Professional Wealth Managementt

By PWM Editor

Bernard Aybran, head of manager selection, LCF Rothschild
Based in: Paris, France
“We will keep our equity weight at 60 per cent of the portfolio, unchanged over the last few months. Nothing much is different, except we kept increasing our energy stock holdings, lately adding a third fund on this theme: Fortis Europe Energy. The energy sector should go on profiting from reasonable valuations, sustained prospects for the oil price and, for many companies, comfortable dividend yields. For the rest of the equity portfolio, the distribution of important dividends remains a major theme.”

 

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