{"id":1414,"date":"2019-04-16T13:47:02","date_gmt":"2019-04-16T11:47:02","guid":{"rendered":"http:\/\/kallistopartners.com\/eng\/?p=683"},"modified":"2021-07-09T11:23:56","modified_gmt":"2021-07-09T09:23:56","slug":"commentary-31-march-2019","status":"publish","type":"post","link":"https:\/\/kallistopartners.com\/it\/commentary-31-march-2019\/?lang=en","title":{"rendered":"Commentary 31 March 2019"},"content":{"rendered":"<div id='full_slider_1'  class='avia-fullwidth-slider main_color avia-shadow   avia-builder-el-0  el_before_av_section  avia-builder-el-first   container_wrap fullsize' style=' '  ><div   data-size='no scaling'  data-lightbox_size='large'  data-animation='slide'  data-conditional_play=''  data-ids='2502'  data-video_counter='0'  data-autoplay='false'  data-bg_slider='false'  data-slide_height=''  data-handle='av_slideshow_full'  data-interval='5'  data-class=' '  data-el_id=''  data-css_id=''  data-scroll_down=''  data-control_layout='av-control-hidden'  data-custom_markup=''  data-perma_caption=''  data-autoplay_stopper=''  data-image_attachment=''  data-min_height='0px'  data-src=''  data-position='top left'  data-repeat='no-repeat'  data-attach='scroll'  data-stretch=''  class='avia-slideshow avia-slideshow-1  av-control-hidden av-default-height-applied avia-slideshow-no scaling av_slideshow_full   avia-slide-slider '  itemprop=\"image\" itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/ImageObject\" ><ul class='avia-slideshow-inner ' style='padding-bottom: 24.21875%;' ><li  class=' av-single-slide slide-1 ' ><div data-rel='slideshow-1' class='avia-slide-wrap '   ><div class = \"caption_fullwidth av-slideshow-caption caption_center\"><div class = \"container caption_container\"><div class = \"slideshow_caption\"><div class = \"slideshow_inner_caption\"><div class = \"slideshow_align_caption\"><h2  style='font-size:55px; color:#ffffff; ' class='avia-caption-title  '  itemprop=\"name\" >News<\/h2><\/div><\/div><\/div><\/div><\/div><img src='https:\/\/kallistopartners.com\/it\/wp-content\/uploads\/2021\/07\/myanmar-2-e1625671809831.jpg' width='1920' height='465' title='myanmar (2)' alt=''  itemprop=\"thumbnailUrl\"   \/><\/div><\/li><\/ul><\/div><\/div>\n<div id='av_section_1'  class='avia-section main_color avia-section-default avia-no-shadow  avia-bg-style-scroll  avia-builder-el-1  el_after_av_slideshow_full  avia-builder-el-last   container_wrap fullsize' style=' '  ><div class='container' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-1414'><div class='entry-content-wrapper clearfix'>\n<div  style='padding-bottom:10px; ' class='av-special-heading av-special-heading-h3    avia-builder-el-2  el_before_av_one_half  avia-builder-el-first  '><h3 class='av-special-heading-tag '  itemprop=\"headline\"  >Commentary 31 March 2019<\/h3><div class='special-heading-border'><div class='special-heading-inner-border' ><\/div><\/div><\/div>\n<div class=\"flex_column av_one_half  flex_column_div av-zero-column-padding first  avia-builder-el-3  el_after_av_heading  el_before_av_one_half  \" style='border-radius:0px; '><section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia_textblock  '  style='font-size:14px; '  itemprop=\"text\" ><div class=\"page\" title=\"Page 1\">\n<div class=\"layoutArea\">\n<div class=\"column\">\n<p>In the first quarter of 2019 the Aristea New Frontiers fund registered a performance of + 4.9% in USD, compared to + 2.1% for the benchmark. Our different geographical breakdown and our active stock picking have allowed the fund to achieve an outperformance of + 2.8%. In particular, our behavioural finance studies have identified large capital inflows in the Middle East region and in particular in Kuwait and Saudi Arabia, the biggest contributors to overall performance.<\/p>\n<p>During the quarter, Frontier Markets&#8217; different behaviour compared to developed and emerging markets led to the creation of a spread between the asset classes. This allows us to be very confident about the near future as we expect the gap to close in favour of Frontier Markets, that continue to show solid fundamentals and growing interest from international investors.<\/p>\n<div class=\"page\" title=\"Page 2\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/section><\/div><div class=\"flex_column av_one_half  flex_column_div av-zero-column-padding   avia-builder-el-5  el_after_av_one_half  avia-builder-el-last  \" style='background: #efefef; background-color:#efefef; border-radius:0px; '><section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia_textblock  '   itemprop=\"text\" ><p align=\"justify\"><a href=\"http:\/\/kallistopartners.com\/it\/wp-content\/uploads\/2021\/07\/Commento-1Q2019-Eng.pdf\" target=\"_blank\" rel=\"noopener\"><img class=\"aligncenter\" src=\"http:\/\/kallistopartners.com\/it\/wp-content\/uploads\/2021\/07\/Cattura_commento201903-e1621603343301-wpp1621603357897.png\" \/><\/a><\/p>\n<\/div><\/section><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":3,"featured_media":2618,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[28,9],"tags":[],"_links":{"self":[{"href":"https:\/\/kallistopartners.com\/it\/wp-json\/wp\/v2\/posts\/1414"}],"collection":[{"href":"https:\/\/kallistopartners.com\/it\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kallistopartners.com\/it\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kallistopartners.com\/it\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/kallistopartners.com\/it\/wp-json\/wp\/v2\/comments?post=1414"}],"version-history":[{"count":8,"href":"https:\/\/kallistopartners.com\/it\/wp-json\/wp\/v2\/posts\/1414\/revisions"}],"predecessor-version":[{"id":2710,"href":"https:\/\/kallistopartners.com\/it\/wp-json\/wp\/v2\/posts\/1414\/revisions\/2710"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kallistopartners.com\/it\/wp-json\/wp\/v2\/media\/2618"}],"wp:attachment":[{"href":"https:\/\/kallistopartners.com\/it\/wp-json\/wp\/v2\/media?parent=1414"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kallistopartners.com\/it\/wp-json\/wp\/v2\/categories?post=1414"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kallistopartners.com\/it\/wp-json\/wp\/v2\/tags?post=1414"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}