While thinking about funds not to worry about during your holidays, one might think about low risk, low duration funds, highly uncorrelated or balanced funds.
Thematic funds, which were already popular before the SRI craze, have mushroomed. Fund management companies are trying to ramp up their offer and they dream of launching the new Pictet Water.
By applying leverage, investors can increase the returns and profit of an investment, but also increase the relative performance of a portfolio against a benchmark.
As a confirmation, ISTAT (the Italian National Statistical Agency) and Bank of Italy, increased the expectation about 2021’s growth. In a medium/long term time frame, growth is expected to be supported by the Pnrr.
If your client looks for great return results over a decade, then there is for sure more than enough reason for our clients to invest in Small and MidCaps as they offer bigger returns.
With no inflation, unlimited QE and the huge flatting of curves across the globe, the allocation towards bonds has been an enormous source of carry and capital appreciation.