Alessandro Costa
“After the Federal Reserve left Fed funds unchanged at 5.25 per cent in last’s FOMC meeting, the risk of inflation still haunted the market growth prospective. However, the odds of a recession are rising, it’s not yet a done deal. In October, we increased our positive view on equities relative to the bonds valuation and we made some changes in the portfolio position adding two new equity funds: MFS European Value and Protea Winter Green Fund.”
Amount (E) Fund
8,000 Nordea European Value
7,000 Axa Optimal Income
7,000 DWS Forex Strategy
6,000 Vontobel Global Value
6,000 GLG Capital Appreciation
6,000 Invesco GT Global Bond
6,000 M&G UK Recovery
6,000 Mellon Global Bond
5,000 MFS European Value
5,000 Protea WinterGreen Fund
4,000 Parvest Euro Bond Opp
4,000 CA Funds Arbitrage Var4
4,000 DWS Alpha Rent Global
4,000 ING Global High Dividend
4,000 SISF European Alpha
3,000 Legg Mason US Value
3,000 M&G Global Basics
3,000 Nordea NA Value
3,000 UBAM US Value
2,000 JPMF Japan Equity
2,000 Pictet Global EM
2,000 UOB-Kinetics Paradigm
