| DATE | TITLE | ABSTRACT |
|---|---|---|
|
02-01-2021 |
ROBOTICS AND TECH PORTFOLIOS BRING BEST RESULTS IN 2020 |
In this article by Milano Finanza, Carlo De Luca, head of asset management for Gamma Capital Markets, describes how tech and robotics were key winning sectors which allowed a select few portfolios to achieve a positive result in 2020. |
|
28-11-2020 |
WINNING THE DIGITAL HEALTH RACE |
In the attached article Marcel Fritsch, portfolio manager of Bellevue's BB Adamant Digital Health Fund, proposes an analysis of the main growth drivers in the booming digital health sector. |
|
27-08-2020 |
A NEW DIGITAL HEALTHCARE GIANT? |
Stefan Blum, Portfolio Manager of the Adamant Global Medtech and Services e BB Adamant Digital Health funds discusses a recent acquisition which could represent an opportunity for the American merket and investors. |
|
01-07-2020 |
A VIEW ON POST-COVID STRATEGIES |
Raphael Pitoun, manager of the New City Global Equity Fund, shows how the recent market recovery was primarily driven by interest rates rather than fundamentals. In this presentation he presents his view on the stocks to consider for long term growth. |
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