Concluse le analisi mensili sui dati aggiornati a fine aprile 2018.
Significativo rimbalzo degli energetici e delle materie prime, che navigavano nell’incertezza dall’inizio dell’anno e che nel mese appena concluso hanno invece vissuto un vero e proprio rally, sostenuto dal petrolio e dall’acciaio. Regno Unito, Norvegia e Olanda figurano tra i top performer dei mercati azionari.
I migliori dieci fondi per performance ad aprile sono tutti azionari esposti al settore energetico o alle risorse naturali, con risultati particolarmente importanti che sfiorano il 15%.
Tra i bond si registra un entusiasmante allungo degli high yield, mentre tra i ritorno assoluto si possono individuare molteplici fattori di successo, come ad esempio l’esposizione ai mercati africani, alle utilities ed agli energetici, le strategie long-short e global macro.
Ufficio Studi FIDA
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