Top Funds in the Industrial Category (from 18/11/2021 to 18/05/2022)

With central banks raising rates in response to high inflation, market participants are concerned about the robustness of growth. It is therefore interesting to examine the risks and opportunities related to the evolution of the yield curve, which reflects their growth expectations.

Two anticipation scenarios:

A steep curve: the economy is heading toward strong growth with a gradual increase in rates by central banks; this is beneficial for cyclical equities funds such as the “Industrial Equipment” category.

A flat curve: the economy is heading toward weak growth with a more significant rate hike by central banks; a less positive scenario where defensive equities funds such as the “Healthcare” category provide exposure to a positive but more volatile market.

Using our fund advisory platform, we have highlighted the top-performing funds in these two categories over the last 6 months.

Fidelity International : Christophe Fernandes , Sotiris Boutsis KBC Autolease : Treasa Ni Chonghaile , Colm O’Connor Robeco : Pierre-Adrien Perez , Pieter Busscher, CFA , Karim Carmoun Ixios Asset Management : David Finch , Charles-Erwan de Fay

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Past performance is not indicative of future results. Fees are included in the performance figures. The content above does not constitute investment advice. It is an objective analysis of financial information.