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 exceeding 15 billion euros, making it one of the largest providers in Germany.
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In institutional asset management, FERI offers a broad range of asset management services for institutional investors. Our investment specialists have many years of experience in all asset classes and follow a multi-asset approach ranging from the development and implementation of individual investment strategies to quantitative risk management and control.
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 exceeding 15 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 carries out a cost check in three steps and determines the costs for mandates, depositaries and investment management. In times of persistently low interest rates, these are a key factor in the performance of any portfolio.
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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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High-tech metals and rare earths: The next raw material trap for Europe


by FERI Cognitive Finance Institute
  • Imminent supply gap for future-relevant metals
  • Raw material dominance of China and Russia jeopardizes the global energy transition
  • FERI Cognitive Finance Institute analyzes the dependency of important future industries

High-tech metals such as palladium, nickel, lithium and neodymium play a decisive role in the development of important future technologies. However, the availability of these strategic raw materials depends to a large extent on suppliers such as China or Russia. “But these countries no longer see themselves as part of a free and open world market. In addition to the current gas crisis, there is also a risk of an explosive raw material trap in Europe for strategic metals," warns Dr. Heinz-Werner Rapp, founder and director of the FERI Cognitive Finance Institute, in a current analysis.

Dangerous dependencies on important future issues

Accordingly, high-tech metals and rare earths are of essential importance in many areas. This applies to all processes associated with digitization and decarbonization, including telecommunications, wind power and electromobility. Germany in particular relies mainly on imports from China and Russia, according to the analysis by the FERI Cognitive Finance Institute: 19 of the 30 raw materials classified as critical by the EU came from China. "It is very worrying that China often not only dominates the raw materials, but also the downstream value chain up to the end product," says Rapp. The corona pandemic had already revealed how risky such dependencies can be, but the latest developments in Russia have massively increased this risk. The importance of strategic metals is made clear by the example of lithium, which as a battery raw material for electric vehicles is an indispensable key component of the energy transition. “Lithium demand will increase at least twentyfold by 2050. This is already leading to noticeable shortages today,” warns Rapp. China is also one of the most important producing countries for lithium and also dominates global processing. "Here's the new dilemma: The more Europe tries to break away from Russian natural gas through alternative energies, the greater the dependency on strategic metals," says Rapp.

Geopolitical turning point exacerbates global supply situation

In the area of ​​strategic metals, Europe has so far (as in the case of energy) neglected the aspect of a secure supply of raw materials. Dependence on politically dubious actors continues to increase, reinforced by current geoeconomic trends. "The previous world order is becoming increasingly unstable - there is a threat of a new Cold War with a split in the world economy into separate hemispheres," emphasizes Rapp. Any new geopolitical tension, triggered by a conflict between the USA and China over Taiwan, for example, could then lead to a drastic deterioration in the global supply situation for strategic metals. Entrepreneurs and investors should adapt to this scenario in a timely manner: Industries with a high demand for strategic metals must be closely monitored with a view to possible supply risks; at the same time, selective raw material sectors and topics such as recycling also offer attractive opportunities.

The detailed analysis is available in German in the download section.


About FERI Cognitive Finance Institute

FERI Cognitive Finance Institute is the strategic research centre and creative think tank of the FERI Group, with a clear focus on innovative analysis and method development for long-term aspects of economic and capital market research. The institute uses the latest findings from areas such as behavioural economics, complexity theory and cognitive science.

The FERI Cognitive Finance Institute is backed by an experienced team with an interdisciplinary background, many years of research practice and specific expertise. In addition, it has access to a top-class network of external experts from science and academic think tanks.

The Institute was founded in 2016 by Dr. Heinz-Werner Rapp, CEO of FERI AG and CIO of the FERI Group, for which he has worked since 1995. Rapp studied economics at the University of Mannheim and received his doctorate on psychologically influenced investor behaviour ("Behavioral Finance"). He has worked on alternative capital market models for many years and has developed key principles of the "Cognitive Finance" theory.

FERI has operated as an independent investment house since 1987, with a focus on investment research, investment management and investment consulting. The name FERI stands for "Financial & Economic Research International".



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