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Highlights

  • bfinance global property poll: UK leads recovery with office space lagging in 2010, Germany ahead of France
  • bfinance global hedge fund survey: alternative manager fee structure to survive downward client pressure
  • bfinance bi-annual pension fund survey: real estate to benefit from allocation shift out of bonds into alternatives
  • bfinance bi-annual pension fund survey : Investors move down the liquidity scale investing in riskier assets
 
Headline - 01/08/2010

Asset Allocation

  • The asset allocation myth and its exaggerated contribution to portfolio returns
  • Investment strategy survey: asset managers lighten up on high-risk sovereigns, while embracing the refuge appeal of German bonds

Kapitalmärkte

  • Forex and rate consensus – July 2010: Dwindling forecasts that European interest rates will go up

Institutionelle Kapitalanleger

  • Veritas removes Greek sovereign exposure before spreads widen
  • bfinance Deutschland GmbH - Promenadeplatz 8, 80333 München
  • Tel: 089-55 29 59-59
  • Fax: 089-55 29 59-90
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