| 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 Timestamps: 00:00 - Intro 01:33 - Why inflation is heading higher this decade 05:34 - Portfolio strategy – Loading with real assets 09:29 - Gold for the known and unknown risks 11:50 - Portfolio allocation – real asset driven 13:27 - Which real assets – equities, gold, real estate 16:37 - ESG is leading to better managed companies 19:39 - Structural reasons for dollar strength now Guest: Philipp Vorndran, Head of Investment Strategy, Flossbach von Storch |
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