Macro Hive Conversations With Bilal Hafeez

Christian Hille on Exponential Growth, Avoiding Low Returns, and Errors in Risk Management


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Christian Hille is the General Manager and Head of Wealth Management at Fürstlich-Castell'sche Bank (FCB) in Germany. FCB was founded in 1774 and is one of the oldest private banks in Germany. Before FCB, Christian was Global Head of Multi Asset & Solutions at DWS- Deutsche Bank's asset management arm, where he was responsible for EUR100bn in assets. In this podcast, we discuss:

  1. Living in exponential times
  2. The dramatic change in investment efficient frontiers
  3. Why expected investment returns could be half compared to recent decades
  4. How investors will respond to low growth
  5. The best way to think about risk management
  6. Taking advantage of extreme market moves
  7. Using optionality in rates to hedge against risk scenarios
  8. Where to get returns in a low interest world
  9. Why gold and defensive stocks are attractive
  10. How to access private equity
  11. How the financial industry will evolve
  12. Books that influence Christian: The Universe In You: Rumi , Mindset (Dweck), Principles (Dalio)
...more
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Macro Hive Conversations With Bilal HafeezBy Bilal Hafeez

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