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Belgravia Capital | Informe Cambio de Ciclos | Belgravia Capital SGIIC
cambio de ciclo, economía, macro,
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Report: Change of cycles

A Belgravia Capital SGIIC report

Change of cycles

October 2018

Summary

The investment team of Belgravia Capital have prepared a report with their vision of the economy and financial markets for 2019 entitled “Change of cycles”. As its name suggests, the opinion of Belgravia Capital managers, supported by both monetary and economic trends, is that we are in a change of cycles in Europe. In addition, the report analyzes the valuation of equities at this point in time. Finally, the report includes their view for the foreseeable future and explains the current positioning of Belgravia Capital portfolios.

Download complete report

Our strategies

Investment universe: pan-european equities, varying market exposure and investing the balance in money market instruments only.

Investment objective: annual performance non-guaranteed of 6% -10%

Volatility: below 10%.

Investment universe: pan-european equities, varying market exposure and investing the balance in money market instruments only.

Investment objective: annual returns of 4% to 6% (not guaranteed).

Annualized volatility: lower than 8%.

R2: less than 0.15 against the Stoxx 600.

Investment universe: pan-european equities, varying market exposure and investing the balance in money market instruments only.

Investment objective: positive absolute return with a Sharpe Ratio higher than that of the STOXX 600.

Volatility: lower than than 1.2 STOXX 600.

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