Manager Views – Noviembre 2020

17 Dic 2020

Adjuntamos algunos informes de análisis y opiniones de nuestros gestores que consideramos de gran interés. Please find below interesting market views from our Managers. We hope you find them interesting.

Market Update Conference

Market Update con Steve O’Hanlon (CIO y Lead PM de ‘Rubrics Fixed Income Fund’).

Fleeting Euphoria or Enduring Optimism

Following How long can euphoria last? According to Wall St quite some time, at least where financial markets are concerned. A combination of unbridled fiscal stimulus and the release of $1.4trln in pent-up savings is reason enough to be ecstatic, for the time being at least…

SKY Harbor 2021 HY Outlook

2020 has been a unique and highly tumultuous year. The coronavirus pandemic brought about an abrupt end to the relatively benign risk environment enjoyed early in the year, leading to one of the most dramatic contractions in economic output on record…

Ashoka India Opportunities Fund Presentation – November 2020

BrightGate Focus Fund – Carta ínterin para Co-Inversores

Adjuntamos Carta ínterin a co-inversores del segundo semestre de 2020

Market Perspective by Nicholas Bienstock co-managing partner of Savanna

Savanna is a firm that specializes in investing in, owning and operating real estate in New York City.

 

 

 

Aviso Legal: Los comentarios recogidos en el presente documento no representan asesoramiento financiero alguno y su uso es meramente informativo. Es posible que los comentarios aquí expresados no sean aplicables a su perfil de inversión o a su situación patrimonial personal. En caso de duda, le recomendamos contactar con un profesional financiero.

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