Börsenradio | Uwe Eilers, CEO of Frankfurter Vermögen, in an interview with Andreas Groß (Börsenradio) about a world oscillating between ‘War and Peace’ and ‘One Flew Over the Cuckoo’s Nest’. In the midst of geopolitical tensions, the capital markets and investors are preoccupied with the high level of US government debt (including the weakness of the dollar) and the risk of inflation. Asset manager Uwe Eilers (Frankfurter Vermögen): ‘Either the debt has to be inflated away or the government has to economise and raise taxes.’
The next Wall of Worry is the US President’s tariff policy. Is the situation on Wall Street better than the mood? Eilers assumes that American companies have indeed become cautious. “And citizens could also consume less in the future. That is a major risk.” He continues to see opportunities in the tech sector – albeit more in the second tier.
The radio programme is in German,
Börsenradio | Uwe Eilers, CEO of Frankfurter Vermögen, in an interview with Andreas Groß (Börsenradio) about his assessment of the tense geopolitical situation and the market situation in the USA. ‘The economy is far from out of the woods!’ His strategy: remain defensive, utilise opportunities in a targeted manner. During the flash crash, his team made massive purchases – ‘automotive stocks, utilities, …, all over the place!’ Europe is now overweighted, while US equities have been reduced. In his view, high inflation and political uncertainty in the USA are weighing on the sustainability of the markets. He is also sceptical about Ukraine: ‘Negotiations are often a political show.’ Bonds remain unattractive for him. Diversification remains a must. ‘A cool head is our best advisor’ – under this motto, Eilers actively protects client assets.
The radio programme is in German
Video interview | In this interview, Uwe Eilers, CEO of Frankfurter Vermögen, describes the potential impact of the customs decisions made by the current US President Donald Trump. The bond market in particular plays a central role here. A potential loss of confidence in the US dollar could have long-term consequences for the US economy.
Börsenradio | Uwe Eilers, CEO of Frankfurter Vermögen, in a conversation with Peter Heinrich (Börsenradio) about the special expenses for infrastructure and the military in the federal budget. All at the expense of social benefits? Eilers cannot rule this out. The reaction was not long in coming: ‘There was a crash in interest rates – and a double crash in the bond market: in the euro and the dollar.’ The interest rates for construction also depend on the bond markets.
The radio report is in German.
Citywire | The Bad Homburg-based wealth manager FV Frankfurter Vermögen is on a growth trajectory and is looking to strengthen its team. Specifically, three experienced private bankers/wealth managers are being sought, as Citywire Deutschland has learned from founder and board member Uwe Eilers.
The article is in German.
V-Bank Themendienst | Author: Jürgen Brückner | The new beacon of hope and its pitfalls. Although quantum computers enable revolutionary calculations, the road to widespread commercial use remains rocky. Investors need patience to take advantage of the opportunities.
The article is in German.
private banking Magazin | The FV Global Bonds (ISIN: DE000A2PS2X2) from FV Frankfurter Vermögen invests primarily in emerging market currencies, which are often considered to be more volatile than traditional hard currencies. In the ChampionsView of 29 January 2021, Uwe Eilers, founder and CEO of Frankfurter Vermögen, explains in an interview with Malte Dreher, publisher of DAS INVESTMENT and private banking magazine, why this view is outdated. This is where the fund comes in, with a significant proportion of AAA ratings in the portfolio, a short duration in the corresponding currencies to achieve outperformance while keeping the risk profile moderate. Even the classification as an Art. 8 fund does not pose any restrictions and can be combined with a focus on emerging markets.
The interview is in German and does not constitute a recommendation to buy
Börsenradio | Uwe Eilers, CEO of Frankfurter Vermögen, in an interview with Andreas Groß (Börsenradio) about high valuations and what investors can expect after two successful years on the stock market.
The radio programme is in German
Citywire | In November, FV Global Bonds recorded its highest monthly inflows for at least four years. The strategy of asset manager Frankfurter Vermögen collected €6.6 million last month – since the beginning of the year, net inflows have totalled €11 million.
Frankfurter Allgemeine | Shortly before Christmas, the organisers and the main sponsor of the LIONS Charity Golf Tournament in Bad Homburg hand over the donations collected. A total of €4,000 will go to the Frankfurt railway station mission.
The article is in German