Clips

Alexander The 60/40 portfolio is dead, long live the 60/40 portfolio?

Do investors have to move away from a rigid 60/40 allocation in the current market environment? Or does the 60/40 portfolio still have a golden future despite all the criticism? Four asset managers discuss with Alexander Pirpamer from BlackPoint Asset Management, who focuses on one thing above all: flexibility.

Dividend is the new interest rate?

That was once – now interest is back. But there are still dividends, you might have to classify them a little differently. In this panel with Philipp Hohmann, portfolio manager at EB-SIM, Axel Brosey, senior portfolio manager at Lloyd Fonds AG, and Alexander Pirpamer, managing director at BlackPoint Asset Management, Christian W. Röhl asks which dividend strategy is the right one now and what dividends have to do with sustainability.

"Brand Voice". This video series is about the person behind the brand.

The history of a brand is determined by the people who bring it to life. There are not only many emotions behind it, but also personality. In the new format of DAS INVESTMENT "Brand Voice", publisher Peter Ehlers speaks to managing directors of prominent brands and explores the stories behind them.

In the first episode of this three-episode series, Eduardo Mollo Cunha, Managing Director of BlackPoint Asset Management, talks about his special career start. His professional career has taken him from the law lecture hall to the stages of German state theaters to the German fund industry - stations that are probably not often found together in a CV.

The change in German fund sales - sales professional Eduardo Mollo Cunha, co-founder of Blackpoint Asset Management, has experienced it up close over the past 20 years. In an interview with DAS INVESTMENT publisher Peter Ehlers, he gives a special insight into a world that is very familiar to him.

Blackpoint Asset Management - just another provider in a confusing mass of fund houses? Absolutely not, thinks Eduardo Mollo Cunha. In the third episode of our video series, the Blackpoint CEO explains the idea behind the company - and what makes it unique.

"Bonds seem to be attractively valued" (Portfolio Manager Marcel Huber)

In the currently challenging market environment, Marcel Huber, senior portfolio manager at BlackPoint Asset Management, sees more opportunities in the bond area and wants to increase the allocation in his multi-asset fund there. In the video he explains why he is not worried about an increased default rate for high-yield bonds and why interest rates cannot rise indefinitely.