Moderated by Manuela M. Fröhlich (Co-Founder & Partner, Fondsfrauen GmbH), this panel brings together leading voices in asset management — Georg von Wyss (Partner, BWM Value Investing), Alex Rauchenstein (Managing Partner, SIA Funds), René Nicolodi (Head of Equities & Themes, Zürcher Kantonalbank), and Damian Burkhardt (Senior Portfolio Manager, EFG) — to debate the role of active management in today’s markets.

The discussion covers the key strengths of active investing, including precise stock selection, proactive risk management, and strategic flexibility in uncertain environments. The panellists share their perspectives on when active strategies have the greatest edge over passive approaches, the traits that define successful fund managers, and how macroeconomic shifts can be leveraged for superior performance. Drawing on decades of investment experience, they provide valuable guidance for both institutional and private investors seeking to navigate complex market conditions.

More podcast episodes and information: www.finanz-ch.ch
More about Fondsfrauen GmbH: www.fondsfrauen.com
More about BWM Value Investing: www.bwm.ch
More about SIA Funds AG: www.sia-funds.com
More about Zürcher Kantonalbank: www.zkb.ch
More about EFG: www.efginternational.com

Disclaimer

DE: Der Inhalt dieser Folge dient der allgemeinen Information und ist keine Empfehlung zum Kauf oder zur Veräusserung bestimmter Finanzinstrumente. Alle Angaben sind ohne Gewähr und es handelt sich nicht um Anlageberatung.

EN: The content of this episode is for general information purposes only and does not constitute a recommendation to buy or sell specific financial instruments. All information is provided without guarantee and does not constitute investment advice.