Ownership – The perspective of a long-term shareholder
In this edition, we explore the continued outperformance of US stocks to European stocks, driven by a relentless tech boom. While the valuation gap continues to spark debate year after year, we question whether index comparisons alone provide meaningful investment guidance. Instead, we take a closer look at opportunities in both markets – comparing apples with apples and oranges with oranges – to uncover where the real value lies.
Meet our equity fund management experts
As the authors of this equity series, our team shares valuable insights, in-depth analyses, and expert perspectives to help you navigate the equity markets with confidence.
(From left: Fund Managers Ludwig Palm and Michael Altintzoglou, Portfolio Director Kubilay Yalcin, and Head of Equity Fund Management & Partner Michael Illig)
Flossbach von Storch - Global Quality
Flossbach von Storch - Emerging Markets
