Multi Asset

With the collapse of Silicon Valley Bank dominating media headlines and fueling questions among investors, Mario Montagnani explains why our Multi Asset Boutique believes it is a company-specific, isolated case.

Should we blindly follow a machine? Or is human judgment needed to make weighed decisions? We believe that man and machine must act as a team to achieve the best results. That's why we developed the Wave, which is based on a big data approach and serves as a compass in our investment process.

Where can investors find opportunities? Where are the pockets of risk to avoid? Our portfolio managers explore consumer behavior in the tech and consumer staples sectors, and growth in emerging markets. We expect investor focus to shift from virus-induced disruptions to the pace of economic healing and we remain confident about market prospects ahead.