MiViews Q2 2021: Inflation: Transient or Durable?

April 2021

If, like us, you are convinced that inflation is likely to overshoot expectations this year, then this quarter is going to be key. And it will be from two di...

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Was bedeutet „Don’t Fight the Fed“ im Jahr 2021?

April 2021

Das 1. Quartal 2021 kann für vieles gefeiert werden: das erste Jubiläum eines der größten Aktiencrashs der Geschichte oder das Quartal mit dem größten Jahres...

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Multi Asset

Market Grafiken

Privat: Case Numbers Affect European Markets

April 2021

Increased lockdown measures in Europe, taken in response to what health officials fear to be a third wave of the pandemic, go some way to explaining weaker r...

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Multi Asset

Market Grafiken

Huge Stimulus Disparity

April 2021

The disparity in the size of the fiscal stimulus between each side of the Atlantic is monumental. Indeed, total fiscal support now represents more than 12% o...

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Multi Asset

Market Grafiken

A Tale of Two Economies

April 2021

Growth has been running above potential in the US since September last year in spite of a temporary slowdown in December and January. In contrast, European g...

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What Does “Don’t Fight the Fed” Mean In 2021?

April 2021

In a famous speech, former Fed President, Alan Greenspan said about ‘Fed watchers’: “I know you think you understand what you thought I said but I’m not sure...

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Unlocking Value in the Secondaries Market

März 2021

Paul Newsome, Head of Investment Solutions, Private Equity, discusses how we delivered robust performance in our Secondaries programmes in 2020, and how we p...

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Macro, Central Banks and Rotation: Where Does It Lead?

März 2021

The last few weeks of trading have been driven by strong optimism regarding the strength of the economic recovery, pushing so called ‘re-opening trades’ high...

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Research Papers

Active vs passive low risk investing

Juli 2020

The scientific foundations for low volatility investing were laid almost 70 years ago and are well understood, but investors are…

Research Papers

Revisiting the case for Alternative Risk Premia

Februar 2019

Most asset classes and investment styles suffered in 2018 and alternative risk premia (ARP) were no exception. In this paper,…

Research Papers

Designing a Robust Backtesting Framework

Januar 2019

Academic research has shown that backtested results are often far superior to those in live performance tests. There are logical…

Multi Asset

Market Grafiken

Huge Stimulus Disparity

April 2021

The disparity in the size of the fiscal stimulus between each side of the Atlantic is monumental. Indeed, total fiscal support now represents more than 12% o...

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Multi Asset

Market Grafiken

USD Looks Cheap

April 2021

Current US dollar valuations are interesting. Although its short-term carry has collapsed, it still lies at the higher end of the G10 world, justifying highe...

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Entdecken Sie unsere Expertise im Bereich Private Equity

Seit 25 Jahren unterstützen wir Anleger dabei, das Potenzial von Private Equity zu nutzen. Mehr als 250 institutionelle und anspruchsvolle Kunden weltweit haben uns Vermögenswerte in Höhe von USD 7.5 Milliarden anvertraut, die über Mandate, separate Konten und Commingled Funds (Poolfonds) verwaltet werden. Wir bieten über drei verschiedene Strategien (Primärmarktinvestitionen, Sekundärmarktinvestitionen und Direktinvestitionen) Zugang zu Potential von Private Equity Potenzial. Wir investieren weltweit und in allen Marktsegmenten, wobei ein besonderer Schwerpunkt auf Small- und Midmarket-Transaktionen liegt. Wir suchen nach qualitativ hochwertigen Gelegenheiten in den Bereichen Risikokapital, Buyout, Wachstumskapital und sorgfältig ausgewählte Sondersituationen, wobei die Risikostreuung im Vordergrund unserer Strategien steht.

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