English to Italian Bus/Financial Investment / Securities fondi di investimento

While investors appear to have shrugged off the bad news in the credit markets, we remain moderately cautious in the near term. We are positioned towards financials and consumer stocks, which should be key beneficiaries of the region’s structural changes and less exposed to the slowing US economy. The long-term investment case for Asia is also underpinned by improving company fundamentals such improving profitability and a growing focus on shareholders’ interests. This, together with our thorough research and strong resources should mean that investors are well rewarded over the longer term.