Dario Brandolini

“Our balanced portfolio is fairly split between equities and bonds. Although energy, gold and technology are still investment themes in our portfolio, we have introduced some selected defensive themes like water sector and global franchise strategy. On the bond side, the increasing rates scenario suggests total return bond products with flexible investment processes. Good growth perspectives in Asia continue to suggest Asia property as asset class of interest. At the geographical level, preferences go to funds managed in a very active way with an original investment process.”