The ABC newspaper in collaboration with DPM Finanzas has published an article on the behavior of “megatrend” funds in the face of coronavirus uncertainty.

While the themes help the investor simplify their investment process, we are concerned about such “simplicity” since not all the topics are equally diversified either geographically or at the level of the number of companies that make up it. And in many cases companies are not categorized into a single theme. It is also important not only to analyze the past behavior of a topic but also the valuations that are discounted in its prices since we continue to see flows towards them to the detriment of other industries whose current level of uncertainty is higher but likely to offer a greater potential for future revaluation- Carlos Farrás, CIO DPM Finanzas