The name TiAM Fund Forum Hybrid 2022 is not for nothing. The conference takes place in one of the hottest locations in Germany. With its integrated media center, the Haus der Bayerischen Wirtschaft is considered a pioneer of what has become increasingly natural after the Corona lockdown: meetings and conferences take place on site in the right environment. Speakers are interviewed on camera. The events are also streamed live over the Internet.
WATCH THE SPEAKER INTERVIEW: CLICK HERE…
If you register in good time, you can attend lectures and workshops online from your home office or office.
Still, the live event on the site is definitely something else. Asset managers and financial advisors at the TiAM Fund Forum Hybrid 2022 in Munich appreciate meeting experts and three keynote speakers from the six selected fund companies in person, talking to them, asking important questions – or just having a glass of water. wine together. The professional atmosphere does the rest in a pleasant atmosphere.
Accordingly, the mood calms down. You can feel that many people out there enjoy being able to make contacts again after two and a half years of corona restrictions. At the same time, the topics discussed on the podium in the program hall in the first half of the day ensure the necessary enthusiasm.
even by lecture dr Helmut Becker, former chief economist at BMW AG and founder of the Institute for Economic Analysis and Communication (IWK), gives rise to discussion. It is about the core issue of this republic: the transformation of the automotive industry. Brussels actually decided to phase out the internal combustion engine. It was a mistake, says Baker. The combustion engine itself is a good idea. A complete switch to electromobility is hardly possible in view of the billions of combustion cars currently available worldwide. In addition, from an environmental point of view, it makes little sense to run billions of electric vehicles on coal. Fossil fuels in the form of petrol and diesel, kerosene and heavy oil are obsolete. On the other hand, so-called e-fuels are part of the solution. These synthetic fuels will recycle existing CO2 from the air or from steel making. That would make them carbon neutral. In addition, there is infrastructure for fuel. Baker sees electromobility as a dead end. Baker also criticizes the closure of nuclear power plants. Forgoing nuclear power here and buying electricity from French nuclear power plants at the same time is currently unprofitable. Nuclear power is needed as an interim solution until sufficient regenerative energy is available.
The two following workshops also hit the nerve and the interest of the audience present.
first show Peter Baker, Investment Director at Capital Group Fixed IncomeThe opportunities currently unfolding in the high yield and emerging market debt market and in this context, Capital Group presents an investment strategy and leverage of global high income opportunities. According to Baker, emerging markets fundamentals remain solid. However, it is very important to look at the countries individually and choose the pros and cons. Baker explicitly gives examples and explains the connection between the economy and bond markets.
go back Wolfgang Ficus, product specialist at Comgest, directly addresses the tense world situation and shows special opportunities for investors. According to Ficus, the cycle of high inflation, rising interest rates and the conflict in Ukraine is currently causing a lot of uncertainty. In such a tense market environment, it is advisable to remain calm and make targeted investments. There are enough rock-solid and fast-growing companies to be found in Europe. In recent weeks, growth company sell-offs have resulted in very cheap valuations. The low price-earnings ratio proved this effectively. Biggest Growth Smaller companies in Europe are well positioned in this environment. Over the past two decades, the fund has not only outperformed many large-cap funds, but also with less volatility. Small caps currently offer very good prospects.
With this good news, the participants of the TiAM Fund Forum Hybrid 2022 are taking a break. The next lecture will continue in a few minutes. Andreas Fitzner from the asset management company Eib & Walwitz explains the effects of interest rate changes on the topic of sustainability.