An interview with Stefan Kreuzkamp discussing Deutsche AWM's investment process and strategies for investors. The process involves fundamental analysis, portfolio construction, client-specific adjustments, and quality management. Kreuzkamp suggests a barbell strategy for a German middle-aged investor with an average risk appetite and 100,000 euros in 2016, focusing on European equities, U.S. and euro high-yield debt, and short-dated fixed-income papers.
documents/vol00010-efta01459019-pdf.pdf
{"title":"Interview with Stefan Kreuzkamp","key_people":["Stefan Kreuzkamp"],"document_date":"2015-12","document_type":"correspondence","key_locations":["Germany"],"document_subtype":"interview","key_organizations":["Deutsche AWM"],"reference_numbers":["DB-SDNY-0119216","SDNY_GM_00265400","EFTA01459019"]}