October 2019
Nicolas Rhein
Siega
Edouard Crestin-Billet
CB Institutionnel
In the current environment we favor the following funds:
Tailor Credit rendement Cible
An investment grade bond fund without speculation on maturity. A value investment with a very dynamic portfolio.
A better performance than investment grade index.
The fund is Platinum at Citywire.
MCM Israeli IT-Cyber Security UCITS Funds
A thematic of growth, unavoidable in the 21st century. Active and fundamental management makes it the best fund in the sector. Funds ranked best IT fund by Morningstar and Citywire.
East Capital CHINA A
The opening of the Chinese A market means that the engagement of foreign investors will gradually shift from an opportunistic to a strategic engagement.
As a result, like the United States and Japan, China will become a fully-fledged asset class.
Due to limited foreign participation and market inefficiencies in A securities, it is primarily active and experienced fund managers who have the ability to generate above-average alpha values.
Its GDP grew by 6.5% in 2018. With 13 trillion dollars of GDP in 2018, China has created about 800 billion dollars of wealth. On the job creation front, 13.5 million Chinese people found jobs in urban areas in 2018. That's 200,000 more than the year before.