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MEDIA
Capital Market Webinar: Inflation as the crucial question for 2022 - has the peak been reached and what are the investment opportunities? (German)
The webinar is titled: The central banks' mega dilemma - between inflation, cyclical peak and corona waves. Richard Zellmann discusses the scenario for 2022 and gives an update on the broadly invested fund First Private Wealth.
The following topics are also covered:
The following topics are also covered:
• Global economy at zenith, how glacial will the slowdown be?
• Inflation - new meta-scenario or hurricane in a teacup?• Supply chain bottlenecks: how big is the problem?
• Central banks face historic challenge
• The key capital market trends in 2022
Portfolio Manager Talk "Identifying and Leveraging Capital Flows: Event Driven Flows" (German)
Richard Zellmann, Managing Director and Dr. Sebastian Wenz, Portfolio Manager cover the topic of capital flows and discuss strategies that benefit from related capital market events ("events"). How do you identify patterns in capital flows using Artificial Intelligence and Big Data?
In this context, the proven strategy concept "Event Driven Flows" will be presented. At the heart of the strategy are specific events around the topic of capital flows.
In this context, the proven strategy concept "Event Driven Flows" will be presented. At the heart of the strategy are specific events around the topic of capital flows.
Portfolio Manager Talk Commodity Markets and Investments in UCITS Format (German)
In this Portfolio Manager Talk, Richard Zellmann, Managing Director and Andreas Kraft, Senior Portfolio Manager at First Private are discussing the following topics:
Commodities: current situation and outlook - macro trends in focus. Systematic investment in commodities - how to find alpha? How to invest in a cost-efficient, liquid and diversified way? Solutions offered in UCITS format - mutual funds, mandates, overlays.
Commodities: current situation and outlook - macro trends in focus. Systematic investment in commodities - how to find alpha? How to invest in a cost-efficient, liquid and diversified way? Solutions offered in UCITS format - mutual funds, mandates, overlays.
Portfolio Manager Conference with Scope on Merger Arbitrage Strategies (German)
Capital Market Webinar: Trembling before the "After". What happens after the dynamic economic recovery? (German)
Richard Zellmann explains in this webinar the scenario for 2021 and addresses the following topics:
- Allocation: losers in 2020 = winners in 2021?- equity bubble or well-founded bull market?Inflation - will the "notorious evergreen" become a concrete danger?
- Is government debt becoming a driver of inflation?
- Stock market valuation under the microscope
- Commodities: Commodity navigation after resurrection of the commodity markets
Value investing on the comeback? Manager talk and fund update "First Private Europa Aktien ULM" (German)
Afterwards, we present our mutual fund First Private Europa Aktien ULM.
Capital Market Webinar: Is the V-shaped economic recovery only a fake giant? (German)
In this webinar, Richard Zellmann explains macro highlights and investment opportunities and gives an unbiased outlook on the coming months.
The following topics are in focus:
The following topics are in focus:
- Is the economic recovery only a fictitious giant - and is the double-dip recession coming?
- The US presidential election and its consequences
- Between money printing and fiscal excesses - is inflation coming?
- Equities: Dividends & Value - is everything really different today?
Webinar: Dividend shares cheaper than they have been for 20 years (German)
From the content: Tech shares have determined the stock market events of the last months. In the shadow of Amazon, Microsoft & Co., the spread between bond yields and dividend yields has widened significantly once again and reached historic proportions. Moreover, dividend shares are at their lowest price since the beginning of the 2000s.
Portfolio Manager Sebastian Müller explains the development of dividend shares in the last few months and what a recovery of dividend shares could look like. He also gives a fund update on the First Private Euro Dividenden STAUFER.
Portfolio Manager Sebastian Müller explains the development of dividend shares in the last few months and what a recovery of dividend shares could look like. He also gives a fund update on the First Private Euro Dividenden STAUFER.
Commodity webinar: systematically use high price fluctuations (German)
In this webinar, portfolio manager Christian Schuster gives an overview of the main trends in the international commodity markets and explains the advantages of true long/short approaches in commodities compared to long-only investments. This is because true long/short approaches offer additional diversification potential, broader investment opportunities and an improved risk/reward profile compared to "long-only" investments in commodities.
Finally, we would like to present the UCITS fund First Private Systematic Commodity.
In this webinar, portfolio manager Christian Schuster gives an overview of the main trends in the international commodity markets and explains the advantages of true long/short approaches in commodities compared to long-only investments. This is because true long/short approaches offer additional diversification potential, broader investment opportunities and an improved risk/reward profile compared to "long-only" investments in commodities.
Finally, we would like to present the UCITS fund First Private Systematic Commodity.
Fund and Capital Market Webinar (German)
The topic of the webinar is: "New growth territory in letters: Will it be a U, V, W or L - or a root?"
In addition to the capital market section, the webinar provides an overview of opportunities in the current market environment and provides an update on selected fund strategies.
The topic of the webinar is: "New growth territory in letters: Will it be a U, V, W or L - or a root?"
In addition to the capital market section, the webinar provides an overview of opportunities in the current market environment and provides an update on selected fund strategies.
Renewable energy asset class and the impact of Corona pandemic (German)
Once again, investments in wind, solar and hydro power have proven to be both crisis-resistant and uncorrelated over the past months.
In this webinar, Thomas Seibel, Managing Director of our partner, re:cap global investors ag, the asset manager for renewable energies and Richard Zellmann, Managing Director of First Private, are discussing the impact of the Corona crisis on the asset class "renewable energies".
In this webinar, Thomas Seibel, Managing Director of our partner, re:cap global investors ag, the asset manager for renewable energies and Richard Zellmann, Managing Director of First Private, are discussing the impact of the Corona crisis on the asset class "renewable energies".
Historical investment opportunity with "Merger Opportunities" - evaluating takeovers with artificial intelligence (German)
In this webinar, portfolio manager Dr. Sebastian Wenz explains Artificial Intelligence using the investable example of Liquid Alternatives (Merger Arbitrage), because the wheat is separated from the chaff in artificial intelligence. Where is proven performance potential besides marketing? For example, how can machine pattern recognition achieve real added value? Zero and negative interest rates make alternative, uncorrelated sources of income indispensable. Furthermore, our new UCITS fund First Private Systematic Merger Opportunities (share class "EUR S" ISIN: DE000A0Q95G3) is being presented in this session.