The fix exists, but the macroeconomic fundamentals are very strong is the message of Dominic Paolini, head of equity fund of Italy Primegest (Generali Group). “The correction was done at great speed and was about as surprising as the growth that preceded it, the policy portfolio that we are taking at the moment is kind of conservativeness, and passes through a reduction in the risk profile and a sectoral allocation favors the financial stocks, utilities, some titles of luxury and fashion. We are also making acquisitions selective, focusing on solid companies for both the fundamental point of view of the results. In the medium term, however, the securities industry technology could returned. The scenery background, particularly in Europe, it is encouraging, we should see sustained economic growth and prices under control, the scenario is more favorable to a resumption of the equity sector. “
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