A trio of managers reveal the main strategies which have boosted fund performance this year and how they are insulating portfolios from macro-economic risks.
They also outline their different investment processes and how investors should expect their portfolios to perform in varying market environments. Could European equities double in the next three years? The trio were presenting their views on the opportunities and threats for European investors at Investment Week's recent Europe Breakfast Briefing. Geneviève Lincourt-Gheyssens, client portfolio manager, Pictet Total Return Agora What is your investment process on the fund? What benefits could the fund bring to an investor's portfolio? Pictet Total Return Agora is an eq...
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