Herr Rossi, Fixed Income und Credit insbesondere spielen heutzutage noch eine Hauptrolle innerhalb der Portfolios der Anleger. Welches sind die Schwerpunkte für das neue Jahr aus Ihrer Sicht?
Ich würde sagen, dass es einen säkularen Bedarf an Renditen gibt. Niedrigzinsen sieht man schon seit Jahren. Es ist daher keine echte Neuigkeit, aber das wichtigste Thema für Fixed-Income-Anleger bleibt: wie können Erträge im aktuellen Umfeld generiert werden? Man darf diesbezüglich nicht vergessen, dass die Gesamterträge eines Anleiheportfolios durch zwei verschiedene Treiber erwirtschaftet werden können. Wir sehen einerseits die Endfälligkeitsrendite des Portfolios und andererseits seine Reagibilität zu den Risikofaktoren des Marktes insgesamt. Einfach und klar. Das muss man immer im Auge behalten.
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01/18/2021
Lemanik SA
Manchmal liegt die Innovation eben in der Einfachheit
Zur Person
Paolo Rossi ist Leiter des Business Development für die DACH-Region bei Lemanik Invest SA. In dieser Tätigkeit ist er unter anderem verantwortlich für den Vertrieb von Lemanik-Fonds, die Geschäftsentwicklung der Firma und die Beziehungen mit den institutionellen Investoren. Er verfügt über eine lange Erfahrung im Asset-Management-Bereich und hat bei erstklassigen Investmentgesellschaften in Italien wie Monte Paschi Asset Management, BNP Paribas und Pramerica gearbeitet. Er war bei diesen Unternehmen in verschiedenen Positionen tätig. Zwischen 2005 und 2015 war er für Fondsauswahl, Advisory und Asset Allocation verantwortlich. Er beschäftigte sich von 2002 bis 2005 mit Fixed-Income-Portfolios und zwischen 2012 und 2015 arbeitete er als Produktmanager. Er ist seit 2015 in der Schweiz bei Lemanik Invest SA als Business Development Manager und Investor Relator angestellt. Paolo Rossi verfügt über einen Hochschulabschluss in Volkswirtschaft und Quantitative Finance der Università Luigi Bocconi in Mailand, wo er auch seinen Doktortitel erlangte.
