NEWS & PRODUCT DETAILS
H2O launches Fidelio, a long-short equity fund which aims to generate an absolute return of 5% p.a. over a recommended 3-year investment horizon. The fund’s objective is to keep volatility below that of global equity markets within this timeframe, while also seeking to display low correlation to the major global equity market indices.
EXPERTISE & RESEARCH
- Is there currently an anomaly in the valuation gap between US and European equities, caused by political risk in the euro zone? Yes, but it is very small
- Are there 'bank superprofits' in France and the euro zone?
- There are two ways to have a cyclical improvement and an improvement in employment: Either more growth or less potential growth; OECD countries nowadays have chosen the latter