Work at the interface between research and investment practice: recurring publications for investors, expert reports for public institutions, and selected media contributions.
Investment research
Remaco Report: Capital Market Expectations in Swiss Francs
Quarterly publication, 2024–2026. A quantitative assessment of the return, risk, and correlation expectations published by more than 25 institutional investors worldwide, translated into a Swiss-franc perspective.
All issues →
Expert reports for public institutions
Potential of Venture Capital in the European Union
With Tereza Tykvová and Mariela Borell. European Parliament, Policy Department A: Economic and Scientific Policy, Brussels, February 2012. PE 475.088.
PDF →
Housing Markets and Intra-Euro Area Macroeconomic Imbalances: Identifying Policy Instruments
With Marcus Kappler, Felix Schindler, Frauke Schleer, Atılım Seymen and Peter Westerheide. European Commission, Directorate-General for Economic and Financial Affairs (DG ECFIN), 2011.
Details →
Finanzierungsstrategien wohnungswirtschaftlicher Akteure unter veränderten Rahmenbedingungen auf den Finanzierungsmärkten
With Felix Schindler and Peter Westerheide. German Federal Ministry of Transport, Building and Urban Development (BMVBS), BMVBS-Online-Publikation 04/2011.
PDF →
Wirtschaftsfaktor Immobilien
Joint report with IW Köln and the University of Regensburg, commissioned by Deutscher Verband für Wohnungswesen, Städtebau und Raumordnung and Gesellschaft für Immobilienwirtschaftliche Forschung (gif), 2013.
PDF →
Commentary
The Power of Many: Model Ensembles in Forecasting and Investing
Two-part series, Vontobel Asset Management, Viewpoints, 2025. Why combining forecasts improves accuracy, how ensembles are built in practice, and what this means for stock return prediction.
Part I → · Part II →
«Es gibt keine vollständig passiven Portfolios»
Interview, Finanz und Wirtschaft, 2025.