Journal
April 2022
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Singapore
Good Morning Ladies and Gentlemen, Last Monday, I returned from a short trip to Singapore. It was my first visit to the Far East in more than three years, and the experience was an interesting one. I used to travel to the Far East a lot and have been to Singapore many times. Life in […]
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In Common Sense We Trust
Good Morning Ladies and Gentlemen, The largest homogeneous global investor is the cohort of pension schemes. Pension schemes invest the funds entrusted to them either directly or via theme or style based mandates or funds from local but predominantly global providers. Money flow Currently, it looks as if global pension schemes will see monthly inflows […]
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Fresh Perspectives lead to Limitless Possibilities: Interview with Hans-Günter Schiefen
Good Morning Ladies and Gentlemen Last week I mentioned in my weekly that «When managing assets, we have to make sure not to get carried away by always the same information overflow the media is feeding us daily. Instead, strategy, structure, discipline and patience should reign, not daily media noise.» Today, I want to discuss […]
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Happy Easter
Good Morning Ladies and Gentlemen, The other day I read an intriguing article, and one of the key sentences to me was the following: «those who expect guidance or inspiration from the government have only themselves to blame; true liberals are those who think and steer without an instruction manual within what is legally possible […]
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Purchasing Power
Good Morning Ladies and Gentlemen, Ahead of the presidential election in France, the Corona pandemic has slipped far down voters‘ worry barometer. Presidential Elections in France While there seems to be less interest in the current presidential election in France than in the presidential decision five years ago, one can still gain knowledge from polls […]