| | Keep calm, carry on and enjoy Wombat’s upbeat thematic approach to investing
Another difficult week in the markets, with property funds now hit by their infamous illiquidity issues, and Columbia Threadneedle suspending two UK retail property funds. Kempen’s real estate team reports that the short-term impact will be on shopping centres, hotels and senior housing, while laboratories, data centres, medical facilities and logistics are less affected.
Many firms claim that there are opportunities out there. 7IM writes that there are opportunities in panic reactions. Terence Moll, Head of Investment Strategy at 7IM says: “Shutting borders and keeping people inside their homes hurts economic growth. People will buy less, sell less, and make less. And it feels extremely uncomfortable in the Western world to be told that we cannot do certain things … but this is likely to be a temporary shock – not as short-lived as investors believed a month ago, but certainly not a permanent state of affairs.”
We also have an interview this week with Wombat, an execution-only platform that offers thematic investing aimed at the 35s and under. They have added medical cannabis to their line up which also includes The Goodies, or the Snack Attack – take a look at the piece and their site for an upbeat approach to investing. Wombat was largely funded by pancakes – definitely worth a smile.
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Beverly Chandler
Managing Editor, Wealth Adviser
Companies in this issue
BlackRock
Columbia Threadneedle
Kempen
7IM
Wombat
| | | | | | | | | | 7IM finds opportunities in panic reaction | | Thu | 19 Mar 2020, 12:44 | | With the FTSE at 5,000, a panicky overreaction is a long-term opportunity according to 7IM. Terence Moll, Head of Investment Strategy at the firm says: “Shutting borders and keeping people inside their homes hurts economic growth. People will buy less, sell less, and make less. And it feels extremely uncomfortable in the Western world to be told that we cannot do certain things. |
| | | | | | | | Global ETF launches 12-19.03.20 | | Thu | 19 Mar 2020, 12:44 | | In a quiet week for ETF launches BlackRock kept things ticking over with the debut of not one fund, but a suite of three three ultrashort bond environmental, social and governance products. The new funds are all versions of existing iShares UCITS ETFs but with revised ESG criteria which explicitly excludes issuers involved in controversial weapons, nuclear weapons, conventional weapons, civilian firearms, tobacco, adult entertainment, alcohol, gambling, nuclear power, genetically modified organisms, oil sands and thermal coal… |
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