Swiss & Global Equities

UBP
By November 19, 2019 12:34

Swiss & Global Equities

Year-to-date, Swiss and Global equity funds continue to deliver strong absolute and relative performances, ranking in the top quartile versus their peer groups. Despite short-lived sector/style rotations into oversold value names, the ytd performance of the MSCI AC World reached +24% at the end of October. Extending the horizon back two years, global equities delivered +12% following the correction in Q4 2018. The active management approach adopted by the team driven by fundamental analysis and stock selection based on the CFROI lifecycle, provides a diversified exposure to structural quality and growth names without the need to time the market or the style factors. Performance attributions across the franchise over the ytd period and over longer periods show that the majority of alpha was generated by strong stock selection.

UBP
By November 19, 2019 12:34

Search

Twitter

"Rising Tension Between #U.S. and #China Elevates Trading Issues" -> https://www.opiniopro.com/2020/07/t-rowe-price/rising-tension-between-u-s-and-china-elevates-trading-issues/

"#Swiss #Equities – Structural #value creation" -> https://www.opiniopro.com/2020/07/ubp/swiss-equities-structural-value-creation/ @UBP_Group

New #blogpost @Opinio_Pro -> "#ABS, #Pension Agreement and #FixedIncome in our Top Five this week" -> https://www.opiniopro.com/2020/07/beheerder/abs-pension-agreement-and-fixed-income-in-our-top-five-this-week/

Load More...

Search on date

November 2019
M T W T F S S
 123
45678910
11121314151617
18192021222324
252627282930