung der Geschäftsmodelle 04.03.2014 / » Weiterlesen
Dividends Count
The Fund’s benchmark is the Dow Jones U.S. Select Dividend Index, which is comprised of 100 U.S. stocks, based almost entirely on dividend yield and dividend history. The Fund’s primary goal is to provide a high current income, with secondary emphasis on capital appreciation over time. 04.03.2014 / » Weiterlesen3 Banken-Generali Fondsjournal 03/2014
Lesen Sie im aktuellen Fondsjournal warum Extremmeinungen nie ein guter Ratgeber sind, warum manch wenig beliebtes Segment derzeit einen Blick Wert ist und mit welchen Strategien wir erfreuliche Auszeichnungen erhalten haben. 04.03.2014 / » Weiterlesen
All Opportunites in China
The investment process of the Threadneedle China Opportunies Fund combines the macro and the micro, top down analysis and bottom up research. The stock selection involves looking at the valuation, the industry, management quality and has an economic, credit and ESG overlay. 04.03.2014 / » Weiterlesen
Hard Assets Long Term Capital Growth
The global hard assets strategy focuses on seeking to provide top quartile, risk-adjusted returns from investments in hard asset sectors including, but not limited to, energy, precious metals, base metals, forest and paper products, and agriculture. 04.03.2014 / » WeiterlesenAdhoc-Kommentar zu der gegenwärtigen Situation in der Ukraine
Das Aberdeen Emerging Markets Bond Team sowie Global Equity Team mit einem Adhoc-Kommentar zur gegenwärtigen Situation in der Ukraine und deren Einfluss auf Aberdeen Portfolios. 04.03.2014 / » Weiterlesen
Emerging Corporate Bond Opportunities
Fundamental corporate credit analysis and valuation, combined with relative valuation analysis, aims at selecting the best instruments for the portfolio and the appropriate positioning in terms of yield curve and peers. 03.03.2014 / » Weiterlesen
Opportunistic in Emerging Markets
In line with the general investment philosophy of Carmignac, Carmignac Emergents differentiates itself through its unique management style: an international, non-benchmarked, active and opportunistic management approach, based on best ideas 03.03.2014 / » Weiterlesen
The Largest Russian Equity Fund
The Parvest Equity Russia fund is the largest Russian equity fund in the world with AUM of EUR 1.5 billion as at the end of January 2014. The research edge is mainly in mid and small cap companies but the fund invests in defensive and growth sectors. 03.03.2014 / » Weiterlesen
Manage Risk in Global Bonds
Risk budgeting and risk management are important steps in managing the HSBC GIF Global High Income Bond Fund alongside opportunity assessment and portfolio construction. 03.03.2014 / » Weiterlesen
Diversifikation schafft Mehrwert
Die Auswahl der einzelnen Wertpapiere und die breite Streuung sind wichtige Faktoren für das Management des KEPLER Europa Rentenfonds. Aktuell befinden sich ca. 100 unterschiedliche Emittenten im Fonds. 03.03.2014 / » Weiterlesen
Positive Return Potential
The fund managers of the Invesco Euro Corporate Bond Fund only invest where they see the potential for positive returns. Based on an unconstrained investment approach, they are free to select what they consider to be the best bonds from right across the market. 03.03.2014 / » Weiterlesen
Undervalued Emerging Market Bonds
The fund’s investment philosophy is to invest in emerging markets fixed income securities where asset-pricing is undervalued relative to the country’s fundamentals. The investment process is bottom-up, and is ultimately based on deviations between the pricing of a country’s bonds relative to that co... 28.02.2014 / » Weiterlesen
REX Outperformance als Ziel
Über die letzten fünf Jahre konnte der Rentenmarkt - gemessen am REXP - deutlich übertroffen werden. 27.02.2014 / » Weiterlesen
Outperformance across all Fixed Income Asset Classes
"The M&G Optimal Income Fund is a fully flexible strategic bond fund that has the freedom to invest across all of the fixed interest asset classes, allowing me to express views on duration and credit without constraints", explains Richard Woolnough, who achieved 8,5 percent outperformance vs. the se... 27.02.2014 / » Weiterlesen
Innovative Equity Total Return Strategy
The objective of the BSF European Opportunities Extension Fund is to maximise total returns through the use of an extension strategy which means typically taking both long and short positions. 27.02.2014 / » Weiterlesen