Cookie settings
Picture
Contactez-nous
Picture

Three years of investing in European innovation

En bref

As the Aperture European Innovation fund reaches its three year anniversary, portfolio manager Anis Lahlou discusses why Europe is an underrated hub of innovation, fund performance, and why now is the time to take advantage of lower valuations.
Anis Lahlou

Anis Lahlou, CFA

Chief Investment Officer based in Aperture’s London office

Key Highlights

  • In Europe, industrials, life sciences, energy, financials, healthcare, and transport are just a few sectors seeing a huge amount of innovation in their business processes. 
  • Looking ahead, there is no shortage of risks but there are more and more signs that inflation, rates and the dollar have peaked, and that a Fed pivot is in sight.
  • There may still be a window of opportunity to catch “big lows” in European equities and take advantage of lower valuations.

 

Download the article below

Three years of investing in European innovation
Notre Offre
Investissement Responsable
Actualités
Nous Connaître
Contactez-Nous
Picture
Picture
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 Investments Partners S.p.A. Società di gestione del risparmio, Generali Insurance 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 Investments Partners 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, Axis Retail Partners S.p.A. et Generali Real Estate S.p.A. Società di Gestione del Risparmio.

Informations juridiques
Politique en Matière de Cookies
Politique de Confidentialité
Conditions Générales
Droits d’Auteur
Glossaire