Christoph Hott
“The decision by the US Federal Reserve to cut interest rates at the end of October had an impact on Asian markets, boosting short-term sentiment. Share prices consequently rallied, with China – which is heavily weighted within our fund pick Templeton Asian Growth – showing the strongest performance of the local markets. The ongoing problem in the subprime lending segment in the US has shifted into investors’ focus, resulting in lower stock markets. Hence, issues such as falling profit margins or rising inflation tend to heighten our concern about market prospects.”
AMOUNT (E) FUND
15,000 eb.rexx Gov. Germany 1.5-2.5 yrs
12,000 eb.rexx Gov. Germany 2.5-5.5 yrs
7,500 Allianz-dit High Dividend Discount
7,500 MainFirst avant-garde
7,500 Schroder Euro Dynamic Growth
5,000 BlackRock Merrill Lynch US Growth
5,000 Nordea European High Yield Bond Fund
5,000 OP Hedge Multi Strategies Plus
5,000 OP Value European Equities
5,000 UBS (Lux.) European Opportunities
5,000 UBS Emerging Economies-local currencies
4,000 DWS Bonuszertifikate
4,000 HSBC Trinkaus Aktienstrukturen Europa
2,500 AXA Rosenberg Japan Equ. Alpha
2,500 eb.rexx Gov. Germany 5.5-10.5 yrs
2,500 Janus Intech US Risk Managed Core
2,500 Templeton Asian Growth
2,500 WIP Pramerica US Value
