Christian Jost
“Since the beginning of 2009 international stock markets have been marked by a high degree of volatility. Due to negative economic forecasts, mainly triggered by the growing necessity for government intervention in the banking sector, and disappointing quarterly results, equities continued their downward trend. Recent data confirms the scenario of a sustainable global recession. It remains uncertain as to how far the bailout plans introduced by several countries will be able to provide the desired relief. In our portfolio, equities, bonds and real estates were reduced in favour of cash and commodities.”
AMOUNT () FUND
15,000 Goldman Sachs Euro Government Liquid Reserves Fund
15,000 Kathrein Euro Bond
15,000 S5 Thesaurierer
13,000 Cash
10,000 C-QUADRAT Absolute Euro Bond Thesaurierer
8,000 Europe Return Fund Thesaurierer
8,000 UniEuroRenta Governments T Thesaurierer
7,000 C-QUADRAT Absolute Euro Long Short
7,000 JPMorgan Liquidity Fds-Euro Gov.Liquidity C-Thes.
1,000 DB Platinum - Commodity Euro
1,000 Threadneedle Global Select Fund A1-Thes.
