Chris Hart, Robeco

Dislocation, Dislocation, Dislocation

Date:

Dislocation, Dislocation, Dislocation
CC-BY-SA-2.0, FlickrChris Hart, portfolio manager de la estrategia Global Premium Equities de Robeco. Los “tres círculos” llevan a Robeco a identificar más oportunidades entre las mid y large caps

Author: Fórmate a Fondo

  1. Stocks are no longer cheap
  2. Avoid simply looking for 
momentum
  3. Opportunities are in mid and 
large cap range
  4. Being strict on investment 
principles is key
  5. Beware of bubbles in the 
market