FMG (EU) Rising 3 Fund gained 15% in the 4th Quarter, and 4% for 2020

Russia:  After a nine month dreadful equity streak for 2020, Russian equities came alive in the fourth quarter and the market posted a gain of 20% to help reduce the year’s loss to a low teen number.  Retail investors in Russia have opened a wave of new equity trading...

FMG (EU) China Fund gained 16% in the 4th Quarter, and 36% for 2020

China’s economy grew 6.5% in the forth-quarter, ending a rough coronavirus-striken 2020 in remarkably good shape.   Macroeconomic numbers were encouraging and the important PMI was 51.9% in December which implies a sustained manufacturing recovery. The trade surplus...
The United Kingdom, Brexit & Pound Sterling Volatility

The United Kingdom, Brexit & Pound Sterling Volatility

In the run up to the hard deadline of 31st December, 2020, when the United Kingdom will officially no longer be part of the European Union (Brexit), we would like to notify any of our investors in the Pound Sterling (GBP) share classes that they might experience...

Manager Comments Q2 2020 – Listed Private Equity Fund

In April, Partners Group Listed Investments SICAV – Listed Private Equity recovered sharply after one of the weakest quarters in over a decade. The positive performance was largely driven by large fiscal support programs announced by various governments, monetary...

Manager Comments Q2 2020 – Listed Infrastructure Fund

In April, equity markets recovered sharply after one of the weakest quarters in over a decade in Q1. This recovery was largely driven by large fiscal support programs announced by various governments, monetary stimulus by central banks, and the expectation of partial...