Perspectivas mensuales

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Nuestra última visión sobre los mercados de renta variable y su impulso

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Tecnología

Finding long-term growth opportunities for Tech in a volatile market

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Global Thematics strategy: Our ‘CleanTech’ theme should benefit from a global positive sentiment in 2021
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Global Thematics strategy: 2020 delivered performance, and we believe our themes can play out stronger in 2021
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Robotech strategy: Japanese industrial robots orders showed signs of healthy growth in Q4 2020
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Clean Economy strategy: Data for 2020 demonstrated the ongoing shift towards the electrification of the vehicle fleet
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Digital Economy strategy: Despite a market rotation, growth prospects stays strong
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Digital Economy strategy: Volatility has increased but so far earnings results have been encouraging
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Clean Economy strategy: Corporates are increasingly committed to Net Zero targets and are investing accordingly
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Robotech strategy: The 5G adoption will stimulate the development of increasingly smart and automated factories as well as connected vehicles

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    El valor de las inversiones y las rentas derivadas de ellas pueden disminuir o aumentar y es posible que los inversores no recuperen la cantidad invertida originalmente.