Real Name: Lothar Mentel
Occupation: Analyst, Fund Manager, Market Professional
Interests: Hedge Funds, Stocks
Lothar is head of the multi manager team at Octopus. He is a director of Octopus Investments and specialises in quantitative analysis and investment product design and management. Prior to joining Octopus, Lothar held senior positions with Commerzbank Asset Management, Barclays Wealth, Threadneedle and NM Rothschild. He designed and launched the Barclays Multi Manager funds. Lothar is a regular contributor to industry conferences, publications and industry body work-groups. He has over 15 years' investment management experience.
Lothar was educated in Germany and holds a degree in Business and Economics.
Octopus Investments is an investment company with a difference. We listen to our customers and design products that really meet their needs. Then we work to make the investment experience simple and clear for investors and advisers. We never forget it's your money we manage. We're an award-winning, market-leading company known for service and innovation. We offer a wide range of products to suit investors with different needs. These include Venture Capital Trusts (VCT), Enterprise Investment Schemes (EIS) and Inheritance Tax (IHT) investment solutions, as well as multi manager funds.
Web Address: http://www.octopusinvestments.com
8 Angel Court
Tel: 0800 316 2349
Momentum is with risk assets at present. The implementation of QE2 back in November appeared to quieten down the bears and draw a line under the likelihood of a double dip recession. That said, the world has not changed greatly since the beginning of 2010 - the same threats of sovereign debt weakness, poor credit conditions, heavily indebted consumers and high unemployment are still very…
The debate rages on between those that believe the global economy is heading back into recession, the so called double-dip, and those that believe the recovery remains on track, albeit at a slow and protracted pace. Our current belief is that the latter scenario is more likely. Recent rises in equity markets suggest that this view is gaining wider support. Equity markets enjoyed a good…
Markets remain unsettled. They're still reacting predominantly to bad news rather than good, and there's still a fear among many investors of a double dip recession. Markets are very sentiment driven, but we can weigh up all the recent good and bad news and also consider where we're at in the economic cycle. This shows us that progress is being made in both the global…
Fear is stalking the markets once again. Investors have become extremely sensitive to even the slightest sign of bad news. It is rare to see equity markets reacting the way they have over the past weeks, with market upheavals occurring before any major event has actually taken place. It’s even rarer to see market falls resulting simply from the anticipation of future events. However, there…
Germany's decision to unilaterally ban naked short selling of European government bonds and certain German financial stocks has ricocheted through global stock markets, leading to a global stock market sell-off. This adverse global response, though it may well have come as a surprise to the German administration, now adds to their already bad track record of misjudging the wider economic impact of their decisions. It's…