Perspectivas mensuales

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

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Digital Economy strategy: Global equity markets have recovered to pre-COVID levels
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Clean Economy strategy - We see an increased emphasis in Europe on the importance of shifting to a circular economy
  • por Amanda O’Toole
  • 06 Agosto 2020 (7 min de lectura)
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Digital Economy strategy - Q2* 2020 earnings season: companies within the portfolio are reporting mostly better than expected results
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Robotech strategy - We see significant investment activity in the warehouse automation space at the moment
  • por Tom Riley
  • 05 Agosto 2020 (7 min de lectura)
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Global Thematics strategy - The sequential macroeconomic improvement suggest that conditions are improving – a message underlined by many corporates
  • por Amanda O’Toole
  • 06 Julio 2020 (7 min de lectura)
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Digital Economy strategy - The overall tone of company meetings we attended in June was encouraging
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Robotech strategy - We see interesting scenarios where robotics and automation technologies are accelerating
  • por Tom Riley
  • 06 Julio 2020 (7 min de lectura)
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Longevity Economy strategy - Continued long term focus as earnings reveal the extent of the pandemic’s impact
  • por Dani Saurymper
  • 06 Julio 2020 (7 min de lectura)
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Robotech strategy - A number of areas of the strategy have seen elevated demand during this period
  • por Tom Riley
  • 05 Junio 2020 (7 min de lectura)
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Clean Economy strategy - Responsible Nutrition stocks are supporting the drive toward food security and safety
  • por Amanda O’Toole
  • 05 Junio 2020 (7 min de lectura)

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