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In 2020, we have already gradually started to balance our portfolio, which was previously very growth-orientated, and added more value markets and value managers in a broadly diversified manner.
Ian Crispo, from Deutsche Bank International Private Bank is our Fund Selector of the Month for June.
Fund selectors and fund buyers had the opportunity to listen to the strategies to the six fund managers: Etica sgr, Nomura, abrdn, Compass / Ninety One, GSA Coral and Global X.
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.
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