Dr. Constanze Jacobs’ Post

Interested in what‘s around the corner for AIFMs and UCITS mancos due to the new #AIFMD II? Here‘s our glimpse:

Dr Hendrik Leber talks about our ACATIS Aktien Global Fonds in the new video and answers the following questions: - With the ACATIS Aktien Global Fonds you invest according to modern value criteria. What is special about your „Buffett 2.0“ approach? - The fund has been around since 1997 and is a popular basic investment. What should investors know about it? - What are the latest developments in the fund? See for yourself... Further information on the ACATIS Aktien Global Fonds can be found on our website: https://lnkd.in/e_bnJBsR #ACATIS #HendrikLeber #Buffett #ValueInvesting #ValueFunds

Johannes Hesche, Head of Qualitative Portfolio Management at ACATIS Investment, answers the following questions in the new video on the ACATIS Value Event Fonds: - Please briefly explain the fund concept. - What does „event“ stand for in the fund name? - What criteria do you use to select securities for the fund? - What makes the fund unique? See for yourself... Further information on the ACATIS Value Event Fonds can be found on our website: https://lnkd.in/enHNgq8Q #ACATIS #ValueInvesting #ValueFunds #BalancedFunds

Mario Draghi‘s report „The future of European competitiveness – A competitiveness strategy for Europe“ contains so many important proposals with a link to financial regulation and the regulation of capital markets. Just think of the report‘s proposals to: - Harmonise the insolvency framework - Eliminate taxation obstacles to cross-border investing in the EU - Assess Solcency II capital requirements on long-term equity investments - Use a single, clear methodology to quantify the cost of new legislation - Implement the announced by 25% of reporting obligations - Uphold proportionality for SMEs - And many more From our perspective, a strong and competitive European capital market is crucial to encourage growth and improve economic resilience. Take a look at our view on the report and several more proposals. Looking forward to analyzing the report in even greater depth and its impact on future regulation. #cmu #regulation #insurance GDV Gesamtverband der Deutschen Versicherungswirtschaft e.V. Elias Hartmann Lenka De Mauro Tim Ockenga Dr. Volker Landwehr Thiemo Hustedt Margarita Winter Dr. Christian Kemter Vincent Trautner Daniela Werner https://lnkd.in/edNST8dx

ACATIS Datini Valueflex Fonds - radically individual... Dr. Hendrik Leber answers the following questions in the new video on the ACATIS Datini Valueflex Fonds:   - ACATIS Datini Valueflex Fonds – What does the special name of the fund stand for? - You only manage opportunities and not risks. What does that mean? - What distinguishes the fund from other funds in the same category? What are its strengths?   See for yourself...   Further information on the ACATIS Datini Valueflex Fonds can be found on our website: https://lnkd.in/epxZyPTY   #ACATIS #HendrikLeber #ValueInvesting #ValueFunds #BalancedFunds

The current edition of the Swiss Sunday newspaper "Sonntagszeitung" (SZ) reports on new findings of the Swiss parliamentary investigative commission on the downfall of Credit Suisse (CS). The mentioned parliamentary investigative commission (PIC) is active since approximately one year. Pursuant to the SZ, the PIC found out that then Finance Minister Ueli Maurer played a more active role in the collapse of CS than previously assumed (see also, without paywall, this article in the Swiss daily "20 Minuten": https://lnkd.in/d_5A7962). According to the SZ, the draft PIC report shows that Mr. Maurer regularly held secret meetings with then SNB Chairman Thomas Jordan and then CS Chairman Axel Lehmann between October 2022 and the end of the year 2022. Allegedly, these meetings were neither recorded in minutes nor were the contents passed on to the Swiss Federal Council, Switzerland's government, or the responsible committees, as would actually be required. Are the Swiss authorities aware of how the events surrounding the demise of CS are perceived abroad? CS is being handed over to its competitor at a bargain price. In this context, AT1 bonds worth CHF 16 billion are being wiped out at the stroke of a pen in a cloak-and-dagger operation. The PIC declares that it wants to keep its investigation files under lock and key for 50 years. AT1 investors have been waiting for a year for something to happen in their appeal proceedings before the Swiss Federal Administrative Court in St. Gallen, and are still waiting. And now secret meetings between the then Minister of Finance and the then Chairman of the SNB and the then Chairman of CS, which allegedly were not properly recorded and reported, have come to light? Goodness, are we living in a banana republic? #finance

ACATIS QILIN Marco Polo Asien Fonds - Investing in Asian champions Dr Stefan Albrecht, portfolio manager of our ACATIS QILIN Marco Polo Asien Fonds, answers the following questions in the new fund video: - Why does the fund also bear the name „Marco Polo“? - The ACATIS QILIN Marco Polo Asien Fonds focuses on China. Why do you see opportunities here in particular? - What distinguishes the fund from other funds in the same category? - What are ist strengths? - What else should an investor definitely know about the fund? See for yourself... Further information about the ACATIS QILIN Marco Polo Asien Fonds can be found on our website: https://lnkd.in/egRNM4hX #ACATIS #ValueInvesting #ValueFunds #QILIN #AsiaFunds #EquitieFunds

forFIB financialinvestmentbook 2024

NVDA reports earnings this week. Consider selling the May 24, $1,000 call if you're long. The option premium is $24. For example, if you own 1,000 shares, you can generate $24,000 in income, and if NVDA is called, your gain is 8% from today's price. The options market is predicting a 6% move into earnings. Options involve risk and are not suitable for every investor. #NVDA

𝐌𝐢𝐂𝐀𝐑 𝐢𝐧 𝐭𝐡𝐞 𝐍𝐞𝐭𝐡𝐞𝐫𝐥𝐚𝐧𝐝𝐬: 𝐮𝐩𝐝𝐚𝐭𝐞 𝐨𝐧 𝐥𝐨𝐜𝐚𝐥 𝐬𝐮𝐩𝐞𝐫𝐯𝐢𝐬𝐢𝐨𝐧, 𝐭𝐫𝐚𝐧𝐬𝐢𝐭𝐢𝐨𝐧 𝐩𝐞𝐫𝐢𝐨𝐝 𝐚𝐧𝐝 𝐞𝐧𝐟𝐨𝐫𝐜𝐞𝐦𝐞𝐧𝐭 𝐦𝐞𝐚𝐬𝐮𝐫𝐞𝐬 Earlier today, the MiCAR and TFR implementing Decree was published for consultation. Below the key points on MiCAR. 𝑫𝒊𝒗𝒊𝒔𝒊𝒐𝒏 𝒐𝒇 𝒕𝒂𝒔𝒌𝒔 𝒃𝒆𝒕𝒘𝒆𝒆𝒏 𝒕𝒉𝒆 𝑨𝑭𝑴 𝒂𝒏𝒅 𝑫𝑵𝑩 Most of us are already aware that MiCAR supervision will be divided between the AFM and DNB. As a general rule, the AFM will supervise Title II (crypto-assets other than ARTs and EMTs), Title V (CASPs) and Title VI (market abuse), and DNB will supervise Title III (ARTs) and Title IV (EMTs). The Decree reveals the following exceptions : (i) For CASPs: although the AFM is the primary supervisor, DNB will supervise the qualifying holder and prudential requirements. (ii) For EMT and ART issuers: although DNB is the primary supervisor, the AFM will supervise the marketing communications and white paper requirements (either instead of or together with DNB). - 𝑻𝒓𝒂𝒏𝒔𝒊𝒕𝒊𝒐𝒏 𝒑𝒆𝒓𝒊𝒐𝒅 𝒇𝒐𝒓 𝑪𝑨𝑺𝑷𝒔 The Decree also includes the shortening of the transition period for CASPs under article 143(3) MiCAR from 18 to 6 months. A new detail is that the explanatory notes to the Decree suggest that the transition period is only open to those already registered with DNB; market participants that are already active in the Netherlands and currently unregulated do not seem to be eligible for the transition regime. - 𝑬𝒏𝒇𝒐𝒓𝒄𝒆𝒎𝒆𝒏𝒕 𝒎𝒆𝒂𝒔𝒖𝒓𝒆𝒔 Lastly, Decree governs the enforcement powers of the AFM and DNB as also outlined in MiCAR. The consultation ends on 19 February 2024. You will find it here: https://lnkd.in/eJMbW8Gm (Dutch only) #MiCA, #MiCAR