Christian Jost
“Global equity markets were initially under pressure in the year 2011. The strengthening of the sovereign debt crisis in Europe and the US, the Arab spring, the earthquake and tsunami in Japan and rising concerns about inflation in emerging markets are only some of the topics which affected global capital markets. Political risk will probably remain the major driver of global markets throughout the year. Our portfolio, which is allocated according to C-Quadrat Best Fonds Strategy, reacted to this market environment by increasing the level of diversification.”