DIVERSIFICATION THROUGH A THEMATIC AND SECTORAL ALLOCATION

Powerful structural trends are changing our world and having a profound impact on how we invest.

An investment theme is positively and significantly influenced by a strong structural trend or paradigm shift. These solutions invest in pure players, i.e., companies that are at the cutting edge of technology or that will benefit significantly from this trend.

For our investors, investment themes diversify their equity risk by exposing them to secular and tactical economic themes.

We have seen this with our MEGA (Make Europe Great Again) strategy: a relevant theme, accompanied by a selection of stocks based on in-depth research, generates performance for our clients.

The economic and geopolitical context continues to evolve at a rapid pace. That is why, in partnership with Kepler Cheuvreux Solutions, Renalco has launched a new investment strategy—Thematic Alpha—based on several key themes:

  • European sovereignty
  • The German recovery plan
  • Healthcare
  • Small and mid-caps
  • Basic services
  • Luxury goods
  • Technology

The strategy can be invested in cash, allowing for a quick response if a new investment theme emerges.

Analysts at Kepler Cheuvreux have identified companies that are well positioned to benefit from each of these sectors and investment themes. In partnership with Kepler Cheuvreux Solutions, Renalco SA has launched a certificate based on these analyses.

Please feel free to contact Renalco SA for more information if you are interested in this opportunity (info@renalco.ch).

A series of articles will delve into the details of each of these themes: you may find them right below!

Updates