By Herbert Berger
Bernd Schroder
Bjorn Grob
Thomas Langer
Proposed strategy for A-based Portfolio
Customer profile: Conservative Continental European Investor
Tactical considerations
The crucial question for giving appropriate investment advise is: should one look for exceptional performance or should tight control of risk dominate investment tactics. We opt at this stage of the cycle to emphasise a more defensive structuring of the portfolio with rigorous risk control. So called high growth stocks are ? after the disastrous price depreciation between 2000 and 2002 and a great snap back 2003 ? basically still in a bear market.
Access intelligence that drives action
To unlock this research, enter your email to log in or enquire about access
