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morning-run · the-breakfast-grille · 28 Feb 2012 · 21 mins listen
Finaport Chief Investment Officer Hans Goetti discusses:
- Finaport positioning, investment focus, client types;
- Expertise areas;
- AUMs - amount invested versus cash levels;
- Whether has seen fund redemption accelerate, with risk-off approach to markets;
- Most-invested asset classes - geography - reasons;
- Central bank pump-priming - sugar rush issue;
- Benefiting asset classes;
- Inflation, bubbles and market timing risks;
- Currency assets - whether "safe" - debasement issues;
- "Safe" havens: gold - "bandwagon" concerns;
- Oil Derivatives - resources;
- Outlook - global stocks;
- Exporters - Eurozone - outlook.
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