Eurizon Diversification is a winning choice over time

Paolo Monaco of the International Equity team explains his vision of the emerging country stock market to Fondi&Sicav. “Diversification and careful selection are not necessarily alternative investment choices. Building a portfolio naturally requires a careful selection of the companies in which to invest. However, the prices of emerging stocks, even those of the most solid companies, are often involved in the vicissitudes and fate of the stock lists of the countries in which they are listed, or in which their main assets are based […]. This is why the risks tied to emerging stocks in general, their markedly cyclical nature, the internal and external imbalances in some countries, as well as the risks of excessive currency volatility, all strengthen the case in favour of careful diversification as well, both by country and by sector, a choice that has in fact proven rewarding over time.”
 
“Eurizon: La diversificazione è una scelta vincente nel tempo"" - Fondi&Sicav.it, 17 June 2019