Conozca a Gianluca

Gianluca Ungari

Head of Hybrid Portfolio Management

27 años de experiencia en inversión

9 años en Vontobel

Milán

Vontobel Asset Management S.A.

Milan Branch

Piazza degli Affari, 2

I-20123 Milano

Italia

Gianluca Ungari se incorporó a Vontobel en noviembre 2015. Desde 2024, es Head of Hybrid Portfolio Management dentro de Quantitative Investments, responsable de soluciones de inversión híbridas, que aplican el enfoque "humano y máquina". Anteriormente, fue Head of Portfolio Management Italy.

Antes de unirse a Vontobel, trabajó como Head of Total Return and Institutional – HNWI Desk en Banca Monte dei Paschi di Siena desde 2009. Desde 2004, fue Head of Equity en AAA Sgr (Banca Antonveneta – Abn Amro). Desde 2001, desempeñó el cargo de Senior Fund Manager en Nextra Investment Management Sgr (actualmente Eurizon Capital Sgr), responsable del sector de tecnología global. Comenzó su trayectoria profesional en 1998 en Fineco Sim como analista cuantitativo.

Gianluca tiene un Bachelor of Arts en Economía por la Universidad de Pavía y un Master of Business Administration por el Imperial College School of Management de Londres.

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Quantitative Investments

31 Oct 2024 Quanta Byte

How Chinese policy shifts alter our view

China's latest stimulus, the largest since the pandemic, has changed our view on Chinese equities, suggesting potential near-term support. However, risks persist from the upcoming National People’s Congress meeting and the U.S. election, which could impact market sentiment. We will monitor these factors for tactical opportunities.

Quantitative Investments

2023-11-23_momentum-may-last-until-year_teaser

23 Nov 2023 Market Update

Momentum may last until year end but how dogmatic will central banks be in 2024?

Monetary policy has done a good job: inflation is down. But even if central banks just keep rates stable for now, the truth is that the pressure is on as the effects of monetary policy continue to unfold. The main question now is if we will return to the ambitious inflation target of 2% or if central banks will tolerate for inflation to fluctuate between 3% and 4%. Meanwhile, we may be in for a year-end rally as markets pre-celebrate victory over inflation.

Quantitative Investments

2023-09-18_Is-this-the-onset-of-the-second-inflation-wave_teaser

18 Sep 2023 Market Update

Is this the onset of the second inflation wave?

Last week’s inflation data revealed the economy’s vulnerability towards the vagaries of inflation. Services CPI remained stubborn and oil price gains fired up headline numbers again. While a second wave remains a possibility, even more pressing is a required adjustment by investors to the reality of a non-linear inflation decline coupled with slower growth that could last until 2025.

Quantitative Investments

2023-08-22_markets-remain-skittish__teaser

22 Ago 2023 Market Update

Markets remain skittish as rising oil prices may undermine inflation retreats

Inflation and interest rates still wrestle over the fate of the economy. Meanwhile, equities have had a pretty good run so far this year. However, when commodity prices started climbing earlier this summer, they had to give up some of the gains revealing underlying uneasiness over the trajectory of inflation and the economy.

Quantitative Investments

2023-06-12_somethings-gotta-give_teaser

8 Jun 2023 Market Update

Something's gotta give: when will the consumer start to wobble?

Equities and bond markets have rarely been as much at odds as they have been recently. While equities shrug off the possibility of a recession, bonds seem to be firmly counting on one. As this cycle remains notoriously difficult to forecast, the essential question is: when will the consumer start to wobble?

Quantitative Investments

2023-04-24_will-the-liquidity-gloss-over-last_teaser

25 Abr 2023 Market Update

Will the liquidity gloss-over last?

Markets are celebrating central-bank liquidity provisions for banks, recent inflation retreats, and a positive start of the Q1 earnings season: Permission to participate - but not without a grain of salt as the Fed gears up for its next rate hike and recession risks linger on.