Professional Wealth Managementt

By PWM Editor

Dario Brandolini, head of quantitative management, RAS Asset Management Based in: Milan, Italy “Short-term perspectives seem good although in the long term we expect a turnaround or at least a global slowdown of the equity markets. For this reason we are quite neutral on the equity side with some tactical positioning in more speculative themes as energy (BlackRock MLIIF Energy) and commodities (JB Commodity Fund). On the other hand we maintain some hedging positions in alternative or market-neutral asset classes (JPM Highbridge and CAAM Volatility equities). We maintain a portfolio with less risk remaining fairly cautious.”

 

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