Deutsche Börse ETF-Forum 2015

Dr. Martin Reck,

Managing Director, Deutsche Börse Cash Market

Panel 1

Stefan Bielmeier, Chief Economist and Head of Research, DZ BANK

Dirk Schumacher, Chief Economist,
Goldman Sachs

Presentation (German only)

Edgar Walk,
Chief Economist, Metzler Asset Management

Presentation (German only)

Macro economical outlook: must the euro zone prepare for weak economic growth in the long term?

The short-term growth forecasts for the global economy are positive; the threat of recession seems to have been overcome, despite the continuing debt row with Greece and geopolitical crises such as the Russia-Ukraine conflict. These risks, however, persist and the expected interest rate turnaround could entail turbulences at the financial markets as well as a slowing of growth. The economical situation continues its course as unpredictable and challenging.

Join the discussion with leading chief economists on reasons for confidence, possible risks and noteworthy market signals.

Panel 2

Dr. Eduard Baitinger, Head of Asset Allocation, FERI Trust GmbH

Presentation (German only)

Dr. phil. Andreas Beck, Founder and Chief Executive Officer, Institut für Vermögensaufbau (IVA)

Marcus Russ, CFA Senior Fund Manager, Veritas Investment

Dr. Ulrich Stephan, Chief Investment Strategist for Private Customers and Corporate Clients, Deutsche Bank

The best ETF strategies 2016 ‒ Perspectives for stock markets in face of an interest rate turnaround

The ECB bond purchases, the EU investment programme and the oil price massively influenced the stock markets in 2015. A strong US dollar additionally boosted industrial activity in the euro zone. But what happens when the policy of cheap money is abandoned and the first interest rate increase decision is passed?

Investment experts present the evaluation of the promising regions and economical sectors where an investment in ETFs remains worthwhile and how to behave in times of strong volatility.

Panel 3

Matthias Klaubert,
Associate ETF Advisory & Trading, UniCredit Bank

Viktor Nossek, Director of Research, WisdomTree Europe

Presentation (German only)

New ETF issuer introduce themselves

The ETF market has experienced steady growth since the introduction of the first ETF 15 years ago. Today, investors can choose among numerous issuers and their products, making it increasingly challenging for new ETF issuers to find a profitable market gap.

Also in this year, Deutsche Börse welcomed new ETF issuers. Learn more about their individual strategies, product offerings and how they can benefit you.

Panel 4

Roger Bootz, Head of Public Distribution Passive Investments - EMEA, Deutsche Asset & Wealth Management

Michael Huber, Business Development Director, Invesco PowerShares

Dr. Stephanie Lang, iShares Senior Strategy Analyst, Black Rock Asset Management Deutschland

Ali Masarwah, Editor in Chief, Morningstar Deutschland

Presentation (German only)

Smart Beta ETFs: modern index concepts under scrutiny

The traditional index weighting method with a free float market capitalization approach has lately been rivaled by alternative index concepts. The so-called smart beta approaches have been established in various forms, promising an intelligent approach concerning the risk-return profile.

ETF issuers show how index composition has changed and which advantages the individual approaches offer.

Panel 5

Heike Fürpaß-Peter, Head of Public Distribution, Lyxor ETFs Germany & Austria, Lyxor International Asset Management

Presentation (German only)


Dr. Christoph Hott, Head of Investment Management - Germany, UBS – Private Wealth Advisors

Presentation (German only)

Jens Kummer, Managing Partner, Mars Asset Management

Presentation (German only)

Axel Riedel, Head of Intermediary Business, State Street Global Advisors/SPDR ETFs

Presentation (German only)

Foreign currency and high-yield bonds ‒ A path to higher returns in times of low interest rate policy of the ECB?

In the current low interest rate environment, there are hardly any bonds offering a high degree of security on the one hand and excess return on the other. In the eyes of investors, bond segments with higher returns such as high-yield corporate bonds or foreign currency bonds thus seem especially attractive.

Experts from the ETF sector explain what type of investors are best suited for the asset class and how the default and currency risk can be mitigated through ETFs.