“We are slightly more constructive in the light of the signs of stabilisation of macro indicators in Europe and in anticipation of the next ECB interest rate cut, which could direct flows especially towards the mid-small cap. Our baseline scenario assumes modest economic growth but not recession, with central banks gradually reducing real interest rates“.
Read the view of our fund manager Andrea Scauri: 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.
