"A Bentley must be accepted for tax purposes"

After the end of the financial crisis in 2009, the equity and interest rate markets rose sharply. In 2015 and 2016, however, there was a volatile sideways movement that caused concern among many investors. In 2017, equity markets reached new highs, driven by solid global economic growth and positive investor sentiment. Despite this favorable environment for equities, geopolitical risks and disappointing earnings can lead to price losses. Peter Lengsfeld from Zehenter & Partner Invest AG emphasizes the importance of rule-based investment strategies to avoid emotional mistakes. The company's strategy is based on a quantitative model that uses a wide range of macroeconomic and fundamental indicators. In view of rising interest rates and the resulting challenges, the experts at Zehenter & Partner Invest AG strive for broad diversification in liquid investments in order to ensure stability and attractive returns.

Topics in the publication

• Equity and interest rate markets after the financial crisis
• Investment strategies
• Macroeconomic indicators
• Geopolitical risks
• Interest rate trends
• Diversification
• Tax aspects
• IFA Symposium