Alessandro Costa
“The global economy condition was not impacted by interest rises and higher inflation, even if higher commodities prices and geopolitical situation in Middle East would increase the market down side risk. We believe that the positive outlook, in particular for equity investors, whilst market would become more volatile, is intact. We consider that is to too early to re-position our portfolio defensively and did not make any changes.”
Amount (E) Fund
8,000 M&G UK Recovery
8,000 Nordea European Value
7,000 AXA Optimal income
7,000 DWS Alpha Rent Global
6,000 GLG Capital Appreciation
6,000 Invesco GT Global Bond
6,000 Mellon Global Bond
6,000 Vontobel Global Value
4,000 Fidelity European Aggressive
4,000 Fortis Absolute Return
4,000 ING Global High Dividend
4,000 M&G Global Basics
4,000 CA Funds Arbitrage Var4
4,000 SISF European Alpha
3,000 Franklin Mutual Beacon
3,000 Legg Mason US Value
3,000 Nordea NA Value
3,000 Parvest US Small Cap
3,000 UBAM US value
3,000 UOB Kinetics Paridgm
2,000 JPMF Japan
2,000 Pictet Global EM
