This Thursday 7th of April here at RankiaPro Europe, we hosted our second Conference Call of 2022. It was quite interesting to hear about the strategies and insights of our two panellists while discussing the current situation of the markets, volatility and inflation.
To discuss the topic of Funds to be protected against market volatility, we had the pleasure of hosting two investment professionals whose expertise gave us an in-depth overview of the current market situation.
Manoj Patel, Portfolio manager of the global infrastructure securities funds at DWS Group and Michele Ghedini, Private Banker at Sanpaolo Invest joined us in order to discuss a fund to be protected against market volatility, DWS Invest Global Infrastructure LC.
“There are people that whose job is to try to forcast what will happen in the future but as you said they are just forecast. Me as a private banker I can be prepared to prepare clients to get ready their portfolios to be able to navigate all the scenarios that will appear in the future, both good scenarios and uncertain scenarios. This is a work that requires time and requires knowledge of the client, if we work together with a good synergy with the clients, I think that we can go all through all the scenarios”
Michele, from Italy, is a private banker for Sanpaolo Invest, one of Intesa Sanpaolo’s branches for private banking. In 2018 he got his Bachelor’s Degree in Economics and Finance at the University of Bologna and in 2020, he completed his MSc in Finance at Nova SBE in Lisbon.
He immediately started his career in private banking, making the experience as an assistant for the first months and then, after passing the state exam and being listed in the Register, like a PB. While he is moving his first steps in the industry, he had the chance to work paired with a seasoned colleague with decades of experience who’s helping and guiding him in the construction of his portfolio and in his professional development.
“I would akcnowledge that the recent rebound, the high energy prices could potentially have an impact in some torahs globally”
“These are key reasons why you would own infrastructure. They are long-term physical durable assets and because they provide essential services, there is inelasticity on the demand for these assets. When you invest in infrastructure you benefit over the long-term by having less volatility in your returns”
Manoj joined the Company in 2011 with 8 years of industry experience. Prior to joining, Manoj held various roles at Brookfield Investment Management (formerly KG Redding/Brookfield Redding), most recently spearheading the formation of their dedicated listed infrastructure business. He previously created the Dow Jones Brookfield Global Infrastructure Index Series. Additionally, Manoj held roles in Portfolio Management, Portfolio Oversight and in Research. BS in Finance from Indiana University, Bloomington; CFA Charterholder.