e-fundresearch.com: Why should investors consider an increase in allocation to your asset class in 2015?
Edoardo Ugolini: In a zero rates world investors willing to achieve a positive real return are forced to embark more and more risk in their portfolios , call them equity, duration, fx, or credit. Buy and hold strategies could be not rewarding on a 12 months horizon as markets could prove themselves to be quite volatile, so a professional investment manager able to manage these risks is important in 2015. Global macro investment management does not mean a “guru approach” (I-know-the-future like approach), rather the ability to weigh the risks in the portfolio at asset class level and at aggregate level, to cut losses and to take profits timely, this is our job and I believe that 2015 will be a good year for our strategy.
Hinweis: Edoardo Ugolini (Zest Asset Management) ist Speaker beim ARC Outlook 2015 am 21. Jänner in Wien
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