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There are no commercial services provided. Following the principles
of the “ALL IN or ALL OUT” concept, I exclusively manage
my own personal wealth and that from my family.
The reason to make my investment concept public
is to build up a community believing in the same investment principles
and to exchange views on viable stress indicators. I am always on
the lookout for indicators that have a global or regional impact,
are accurate, timely available and incorporate forecasting elements.
In a world of rapid and structural change, the
importance of emerging markets will further increase over time.
Emerging market stress indicators are already well present in the
“ALL IN or ALL OUT” concept. However, the future challenge
will be to find an appropriate and balanced way to account for these
continuing changes.
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Asset
Management with Focus on Tactical Asset Allocation
