Michael Richter
Michael Richter, head of asset management team, Epicon Investment
Based in: Vienna, Austria
“The uncertainty about the situation in Iraq on the one hand, and of Yukos on the other, put pressure on global equity markets and spurred bond prices as well as inflation. According to our increased inflation expectation, we realised profits in the Invesco GT Global Corporate Bond Fund and invested this money in the Invesco GT Euroland Bond Fund, which is a fund investing in European inflation linked bonds.”
Amount (E) Fund
12,000 American Express Epic Emerging Market Liquidity
10,000 M&G Global Leaders (Equity global)
8000 JPM Fleming International Bond
8000 Meinl European Land (real estate Eastern Europe)
7000 Invesco GT Global Corporate Bond Fund (Investment grade)
7000 Newton Japan Equity
7000 Oyster FFP Emerging Markets
6000 Fidelity European Growth
6000 Invesco Extra Income (Global corporate bonds, focus BB rating)
6000 Griffin Eastern European (Equity Eastern Europe)
5000 Nordea I North America Value
5000 American Express European Small & Mid Cap
5000 Aberdeen Sovereign High Yield Bond (Emerging markets bonds)
4000 Merrill Lynch US Small Cap Value
4000 American Express Epic Global High Yield Euro
