The strategists (from left): Laetitia-Zarah Gerbes (Acatis Investment), Gabriele Hartmann (Perspective Asset Management) and David Wehner (Do Investment).
(Photo: private)
Munich I don’t think I’m just speaking for myself when I say: We’re in the most exciting phase on the stock exchange for more than 15 years. Certainly there were also intensive capital market phases at the turn of the millennium and in the previous decades. However, I did not experience this, and in my opinion one cannot read experience.
Only the personal experience of a capital market environment with all its ups and downs characterizes a fund manager, especially if it covers the entire spectrum between success and euphoria on the one hand and mistakes and panic on the other. Exactly these elements were sufficiently available in the last 14 months.
The development since the beginning of the year is headed: euphoria. The dynamic depot has been positioned for a broad rally on the capital markets since autumn of last year. I took advantage of the strong upturn in the past few weeks and reduced some of my positions.
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