Two investment heads agree on the benefits of portfolio risk budgeting, but hold different views on tail-risk hedging and illiquid assets.
Tag : christian nolting
Hedging foreign-exchange exposure is currently cheap, says Christian Nolting of Deutsche Private Wealth Management, who gives his views on various currencies.
Normalcy has nearly returned to the fixed-income market, says Deutsche Bank Private Wealth Management, and despite the recent widening of high-yield bond spreads, the firm still prefers investment-grade bonds.
Deutsche Bank's Christian Nolting suggests a more decisive and dynamic asset allocation approach to investing.