Subordinated Financials has entered our Selection List and Model Portfolios
We decided to introduce a Capital Securities strategy, mainly invested in Subordinated Financials of European banks, into our Master List as well as in our Model Portfolio. As such it highlights the fact that [...]
WSP Model Portfolios – March 17 Report
Introduction to Active Funds in Model Portfolios After a 10-month track record, we have decided to publish the first report on our different model portfolios. We will update you on a monthly and [...]
State of the economy through a global Analyst Survey
Fidelity International published recently its annual Analyst Survey for 2017. The annual Analyst Survey is a forward looking assessment of sectors and regions built entirely from bottom-up. Fidelity analysts conduct around [...]
A Top performing fund in US High Dividend universe
We are starting the coverage on a US dividend strategy that did not yet reached the three years’ track record since inception but with impressive relative performance. The fund exhibits one of the best [...]
Senior Loans the most attractive profile in the European Credit universe
We recently received many visits of asset managers presenting Senior Secured Loans strategies. The asset under management of Loan funds are constantly growing, showing the investors strong appetite for fixed income products without duration [...]
Looking at the past performance before investing in CTA funds
Investing in funds of managed futures trading, best known as CTA is a relatively new form of asset class in the UCITS format. It offers interesting diversification opportunity in terms of decorrelation to traditional [...]