Journal

Incrementum AG Hans G. Schiefen Stefan Markus Kremeth Ronald Stöferle Mark Justin Valek Jeannine Grassinger Dr. Christian Schärer

Februar 2019

Februar 1, 2019

Who hinders growth, hinders prosperity

Dear Ladies and Gentlemen Long-term investing seen from a slightly different angle that was what my last weekly was all about. I received many questions for pension fund investment pros and am happy that my friend Andy Haeberli, Profond’s CIO, one of Switzerland’s largest collective foundations, agreed to be interviewed by me. I will hopefully […]

Februar 8, 2019

Sociocultural issues meet economics

Dear Ladies and Gentlemen Did you follow my advice and spend every morning 30 to 60 seconds thinking about something positive? If so, what was the effect? Now, last week I gave you an insight into some of my global sociocultural points of view and proposed to publish an interview with a pension fund manager […]

Januar 2019

Januar 18, 2019

What would you do?

Dear Ladies and Gentlemen Just imagine you were managing a multi-billion pension fund with thousands of policy holders expecting you to deliver sufficient returns in order to grant to them a pension that will allow them to pay their bills once will be retired. What would you do? How would you allocate the money that […]

Dezember 2018

Dezember 21, 2018

Leidenschaft und frohe Weihnachten

Dear Ladies and Gentlemen December was for most of us a rather grim month with markets going down significantly. As I wrote in my previous weekly mails, this is all part of investing and we have to be able to bear the pain, else we may rather not invest at all. Yesterday, the Fed acted […]

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