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FERI expects demand for alternative investments such as private markets (private equity, infrastructure, real estate) and hedge fund investments to continue rising strongly in the coming years. FERI currently manages alternative investments worth 15.4 billion euros, making it one of the largest providers in Germany.
For more than 20 years, we have been offering our clients individually tailored risk management solutions. Market risks are actively managed according to risk and return parameters jointly defined in advance.
FERI is a byword for comprehensive, individual, transparent and sustainable advice and support for private clients. With over 30 years of experience, we offer private investors a wide range of asset management services.
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FERI offers its clients the entire process of investment consulting and has continuously developed it since the 1990s. Thanks to our extensive experience, self-developed research and analysing tools and the access to around 230 employees in all areas of the investment process, we create significant added value for our clients through our range of consulting services.
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"Germany must restructure its economic model"

Bad Homburg, 6/9/2022
by FERI
  • Significant loss of prosperity due to global system conflicts
  • Intensified bloc formation between East and West
  • Confrontational geopolitics generate additional inflationary effects
  • FERI expert talks with Ifo head Clemens Fuest and China expert Sebastian Heilmann

Businesses and consumers, as well as financial and capital markets, must prepare for a split in the global economy that will bring tangible losses in prosperity. In a scenario of global systemic conflict, disruptions in global value chains and a trend toward rising commodity prices are to be expected in the long term. The Ukraine war and the sharp increase in inflation are the first visible manifestations of these adverse changes. These are key findings of a prominent expert discussion hosted by FERI. "Declining profits from global trade as well as rising costs for new security architectures and a changed energy infrastructure threaten our previous prosperity on several levels," said Dr. Heinz-Werner Rapp, board member and chief investment officer of FERI.

Inflation is a cause for concern

Industrialized nations like Germany, which are heavily involved in global division of labor and trade, would be particularly affected by a further decoupling of the global economy, he said. "Germany must restructure its export-oriented and energy-intensive economic model and coordinate more closely than before at the European level in the future," said Prof. Clemens Fuest, president of the Ifo Institute. "The pressure for Germany to clearly follow the U.S. line in relation to its most important trading partner, China, is also likely to increase." Currently, the development of inflation is a cause for great concern, he said. According to the joint diagnosis of the leading economic institutes, the inflation rate in Germany will be around 6.1% in 2022. Should gas imports from Russia fail, there is even a threat of an inflation rate of 7.3%. "The ECB must fight inflation with all its might. It is high time to end the expansionary monetary policy," Fuest said. To alleviate the rising burden of inflation on consumers, he said, targeted income subsidies should be favored over subsidies to lower energy prices.

China in search of former greatness

The question of how globalization will proceed in the future was also discussed at the FERI event. After intense international cooperation over the past 30 years led by the United States, the current conflict with Russia is accelerating the formation of large power blocs that are increasingly hostile to each other, he said. "The real threat lies in the fact that with China and Russia, two authoritarian great powers are aiming to weaken the West," said Prof. Sebastian Heilmann, holder of the Chair of Politics and Economics of China at the University of Trier. As a result, he said, the world economy will no longer be globally integrated, unlike in the past, but will be divided into regional spheres of influence. China has been acting increasingly aggressively of late, he said, as it finds itself in a fierce race with the United States. "The Silk Road Initiative and the open threats against Japan and Taiwan underline China's ambitions to return to historical greatness and global importance. There is some potential for conflict here, which in the worst case could also lead to military escalation," Heilmann said.

Increased instability due to geo-economic turning point

The participants agreed that the global economy is in the midst of a geo-economic turning point. "The current decade is marked by massive upheavals. This brings with it major strategic challenges for entrepreneurs and investors, but also generates new social and political risks," said FERI CIO Dr. Rapp. Investors should respond to this in the future with more robust multi-asset portfolios, according to a key finding of the expert panel.


About FERI

Founded in 1987 and headquartered in Bad Homburg, Germany, the FERI Group has developed into one of the leading investment houses in the German-speaking area. FERI offers tailor-made solutions for institutional investors, family assets and trusts in the following areas:

The FERI Cognitive Finance Institute was formed in 2016. It is the strategic research centre and creative think tank of the FERI Group. The Institute focuses on innovative analyses and the development of methods for long-term oriented economic and capital market research. 

FERI and MLP currently manage assets of about EUR 56.6 billion in the Group, including EUR 15.4 billion in alternative investments. The FERI Group is headquartered in Bad Homburg and has locations in Dusseldorf, Hamburg, Luxembourg, Munich, Vienna and Zurich.



Media relations contact

Katja Liese

Member of the Management Board

Head of Press & Communications

T +49 (0) 6172 916-3192

F +49 (0) 6172 916-1192

presse@feri.de

FERI AG

Rathausplatz 8-10

D-61348 Bad Homburg