Europe’s Lurking Asset Allocation Crisis

Published on
September 20th, 2019
Duration
58 minutes


Europe’s Lurking Asset Allocation Crisis

The Interview ·
Featuring Philipp Vorndran

Published on: September 20th, 2019 • Duration: 58 minutes

Philipp Vorndran, investment strategist at Flossbach Von Storch for a decade and former chief investment strategist at Credit Suisse Asset Management, speaks bluntly about Europe's money management business and the approach he is taking at his firm to maximize total return for investors. He shares his global perspective in the face of an uncertain outlook for investment in European-based companies. In addition to detailing his firm's asset allocation strategies, Vorndran also tackles the need for physical gold, and addresses the coming crisis in European pension companies who are universally under-leveraged to equities. Filmed on August 30, 2019 in Cologne, Germany. Learn more about Macro Insiders here: http://www.realvision.com/macro-insiders

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