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We witness a positive societal, as well as supportive political and regulatory environment for infrastructure investments, especially in sectors driving the energy transition.
Vanessa Bonjean, from SG Private Banking is our Fund Selector of the month for May.
During the interview I asked him about the fund selection process at ABN AMRO Investments, what makes, in his opinion and experience, a great portfolio manager, and how he is navigating the current market situation.
Manoj Patel and Michele Ghedini, discussed how to be protected against market volatility.
Jean-Baptiste Fargeau is our Fund Selector of the Month for April.
More often than not, the asset class is labelled as market neutral with properties that are uncorrelated with traditional asset classes.
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