On this occasion we have chosen to analyse the two US Large-Cap Equities in this month’s SharingAlpha data from different categories, Polen Capital Focus US Growth Fund and Robeco BP US Premium Equities.
We believe that the type of inflation unfurling in the post-COVID-19 global economy may add an impetus for high-growth, disruptive companies to outperform.
We have analysed the best Luxembourg funds according to European advisors and selectors. The funds selected belong to Flossbach von Storch, Lonvia, Schroders and Robeco.
We have asked the fund managers of the DWS Invest Latin American Equities LC and Schroder International Selection Fund Latin American, to take us through their strategies, and allocations.
The SharingAlpha initiative gives us the opportunity to find out which fund managers and funds are preferred by European advisors and fund selectors. Baillie Gifford, Nutshell AM and Robeco have sent us their commentaries.