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Als die europäische Staatsschuldenkrise 2009 begann, verfolgten wir die Entwicklung der Ereignisse sehr genau und profitierten sowohl von unseren Short- als auch von unseren Long-Positionen, die 2011 und 2012 zweistellige Renditen gegenüber der Benchmark erzielten. 2015 wurde dann ein möglicher Austritt Griechenlands aus der Eurozone lautstark diskutiert. Entgegen dem damaligen Marktkonsens und nach einer erheblichen Spread-Verengung waren wir der Ansicht, dass Griechenland mit Blick auf vergleichbare europäische Länder erheblichen Wert bietet. Im Zuge eingehender Gespräche mit der griechischen Syriza-Partei und dem Europäischen Parlament in Brüssel haben wir uns klar positioniert – und für unsere Kunden erhebliche Renditen erzeilen können.
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