Tikehau’s Friedberger to outline allocation at Lausanne Summit
Thomas Friedberger, head of Equity strategies at Tikehau Investment Management is set to discuss selection asset allocation amid global market uncertainty, when he takes part in the upcoming Pan-European Summit Lausanne, 19-21 April.
Friedberger notes that investors face several current challenges, including equity markets not looking cheap by historical standards, declining macroeconomic fundamentals across many regions, and an increase in market volatility.
Yet, there are also pockets of opportunity, with performance dispersions widening, capital is being misallocated, and increased need to focus on company margins at a time when it is difficult to raise factory gate prices because of deflationary pressures. Investors must focus on those companies that can maintain competitiveness in the face of such factors, and which stand to outperform in coming years.
Friedberger started his career in 1996 and has been working in trading since then. After four years spent in Milan and Paris at Société Générale in convertible bonds and derivatives markets and a year at JP Morgan in credit and rates markets, he worked for 13 years at Goldman Sachs in the London, Paris and Milan offices on forex derivatives, convertible bonds and equity, index and funds derivatives. Before joining Tikehau IM, he was managing director in France and Benelux from 2008.