Aperture New World Opportunities Fund - Q1 2021 Commentary

En bref

Commentary for Q1 2021 on Aperture New World Opportunities Fund by Peter Marber, Portfolio Manager at Aperture Investors

Aperture New World Opportunities: Commentary for Q1 2021

Quarter in Review

To paraphrase the 16th century poet John Dunne, no fund is an island.

Investment funds function in financial markets, and the interactions between the real economy, interest rates, and asset prices cannot be overlooked, even amidst a historic global pandemic.

2020 did generate unprecedented surprises for fund managers. But 2021 has also already delivered its share of unforeseen American events with global repercussions.

Download the full commentary below:

Aperture New World Opportunities Fund - Q1 2021 Commentary

Peter Marber,

CIO Emerging Markets and Portfolio Manager

Anis Lahlou, CFA

Peter Marber is the Portfolio Manager of the Aperture New World Opportunities strategy. For over 30 years, Peter has professionally invested billions of dollars for many of the world’s largest companies at firms including Loomis, Sayles & Company, HSBC, and Wasserstein & Co. Peter is based in Aperture’s New York office. Peter earned his B.A. at Johns Hopkins, his M.I.A. from Columbia, and his Ph.D from The University of Cambridge.

Picture

© Generali Investments, tous droits réservés. Ce site internet est publié par Generali Investments et est considéré comme une communication marketing et une promotion financière liée aux produits et services des sociétés du groupe Generali suivantes : Generali Asset Management S.p.A. Società di gestione del risparmio, Generali Investments Luxembourg S.A. et Generali Investments Holding S.p.A. (ci-après dénommées ensemble Generali Investments). En outre, le site peut contenir des communications de marketing et de promotion financière de produits et services de sociétés faisant partie de la plate-forme Multi-Boutiques coordonnée par Generali Asset Management S.p.A. Società di gestione del risparmio, et en particulier de Infranity, Sycomore Asset Management, Aperture Investors LLC, Plenisfer Investments SGR, Lumyna Investments, Sosteneo Infrastructure Partners SGR et Generali Real Estate S.p.A. Società di Gestione del Risparmio.