Borsa, the shares to invest in the future: 80 titles, from Alphabet to Prysmian
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Trends, between energy and technology
Energy — new and old — but also green business in its broadest sense. And a red thread that ties everything together: technology. Here are the four most important secular trends of our era told with 80 leading stocks in the portfolios of thematic investment funds. Because names like Alphabet, Exxon, Iberdrola or SolarEdge — these are the companies that are by far the most present among the choices of specialized managers — are paradigms of equity investment. And the narrative can then be completed with some of the top performing money managers putting their investment ideas into perspective. The markets are in a delicate transition, with the interest rate game (perhaps) reaching a turning point, inflation still high despite the care taken by the central banks, equity assets poised on the possibility of a serious slowdown in the economy. But if we think in terms of long-term planning and diversification, the issues of technological and energy transition are of interest to everyone.
Jun 19, 2023
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