Three fund selectors outline their strategies for investing in uncertain times

This Wednesday, May 19th RankiaPro Europe hosted its third Conference Call of 2021. It was pretty exciting to hear about the strategies and insights of our three panelists while discussing the market and the effects of the inflation, vaccinations and other current affairs in the market.

To discuss on the topic Investment Funds for Uncertain Times we had the honour of hosting three investment professionals whose expertise gave us an overview of the funds and investment market, what they are looking for their strategies at the moment, and what they expect in the future.

Austen Robilliard, Investment Director at Murdoch Asset Management Ltd, Arnaud Bergeot, Fund Analyst Manager Research at ABN AMRO Investment Solutions and Patrick Volkart, Senior Investment Advisor at Bank Avera touched on a broad range of factors that are likely to shape the investment landscape during these uncertain times, ranging from important macro issues like the stimulus and the raise of the inflation, and their effects in their portfolios.

Austen Robilliard joined Murdoch Asset Management in July 2007 as a trainee investment analyst focusing on collective investment schemes, having previously worked on central operations at Towry Law.  He has spent his (near) 14-year tenure at MAM as a fund selector, taking charge of the model portfolios in 2009 and worked his way up to Investment Director.  Austen is a former Top 30 Under 30 with Citywire and he is the reigning European Fund Selector of the Year with International Investment. 

Arnaud Bergeot is an Analyst dedicated to US equities strategies in the Manager Selection team of ABN AMRO Investment Solutions (AAIS). His responsibilities include the selection of funds. Between 2016 and the beginning of 2019, he covered Fixed Income managers. Before joining ABN AMRO INVESTMENT SOLUTIONS in February 2016, Arnaud was a Fund Analyst on various asset classes at FundQuest Advisor – BNP Paribas. Previously, he also worked as an assistant Portfolio Manager/ Fund Analyst at Banque Leonardo. Arnaud holds a Master’s degree in Financial Markets from the Clermont-Ferrand Business Administration Institute (University Clermont Auvergne).

Patrick is a senior investment advisor in the investment solutions team at Bank Avera since May 2020. In this role, he is also responsible for the fund selection and monitoring within all asset classes and strategies. Prior to joining Bank Avera, Patrick was working for 4 years at Raiffeisen Switzerland where he had multiple roles and sat on various investment committees. Before joining Raiffeisen he was working in the investment area of different Private Banks and held also managerial positions as Head of Asset Management or Head of Treasury and Fund Research.