We spoke with Investment Strategist and regular macro commentator Philipp Vorndran, who heads the Investment Strategy at Flossbach von Storch – one of the leading independent asset managers in Germany.
Philipp outlines their approach to portfolio management during a period of major economic headwinds. He sees inflation remaining high throughout the decade and explains the structural reasons behind current dollar strength.
Institutional and private investors exposure to real assets, gold and quality equities will protect a portfolio over this challenging period.
Website: www.flossbachvonstorch.de
Guest:
Philipp Vorndran, Head of Investment Strategy, Flossbach von Storch