The chief investment officer Guy Wagner from BLI- Banque de Luxembourg Investments walks you through several rotations that have been observed within the equity markets.
The Sharing Alpha initiative gives us the possibility to know the managers and the funds preferred by the European advisers and selectors.
Mia Söderberg is our Fund Selector of the Month for August. She is currently the selection manager at Munich Re and has extensive experience in manager selection within equities and fixed income, and with an added edge within ESG integration.
Diego Bossio, our Fund Selector of the Month, is a member of the asset management Team of Banca Reale and is focused on multi-asset portfolio management and fund selection.
The COVID-19 pandemic has wreaked havoc on all aspects of life, fund markets included. What shifts were experienced in the fund selection space and what we can expect for the second half of the year?