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Senior Vice President, Chief Investment Officer — Global Multi Asset Team
Stefan Löwenthal is the chief investment officer for Macquarie Investment Management Austria Kapitalanlage AG (MIMAK), a role he assumed in February 2013. He heads the global multi asset team based in Vienna, which is responsible for all asset allocation and security selection decisions, the management of mutual funds, as well as the development of new investment strategies. In addition, Löwenthal oversees the investment policy committee, which is responsible for strategic investment decisions at MIMAK. He began his career with Macquarie in February 2008 as a portfolio manager. He holds a Master of Management Science from Vienna University of Economics and Business. Löwenthal is a lecturer for economics at the IMC University of applied sciences in Krems (Austria) and the Qiongzhou University in Sanya (China).
By Stefan Löwenthal
January 14, 2021
After an unprecedented 2020 marked by the pandemic and turbulence, economic uncertainty has left many wondering when the world might return to normal. But 2021 could mean the tide is turning, and may favor real assets. In “Poised for a comeback: Real asset opportunities in 2021,” the Macquarie Multi-Asset team reviews the impact on a number of real asset areas, such as clean energy, the oil market, transportation infrastructure, food prices, and real estate.
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The views expressed represent the investment team’s assessment of the market environment as of January 2021, and should not be considered a recommendation to buy, hold, or sell any security, and should not be relied on as research or investment advice. Views are subject to change without notice.
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