In our latest macro investment outlook, Unigestion’s Florian Ielpo reveals how the economic environment has evolved since the start of this year and outlines our key themes for the coming quarter.
Unigestion Global Choice VII is a global small and mid-market investment programme and represents the continuation of the ‘Unicapital Global’ and ‘Euro Choice’ series of funds. Unigestion Global Choice VII is seeking EUR 300 million to build a portfolio of around 30 specialist buyout, growth capital and selectively special situations funds in Europe, North America and Asia-Pacific.
We have not seen such strong and synchronised macroeconomic growth momentum since before the global financial crisis. While we expect this to continue in the main, market stress events like the one we saw in February are likely to become more prevalent and investors will have to adapt to more challenging and complex financial markets ahead. As Charles Darwin said, ‘It is not the strongest of the species that survive, nor the most intelligent, but the ones most responsive to change.’
Fiona Frick, CEO of Unigestion
Jeremy Gatto, Investment Manager on Unigestion’s Navigator fund, outlines our multi asset team’s views following Jerome Powell’ s first Federal Open Markets Committee (FOMC) meeting as Federal Reserve Chairman.
Olivier Marciot, Investment Manager on Unigestion’s Multi Asset Navigator fund, believes that the pace at which the major central banks normalise their policies will be key to asset returns this year and beyond