{"id":2766,"date":"2021-07-20T09:31:31","date_gmt":"2021-07-20T07:31:31","guid":{"rendered":"http:\/\/kallistopartners.com\/it\/?p=2766"},"modified":"2021-07-20T09:31:32","modified_gmt":"2021-07-20T07:31:32","slug":"commento-30-giugno-2021","status":"publish","type":"post","link":"https:\/\/kallistopartners.com\/it\/commento-30-giugno-2021\/","title":{"rendered":"Commento 30 Giugno 2021"},"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-2766'><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\"  >Commento 30 Giugno 2021<\/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>Nel secondo trimestre del 2021 il fondo ha registrato una performance del +13.05%, contro +11.66% del benchmark.<\/p>\n<p>I Mercati di Frontiera hanno nettamente sovraperformato Emergenti e Sviluppati, il cui rendimento \u00e8 stato rispettivamente del +4.44% e +7.11%. Ci\u00f2 che \u00e8 interessante notare \u00e8 che i Mercati di Frontiera hanno mantenuto il trend di crescita anche quando i paesi pi\u00f9 sviluppati hanno manifestato un rallentamento.<\/p>\n<p>Vale la pena ricordare che tutti i sedici paesi del nostro portafoglio hanno contribuito positivamente a questa performance, confermando la forza dell\u2019attuale trend cos\u00ec come segnalato dai nostri modelli quantitativi proprietari.<\/p>\n<p>Considerate le valutazioni del nostro portafoglio (P\/E 10,83, ROE 27.93% e DvD Yld 3.78%) e soprattutto la quantit\u00e0 di flussi che stiamo identificando, siamo davvero fiduciosi che il nostro portafoglio abbia ancora un notevole margine di crescita.<\/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\/Aristea-New-Frontiers-2Q2021-Commentary-ITA.pdf\" target=\"_blank\" rel=\"noopener\"><img class=\"aligncenter\" src=\"http:\/\/kallistopartners.com\/it\/wp-content\/uploads\/2021\/07\/Commento2q21-e1626766151598.png\" \/><\/a><\/p>\n<\/div><\/section><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":3,"featured_media":2769,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[28],"tags":[],"_links":{"self":[{"href":"https:\/\/kallistopartners.com\/it\/wp-json\/wp\/v2\/posts\/2766"}],"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=2766"}],"version-history":[{"count":1,"href":"https:\/\/kallistopartners.com\/it\/wp-json\/wp\/v2\/posts\/2766\/revisions"}],"predecessor-version":[{"id":2775,"href":"https:\/\/kallistopartners.com\/it\/wp-json\/wp\/v2\/posts\/2766\/revisions\/2775"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kallistopartners.com\/it\/wp-json\/wp\/v2\/media\/2769"}],"wp:attachment":[{"href":"https:\/\/kallistopartners.com\/it\/wp-json\/wp\/v2\/media?parent=2766"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kallistopartners.com\/it\/wp-json\/wp\/v2\/categories?post=2766"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kallistopartners.com\/it\/wp-json\/wp\/v2\/tags?post=2766"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}