Golding Investor Days 2024

In his opening speech founder and managing director Jeremy Golding addressed this year’s motto “Valyou” - a play on words, combining “Value” and “You” - and emphasised the relevance of values for investments.

We concentrate on tried and trusted values and reinforce the core principles of sustainability that promote long-term growth.

Jeremy Golding, Founder and Managing Director

 

What sounds easy is often challenging. In particular, two things are required, namely a willingness to change and a willingness to look into the future. He concluded his welcoming address by saying our aim should be to actively shape our future and collectively leverage the enormous potential, thus opening the “Golding Investor Days 2024”.

The West in stormy seas
Turning point describes the change without offering a real explanation of the underlying trends. It’s not wrong to talk about a turning point, as historic changes seldom take place overnight, but in view of the many sudden turning points in the past decade the image of stormy seas is possibly more appropriate, according to Dr. Claus Kleber, journalist, author & documentary filmmaker in his keynote speech. 

In one fell swoop, decades of guarantees for security and peace arising from treaties and alliances are put to the test. The question is what are our values? The peace that has been established in large parts of Europe for around eight decades is a privilege. What is the value of democracy, freedom of expression and peace? If we want to preserve these values, we should learn from the consequences of the Ukraine war and take them into account in trends such as “derisking” and “decoupling”. The economy and financial markets have a considerable influence on our everyday reality. His conclusion is that there are both opportunities and responsibilities to stand up for our values and play an active role in shaping our future.

The future: rethought!

Dr. Florence Gaub, political scientist, military strategist & futurologist, opened her keynote speech by saying everybody wants to know what the future will bring. In an economic context, the question is how long will the crisis environment last, as negative headlines have dominated the media for a long time. A new feature is the pessimism of Americans.

If we were to analyse optimism in the global community, countries we might not have expected would top the rankings, with 41 percent of the Chinese population convinced that the world will be a better place in the future, followed by Indonesia and Saudi Arabia at 23 and 16 percent respectively. The only even more optimistic group is the younger generation. According to a UNICEF survey, 57 percent of 15 to 24-year-olds polled believe that the world will become a better place. On average, 54 percent of young people think their home country will be in a better position economically than their parents’ generation.

We should all learn from young people, because if you look at the fundamental data the world really is becoming a better place. Less poverty, fewer suicides, an increasing number of girls in schools in developing countries, fewer wars and fewer deaths from natural disasters are a sign that things are actually slowly improving every day.

Studies show that individual pessimism is sometimes influenced by culture, political outlook and gender. So, what does it take to adopt a more optimistic attitude to the future? Key factors include security, risk management and strong, positive visions. Letting go of old ways of thinking and concentrating on the things you can influence helps. With new visions that paint a picture of the world we would like to live in Dr. Florence Gaub encouraged us to not be surprised by the future - because the future always means change.

Success factors of alternative investments

Long-term economic trends and current capital market developments were the focus of Golding investment director Dr. Matthias Reicherter. He showed how alternatives provide access to key sectors and technologies and contribute to the diversification and overall performance of investment portfolios. He concluded that expertise, selecting the best managers and focusing on long-term success through sustainability are among the success factors.

Numerous presentations, cases studies and portfolio talks provided exclusive insights into investment practice over the two days of the conference and offered plenty of opportunity for intensive dialogue.

Doing measurable good and achieving market returns can be made possible by tried and trusted concepts and experienced fund managers

summed up Hubertus Theile-Ochel, Managing Partner, and with Golding for 24 years, during the two-day event.

Golding Investor Days 2024 | Video Highlights