“In the current context, large movements between indices are not expected but, on the contrary, significant sectoral rotations. For this reason we see great opportunities in the space of utilities/ renewable compared to the industrial and financial sector”.
This is what emerges from the in-depth study by Andrea Scauri, Lemanik’s Italian stock manager: https://urly.it/3_x90
Andrea Scauri
More than 20 years of experience in equity markets, developed both within Asset Management firms and at leading investment banks both domestically and globally. In these contexts, lived between Milan and London before joining Lemanik Invest SA in 2019, Andrea has been directly involved in IPO processes of several companies. His in-depth knowledge of different economic sectors, with a particular focus on the Oil, Capital Goods and Consumer Goods sectors, combined with his strong financial analysis skills, which have led him to be consistently ranked among the top 10 financial analysts in the Italian market, represent the main components of his stock picking activity.
