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Nachholpotenzial bei europäischen Nebenwerten?

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Manage episode 394477528 series 2306791
Content provided by DRESCHER & CIE AG and CIE AG. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by DRESCHER & CIE AG and CIE AG or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Lorenzo Carcano, Co-Head des Team Equity und Manager des European Smaller Companies Sustainability Fund bei Metzler Asset Management, erklärt, warum die Diagnose unterbewerteter europäischer Nebenwerte mehr als die Reflexempfehlung eines zuständigen Fondsmanagers ist. Wir erörtern das Potenzial, historische Muster, die Phase im aktuellen Zyklus und mögliche Zielgruppen von Investoren, die über etwaige Engagements nachdenken sollten.
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259 episoade

Artwork
iconDistribuie
 
Manage episode 394477528 series 2306791
Content provided by DRESCHER & CIE AG and CIE AG. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by DRESCHER & CIE AG and CIE AG or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Lorenzo Carcano, Co-Head des Team Equity und Manager des European Smaller Companies Sustainability Fund bei Metzler Asset Management, erklärt, warum die Diagnose unterbewerteter europäischer Nebenwerte mehr als die Reflexempfehlung eines zuständigen Fondsmanagers ist. Wir erörtern das Potenzial, historische Muster, die Phase im aktuellen Zyklus und mögliche Zielgruppen von Investoren, die über etwaige Engagements nachdenken sollten.
  continue reading

259 episoade

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