Dario Brandolini

“With a market bearish on the ­financial sector and bullish on ­commodity-related assets, we prefer to be well diversified, both on the bond side buying some long duration, together with some diversifying total return products, and on the equity side. On equities, we picked up some active managers on ­sectors such as technology with Vitruvius Growth Opportunities, utilities with ING Utilities, and energy with AMEX World Energy. Moreover, we bought JPM Middle East. We also accumulated some volatility exposure with CAAM Volatility Equities to get some market protection against market collapses.”