Amiral Gestion applies its value investing philosophy to investments around the world, including Asia.
In his speech during the celebration of the “2018 Kick-Off Masterclass Seminar” in Palm Beach, Henk Grootveld, Head of Trends Investing at Robeco, compared two photographs of New York to explain the next wave of digitalization.
Of the three secular trends pursued by the Robeco Global ConsumerTrends strategy, the digitization of consumption was by far the strongest in 2017. Consumption through technology and consumption in emerging markets exceeded the consumption of famous brands.
According to Zeina Latif, Chief Economist at XP Investimentos, Brazil tends to fail in terms of managing success, but it is not that bad managing crisis.
In today's credit markets, it is essential to have a defined roadmap, in which you can establish where you are in the economic cycle, how much risk you want to take and what you want to invest in, said David Hawa, Client Portfolio Manager of the Robeco Financial Institutions Bond
With synchronized global growth expected to continue for the rest of the year, there should be no reason why 2018 should not be a good year for European equities, says Ann Steele, senior portfolio manager of the Threadneedle Pan European strategy from Col