NUMBERS
THE ASSET MARKET IS OVERSIZED. IT'S BECOMING INCREASINGLY DIFFICULT TO STAND OUT.
THE OUTCOME OF A LARGE NUMBER OF MANAGERS AND RESOURCES "FLEEING" FROM FUNDS: MORE THAN 50% OF THE ASSETS DON'T COVER THEIR COSTS!
AFTER A TURBULENT START TO THE YEAR, CREDIT FIXED-INCOME FUNDS HAVE RETURNED TO POSITIVE TERRITORY IN TERMS OF CAPITAL RAISING.
WITH WEAK 24-MONTH AND 36-MONTH RETURN WINDOWS, THE MULTIMARKET CLASS HAS BEEN HEAVILY PENALIZED IN 2023.
IN EQUITY FUNDS, HISTORY REPEATS ITSELF: POOR MEDIUM AND LONG-TERM RETURNS (5 YEARS) LEAD TO HEAVY WITHDRAWALS.
AND IN THIS "BEAR MARKET", EQUITY FUNDS AND MULTIMARKET FUNDS MORE THAN RETURNED ALL THE CAPITAL RAISED IN PREVIOUS YEARS.
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© 2023 - Outliers Advisory. All rights reserved. CNPJ 49.670.071/0001-90