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Ernesto Prado Bailey McCann, Opalesque, New York:
Fund of funds are still able to find returns despite the current high volatility, risk-on/risk-off environment. Ernesto Prado is Chief Investment Officer and Partner at Ayaltis AG discusses these opportunities in a recent interview with Sona Blessing for Opalesque Radio.
Prado has a background working at Fidelity Investments in Boston and Salomon Brothers in New York and London in their Fixed Income Derivatives Group. In 1998 he restructured Salomon's LTCM fixed income derivative portfolio in extremely volatile conditions. Since then he has been working with investors at Ayaltis AG focusing on ways to find returns in this unique market environment.
"To put things in context, it is a very interesting time to verify a manger and diversify a portfolio to withstand the type of volatile market we have right now," Prado explains. He notes that in order to capture the returns he has so far, he had to have a very clear macro market picture and understand what was happening within the broader geopolitical sphere. Otherwise, he would have been in the same boat as other fund of funds that have had to traverse the choppy equity markets without a broader, macro understanding of market forces.
"Both the US and the EU are overly indebted, but the difference is that the EU is poorly structured and we structured our portfolio within that underst...................... To view our full article Click here
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