The fund performance since the repositioning of the fund in the spring was very positive, especially in comparison to DAX, EURO STOXX 600 as well as the Peer Frankfurter Aktienfonds für Stiftungen and MainFirst Top European Ideas. High gains in 2019 can be partially ascribed to the stark decreases in the previous fourth quarter of 2018. Indexes have clearly developed better over a...

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Even as London’s mayor Boris wasn’t getting around by boat. | Shutterstock #430581442 In his column “The freebooters from the island | What the Brits’ new course looks like”on n-tv on December 30, 2019, Peter Littger holds the opinion that “Johnson’s strategy of a global British freebooting consciously aims at deception, nontransparency, strife—inward as well as outward […] Boris Johnson...

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Crow's nest
NOVEMBER 30, 2019NY TIMES BESTSELLING AUTHOR LAWRENCE MCDONALD Breaking: *N.Y. FED’S 42-DAY REPO OP. OVERSUBSCRIBED; $42.55B OF BIDS – Bloomberg, December 2, 2019 $42B?! Q: Who’s the Fed financing here? Leveraged loans??? Global hedge funds??? A: Fed financing lev loans: Why wouldn’t they? Easier to soak the ground now than be trying to put out the fire later (credit fund). Looking...

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Mountains, Lucerne
Upon recommendation of the initiator Mellinckrodt & Cie. AG, the administrative board of Mellinckrodt 2 SICAV has decided to initiate the liquidation process for the company and the fund. 1. What does this mean for the investors? As of today, the fund is closed for the issuance and redemption of stock certificates. This is necessary to ensure the equal treatment of investors. Thus, the liquidation...

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A Colossal Failure of Common Sense – Buch von Patrick Robinson
Passive investment vehicles continue to change the stock markets. But that doesn’t mean that decisions no longer have to be made—on the opposite. As soon as you decide to invest the part of the money that you want to invest in stocks not only in ETFs on the MCSI world index, investment-relevant questions arise: how many stocks from which country, which industries or sectors and—particularly important—what...

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During my banking apprenticeship at Dresdner Bank I learned that there are different departments in the stock exchange business, all responsible for distinctly different aspects. Starting at breakfast, it was instilled into the young analysts that thinking long-term was key. The traders, they said, aren’t capable of it—three hours are long-term for them. At the farewell party of two administrative...

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Medizinischer Dienst am Flughafen Bergamo-Milano
I’m not talking about panic. Relax. This has never been as important as it is TODAY. Remaining calm is the first civil duty. Continue—but with open eyes! Panic buying is nonsense in my opinion. If something will remain open, it’s the grocery stores and pharmacies. With what we’re currently experiencing, three questions arise: 1. What do we need to do today? Bergamo is an indicator....

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What is important for fund investors 1. No imminent crash The strong recovery of stock prices in the first quarter has returned U.S. markets to all-time highs. This, however, does not apply to all sectors of the stock market, especially not in Europe. 2. Focus on LONG stocks Consequently, individual securities with a focus on Europe are offering significant potential for recovery....

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Bear Market Ahead
1. Stock values are more attractive than last summer—but this by and in itself is not reason enough to invest We’ve been repeating this mantra for months, and it still holds true. Of course stocks are valued better than last summer. With lower prices and only slightly adjusted profit estimates one doesn’t need a calculator to understand this. However, in addition to the valuation based on oftentimes...

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1. What is important for fund investors – The for months defensive positioning of our fund had a significantly positive effect in December. While nearly all stock funds showed high negative returns for the past one to two months, capital preservation was the focus for Mellinckrodt. The hedging strategy worked as desired. As a result of Mellinckrodt’s good performance in December it achieved...

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