Kategorie: Fund Focus
Von Alexander Roose, Head of Equities und Co-Lead-Portfoliomanager der Strategie DECALIA Sustainable Trotz der Kursgewinne in den letzten drei Monaten des Jahres 2023 und der Konsensprognose einer sanften Landung der Wirtschaft sind wir zuversichtlich, dass die Aktienmärkte 2024 weiter zulegen können. Lesen Sie die Kommentare von Alexander Roose zu folgenden Themen: 2023 wird als ein […]
Die derzeitigen Marktbedingungen plädieren für die Erhöhung der Small- und Mid Cap-Allokation. Diese Aktien haben zuletzt deutlich schlechter abgeschnitten als Large Caps, was bedeuten kann, dass sie die Rezession bereits eingepreist haben. Außerdem stellen sie eine attraktive Anlagechance dar, denn ihre Bewertungen sind attraktiv und sie laufen in der Frühphase des Konjunkturzyklus, wenn die Notenbanken […]
The Millennials generation is described as the people born between 1980 and 2000. There are more than 2 billion Millennials in the world, and they represent one third of the world population. They are already the biggest workforce in America with $200 billion in annual purchasing power. By 2030, Millennials will account for 75% of […]
The Chinese sport industry will reach $696 billion by 2035. Chinese government intends to encourage 700 million people to have a physical activity once a week. The local sports brands benefit from the renewed patriotism of Chinese consumers.
Interview with Clément Maclou on the new European Circular Economy plan. This plan is one of the main blocks of the European Green Deal. Many initiatives were announced for a cleaner & more competitive Europe.
At the time of writing, more than 3 billion people are confined to homes across the world due to COVID-19. Remote work is now undoubtedly becoming the “new normal” for many businesses, even with the presence of children at home. Remote Work has always been one of the sub themes in our DECALIA Circular Economy […]
At the time of writing, Italy, Denmark, Belgium, Spain, and France have all gone on nation-wide lockdowns. The UK, and we assume many others, are likely to follow suit, soon. There is no precedent for almost entire populations working from home, with schools and borders shut. These are truly extraordinary times, and not a scenario […]
