Three Fund Selectors discuss how to position portfolios for the second half of the year

This Thursday, 15th of July here at RankiaPro Europe we hosted our fifth Conference Call of 2021. We had a fantastic time learning with the insights and strategies of our three panelists while understanding their strategies on how to position portfolios for the second half of the year.

To discuss on the topic how to position portfolios for the second half of the year, we had the honour of hosting three investment professionals whose expertise gave us an understanding of the current state of the market, we discussed the state of the vaccinations in the different countries, and its effect on Emerging markets and the supply chain, inflation and the potential of recovery in the market.

Fahd Bargach, Fund Selector at OFI Asset Management, Kalinka Dyankova, Senior Fund Analyst at Lyxor Asset Management, and Antonio Del Vaso, Head of Investment Services at Volksbank touched on a broad range of factors that are likely to shape the investment landscape during these times of uncertainty and inflation.

Fahd talked during his presentation about the funds Tikehau Subfin Fund, Lazard Global Convertibles Recovery as part of his strategy.

Fahd is an analyst in the Fund Selection team at OFI Asset Management. He joined the company in 2017 and covers the selection of Fixed Income and Convertible Bonds funds. Fahd is a graduate of HEC Lausanne with a master’s degree in Finance.

Kalinka presented as part of her strategy the funds BGF Continental European Fund, Lyxor Marathon EM Debt, Fidelity UK Special Situations.

Kalinka Dyankova is a Senior Fund Analyst at Lyxor, which she joined in 2014. She holds a master’s Degree in Risk Management from Université Paris XIII Nord (2010) and a master’s Degree in Trading and Asset Management from ESLSCA Business School. Kalinka is mainly in charge of analysing UK equity and Bonds and GEM Equities funds.

Antonio englobed inside of his strategy to position portfolios for the second half of the year the funds Anima High Potential Europe, JPMorgan China A-Shares Opportunities, Blackrock China Bond, Pictet Global Megatrend.

Graduated in Banking & Finance, Antonio worked in 2014 for major business-consulting firms; Dedicated to driving success through teamwork and efficient communications, he accepted the position as project manager for the restructuring of Wealth Management, and as of June 2020 he has been designated as Head of Investment Services. Currently, he is also enrolled in an Executive MBA program in SDA Bocconi.