Hype Cycle - There is Hope in Despondency

Hype Cycle

 

Fidante Partners identifies investment hypes in its Q2 Hype Cycle report

 

In this edition of our Hype Cycle report we focus on three asset classes in particular. First, we investigate global equity markets and investor hype and sentiment around this asset class. The questions we address are, whether we are already in a capitulation phase and investors have become so despondent that they are throwing in the towel, or whether we are currently still looking for a trough in markets before a sustained recovery can start.

Second, we take a look at listed infrastructure investments. Infrastructure investment have taken a severe beating in the last three months while the sub-class of renewable energy investments has seen stellar performance. This might hint at an opportunity to invest in listed infrastructure at artificially depressed prices.

Finally, we mentioned in our report on cat bonds on 2 March 2018 that we expect a strong recovery in this asset class. The final part of this report provides an update on the developments there.

 

To view the full report click here.

 

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