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Research, commentary, and long-term perspectives on structural megatrends and portfolio allocation.
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24th of March 2026
Fund Profile
he IMP Global Megatrend Umbrella Fund is an actively managed UCITS equity fund domiciled in Liechtenstein.
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23th of March 2026
Idea Generation
IMP Global Megatrend Umbrella Fund: Megatrends/Investments Identification Process/Monitoring • Generate ideas for megatrends • Identify them, and • Select companies/investments for a specific megatrend Identifying Meg...
Read article28th of February 2026
IMP Global Megatrend Umbrella Fund Commentary - 28 February 2026
IMP Global Megatrend Umbrella Fund Commentary Global equity markets delivered mixed performance during February as investors navigated a more complex investment environment characterized by increased volatility within...
Read article31th of January 2026
IMP Global Megatrend Umbrella Fund Commentary - 31 January 2026
IMP Global Megatrend Umbrella Fund Commentary Global equity markets began 2026 on a constructive note, delivering positive returns despite elevated geopolitical uncertainty and periods of heightened intraday volatilit...
Read article31th of December 2025
IMP Global Megatrend Umbrella Fund Commentary - 31 December 2025
IMP Global Megatrend Umbrella Fund Commentary Global equities paused in December amid rising volatility, reflecting a mix of investor caution and broader macroeconomic uncertainties. Following a strong earnings season...
Read article30th of November 2025
IMP Global Megatrend Umbrella Fund Commentary - 30 November 2025
IMP Global Megatrend Umbrella Fund Commentary Global financial markets experienced a resurgence of volatility in November as concerns over the pace of Federal Reserve easing, elevated equity valuations, and disruption...
Read article31th of October 2025
IMP Global Megatrend Umbrella Fund Commentary - 31 October 2025
IMP Global Megatrend Umbrella Fund Commentary Global markets ended October on a strong note, underscoring the resilience of the current bull market despite recurring political and geopolitical challenges. The S&P 500...
Read article30th of September 2025
IMP Global Megatrend Umbrella Fund Commentary - 30 September 2025
IMP Global Megatrend Umbrella Fund Commentary Global markets advanced in September, supported by solid corporate earnings, moderating inflation, and a shift in monetary policy. The Federal Reserve cut rates by 25 basi...
Read article31th of August 2025
IMP Global Megatrend Umbrella Fund Commentary - 31 August 2025
IMP Global Megatrend Umbrella Fund Commentary Global markets in August remained at a key inflection point, balancing weaker but resilient equity performance with an evolving monetary landscape and persistent geopoliti...
Read article31th of July 2025
IMP Global Megatrend Umbrella Fund Commentary - 31 July 2025
IMP Global Megatrend Umbrella Fund Commentary In July, equity markets continued to show resilience, maintaining their upward momentum despite several challenges beneath the surface. Both the S&P 500 and Nasdaq Composi...
Read article30th of June 2025
IMP Global Megatrend Umbrella Fund Commentary - 30 June 2025
IMP Global Megatrend Umbrella Fund Commentary In June, global equities continued their upward trajectory, buoyed by renewed progress in U.S.-China trade talks, a de-escalation of tensions in the Middle East, and dovis...
Read article31th of May 2025
IMP Global Megatrend Umbrella Fund Commentary - 31 May 2025
Data as of 31.05.2025 - Marketing Communication 1 IMP Global Megatrend Umbrella Fund Commentary In May, markets staged a sharp rebound, driven by progress in trade talks, signs of economic resilience, and easing volat...
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