Renato Zaffuto

One key move we made in the last three months was switching again from EU to US equities in October. 

Our biggest convictions remain in favour of developed world equities as well as a search for yield in developed govies rates and EU investment grade spaces. On the contrarian side, we are looking forward to next year, and raising exposure to emerging markets in a selective way.

The Tech Coup, Marietje Schaake, and Smart Money, Brunello Rosa and Casey Larsen.