We have chosen some of the best funds for investing in Ecology, from Pictet, Schroders and Erste, and have requested their Portfolio Managers to take us through the strategy, and to give us some insights from the sector.
Since the beginning of 2020, the market has paid up for companies with strong sales growth. Share prices of companies in higher-growth industries and in some value industries have dramatically outpaced their earnings growth.
We have spoken to the fund managers of three of the top funds to invest in Luxury, Pictet, GAM Investments and Notz Stucki, to learn about their insights in the luxury sector.
In an unstable market, it can be futile to search for catalysts behind every shock. Instead, last week’s risk asset selloff validated our calls that fragility risks were rising.
The buy-low/sell-high paradigm has been uniquely tested in 2021, and investors are jumping in during selloffs almost as enthusiastically as during rebounds.
The area has emerged as a core asset with superior long-term growth characteristics and we have analysed 3 funds from JP Morgan, Fidelity and Barings, taking in consideration the Morningstar data for 5 year returns.