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A glimpse inside a multi-asset manager's portfolio

Schroders portfolio manager Ugo Montrucchio leads multi-asset strategies investing across equities, bonds and alternatives. Current market conditions and asset valuations set high standards for the active allocation to deliver returns and limit the impact of falling markets.

Photo: Scanpix

What's the biggest difference between a single asset class portfolio manager and one who manages a multi-asset fund?

The level of knowledge, says multi-fund manager Ugo Montrucchio.

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