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Hedging inflationary risks

Hedging inflationary risks

Commentary, April 8, 2022
Hedging investment portfolios against the risk of a real loss of value has only played a minor role over the last two decades. In fact, until not too long ago, deflation, i.e. retreating consumer price indices, seemed the more imminent danger in this context. The more wrongfooted investors might have been in the face of the currently broad based price rises both for producers and consumers alike. In fact, the dynamic and heftiness might have even surprised professional investors, also from a long argued “temporariness” point of view of this relatively recent phenomenon. Yet even the last doubters of the seriousness of this topic might have surrendered in the face of consumer price rises of 7.5% p.a. in the Eurozone and 7.9% p.a. in the United States in March 2022.

Financial Markets 2022 – Quo vadis?

Financial Markets 2022 – Quo vadis?

Commentary December 30, 2021
By all respects, 2021 was an extraordinary year. Major western stock exchange indices skyrocketed without precedent, key cryptocurrencies – an investable asset class still strongly disputed by experts – exhibited spectacularly high volatility and resource prices, before all those for natural gas, multiplicated severalfold. Not surprisingly, monthly inflation rates marked values not seen for decades in the US, the UK and also in Europe.

All this came about amidst widespread new infections with the Covid-19 virus resulting in massive restrictions of public live and a related slowdown in economic activity. This had left little room for optimism at the beginning of the year, at least in the western world. Only hard-boiled optimists would have expected that the economy turned to the better that soon. Yet massive public rescue measures, combining ultra-loose monetary policy with massive fiscal stimulus measures, resulted in a successful stabilization of economic activity in most of the countries affected.

Igor Strehl

Igor Strehl

FAME Investments AG under Igor Strehl, the new owner

With the recent entry of Igor Strehl as a majority shareholder into FAME Investments AG, its portfolio value is also expected to grow.
The private and independent investment firm specialises in investment advisory services, portfolio and mutual investment fund management , supporting companies in initial public offering as well as bond listing in its role as a Capital Market Coach. With the change of ownership, clients with private wealth, family offices, banks and private trusts are to be increasingly addressed and serviced. PHH attorneys were instructed to provide legal advice and accompany by all activities.

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