Fonds-Blog-SJB: Mehr. Als Fonds. Kaufen. Von Gerd Bennewirtz.

Bei der FondsAuswahl zählt die Unabhängigkeit vom Anbieter!FondsAnbieter-GAM: We have not made any substantial changes to GAM Star China Equity over the past month or so. The sectors that we favour continue to be consumer discretionary, IT, residential property and environmental services. These themes have also driven the fund’s performance year-to-date. We generally prefer sectors that are not vulnerable to government intervention, because at the end of the day China remains a command economy.

Ever since the fund launched, our approach has been to take active positions against the benchmark within a concentrated portfolio of high-conviction ideas. That does not necessarily mean that we trade the portfolio very actively, but our stock and sector allocations are often quite far away from the benchmark. Despite the fact that our current themes have been in the portfolio for at least a year, and in some cases for much longer, they continue to work well. SJB. Fonds. Logo.…weiterlesen

Kategorien: Anbieter. Berichten.
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Bei der FondsAuswahl zählt die Unabhängigkeit vom Anbieter!FondsAnbieter-GAM: The trends prevailing in the last six months of 2012 have continued into 2013. That is, investors have continued to seek out quality stocks, defensives and stocksFortlaufende Nachrichten zur Schulden und Staatskrise. with positive cash flow. As contrarians, we have sought to avoid these favoured segments of the market. Furthermore, these areas are generally not consistent with our natural style of investing. Given that they have continued to lead the market, however, we are reasonably happy with the funds’ performance for the year to-date. SJB. Fonds. Logo.…weiterlesen

Kategorien: Anbieter. Berichten.
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Bei der FondsAuswahl zählt die Unabhängigkeit vom Anbieter!Fonds-Anbieter-Pioneer Investments: Over the last days volatility is back in the European Fixed Income markets, with the peripheral spreads rising again after the strong decrease in the last six months. Do you think this implies a return back to a more structural stress in the market or is it just a temporary effect? SJB. Fonds. Logo.…weiterlesen

Kategorien: Anbieter. Berichten.
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