Flexible and low-risk investment approach with Giorgio Bertoli

In this video, Portfolio Manager Giorgio Bertoli shares the strategic thinking behind a flexible, low-risk investment approach that has proven resilient across market cycles — delivering strong performance through the downturn of 2022 and the recovery in 2023.

Key takeaways:

• Active credit management creates value in inefficient markets
• Macro strategies enhance flexibility and optimize risk-reward
• Volatility is viewed as an opportunity for agile portfolios
• The strategy now integrates deeper geopolitical and tactical insights