Pictet-Human to capture consumer trends and subscription economy
Pictet-Human wants to invest in private services in the fields of education, leisure and healthcare. The new fund, which could be considered a ‘human counterpart’ of the asset manager’s flagship Robotics fund, invests in three themes with predictable future growth that should exceed 10% over the next three years.
Schroders : Virtual Investment Forum – Outlook 2021, 14 January 2021, 11.00 a.m.
Franklin Templeton, Invesco and Schroders are delighted to invite you to our yearly Investment Forum on Thursday January 14, 2021.
M&G multi-asset fund makes big bet on value rotation
Juan Nevado, manager of the M&G (Lux) Dynamic Allocation Fund, is convinced time has come for a major rotation towards value stocks. He has aligned his tactically managed portfolio as such, while almost completely avoided US tech.
Capital Group : 2021 Outlook : Turning points on the road to recovery
With the wreckage of 2020 in the rearview mirror, investor optimism for the new year is high. After all, how could it possibly be any worse than a year marked by a deadly pandemic, a brutal recession and one of the steepest bear markets in history?
Quintet ups risk as recovery accelerates
Quintet private bank is counting on an accelerated global recovery in the spring and is advising its clients to increase risk in the short term. The bank is overweight equities, especially those from the US and emerging markets.
With the recovery of the global economy that has begun and the support measures of central banks and governments, the climate is favourable for investments in risk assets, according to Quintet’s Bill Street.
15 predictions for investors for 2030
As a very challenging 2020 has drawn to a close, everyone is looking to the future: when can I get the vaccine? When will life return to normal? When will I be able to go to the pub with my friends again?
But for investors, it’s of course important to not only look to the short term, but also to think much further out. Forget what 2021 will look like - what will 2030 look like?
Schroders: Outlook 2021: China
China’s economy is set to continue to recover in 2021. Schroders’ equities and debt fund managers, together with our emerging markets economist, look at what’s in store.
‘A high dividend alone is worth nothing’
The dividend yield is often the first thing a manager of a dividend fund looks at when analysing a stock. But not Ludwig Palm, manager of Flossbach von Storch – Dividend fund. His main focus is whether a company is able to increase its dividend in the long term.
ESG rebranding – the fund trend of 2020
Labeling existing investment funds as ‘sustainable’ or ‘ESG’ rather than launching a new fund is increasingly popular among asset managers. In the third quarter of 2020 alone, Morningstar counted 32 such rebrands.
Schroders: Outlook 2021: Private assets
Private assets continue to attract capital as investors seek better returns. We think private markets can continue to deliver, but will increasingly rely on hard-to-access areas and specialist skills.