Our Investment Advice Paid Off In 2017!
Florent Bronès, our Chief Investment Officer, reviews the different investment solutions we recommended in 2017.
Our 10 investment choices for 2017 delivered a fabulous performance.
The first group of themes selected for defensive investors, linked to the interest rate universe, registered a positive performance.
In equity markets, our bets outperformed: Reflation trade (+14% in €), technology innovation (+35.8% in $), connected objects (+43.6% in $), Chindia (+35.5 in $), secular trend (+28.9% in $ in the US and +24.7% in € in Europe), responsible investments (+7.3% in €) and companies with operating leverage (+25.9% in $).
Overall the performance was excellent, especially for dollar-based investors.