Thomas Romig comments on Risk-off
Thomas Romig is managing director, head of Multi Asset Portfolio Management at Assenagon in Frankfurt, and a member of InvestmentEurope’s Editorial Board.
In January 2016 he commented on the following question:
Q.Have you had to review your fund selection (and/or asset allocation) positions in any particular way in light of the recent risk-off shift in global markets experienced at the start of 2016?
A. We monitored all our selected funds, and weren’t surprised by their performance behaviour.
Our asset allocation was highly active in the last three weeks [to mid-January], and we are happy that we had positioned ourselves with various intelligent options based strategies.
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