The invention of the internet has been revolutionary and boosted the economy exponentially. The Internet only started to get popular in China in 2000. GDP has grown 12 fold (8.9% CAGR) as of 2019.
Sharing Alpha presents the list of the Fund selectors that have been highly ranked on their platform, we wanted to analyse the current state of the market with some of them.
With the technological acceleration there has been a rebirth of active management and that discretionary hedge funds based on fundamentals have behaved better than quantitative ones.
In our third Conference Call with Fund Selectors of 2021, our three panelists looked ahead and discussed what themes and asset classes are likely to perform better during these uncertain times.
Having been more resilient than European and emerging markets over the past year as the pandemic ravaged growth, are returns from US stocks doomed to lag those from their global counterparts as economies reopen and as industrial production surges?