| DATE | TITLE | ABSTRACT |
|---|---|---|
|
21-03-2023 |
BIOTECH SECTOR TO TAKE OFF IN 2023 |
Dr. Daniel Koller from Bellevue Asset Management talks to Wealth Briefing about the buying opportunity being created by low valuations in the biotech sector. |
|
21-02-2023 |
EMERGING MARKETS HEALTHCARE SECTOR COMEBACK |
Fundamental factors are indicating that the recent advance by healthcare stocks across the Asia-Pacific region and in emerging market countries is solidifying into a sustained recovery.Read the market commentary from Remo Krauer Senior Portfolio Manager Healthcare Funds & Mandates at Bellevue AM. |
|
15-02-2023 |
REDHEDGE RELATIVE VALUE UCITS FUND RANKED 1ST AMONG THE PREFERENCES OF ITALIAN INSTITUTIONAL CLIENTS |
RedHedge Relative Value UCITS Fund ranked 1stamong the preferred funds by Italian Fund Selectors, according to FundsPeople.An important signal from institutional investors, who appreciate this Credit Relative Value strategy characterized by low volatility, limited risk and high decorrelation. |
|
09-02-2023 |
A STRONG START TO THE NEW YEAR FOR LOYS FUNDS |
The LOYS equity funds got off to a good start in January. A number of individual stocks represented in the funds even posted spectacular price performances. In particular, shares that had come under great preassure in 2022 recently made their mark with sporty price increases. |
|
03-02-2023 |
SOLID PERFORMANCE FOR ACTIVE SOLAR FUND IN JANUARY 2023 |
January was a very good start to the year for Active Solar (+13%) that did more than offset the negative performance of December. This is obviously directly linked with the rebound of the stock markets, but also probably a sign that many investors are increasing exposure to the energy transition megatrend. |
|
26-01-2023 |
REGIONAL HEALTHCARE STRATEGIES: CHINA IN FOCUS |
After years of uncertainty, the Chinese healthcare market is expected to grow by around 10% again in 2023. Valuations are currently extremely attractive following Oliver Kubli and Remo Krauer, Portfolio Managers of Bellevue Asia Pacific and Emerging Markets Healthcare. |
|
25-01-2023 |
FIVE OPPORTUNITIES FOR HEALTHCARE INVESTORS |
Bellevue Asset Management casts a spotlight on five major trends in the healthcare sector for 2023 and outlines their potential from an investor’s perspective. |
|
09-01-2023 |
INTERESTING NEWS ON FDA APPROVAL COULD BOOST BELLEVUE BIOTECH FUND |
Exciting updates on the FDA approval of Biogen's Alzheimer's drug could herald a new era in Alzheimer's research.What effects will this news have on the thematic fund, specialized in biotechnology, Bellevue Biotech? |
|
12-12-2022 |
SKY ITALY INTERVIEW WITH ANDREA SEMINARA |
Andrea Seminara, CEO of RedHedge Asset Management, was invited to discuss the overview of the fixed income situation live on Sky Italia. |
|
08-12-2022 |
STOCK MARKET MOOD BRIGHTENS - LOYS MONTHLY COMMENTARY |
Anyone who does not regularly follow economic developments has recently been surprised by an improvement in economic and, above all, stock market sentiment. |
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