Risk-managed Equities

Maria Musiela, Client Portfolio Manager, discusses Unigestion’s risk-managed equities process, the themes that drove strong performance in 2018 and what investors can expect going forward.


  • Within our risk-managed equities, we seek to deliver asymmetrical returns in order to generate long term outperformance
  • Our outperformance in 2018 was driven by our more defensive approach to portfolio construction as well as by a more disciplined focus on valuation

  • Looking ahead, fears of inflation, which were prevalent in 2018, have now given way to fears of a recession, driven by trade wars and the continued slowdown in China and its potential impact on the global economy
  • ESG is another big theme within our portfolios and we expect this to become increasingly important, driven by regulatory and reporting requirements


UNIGESTION SA 8C Avenue de Champel Postfach 387 1211 Genf 12 Schweiz +41 22 704 41 11 clients@unigestion.com


UNIGESTION SA - Zürich Branch Sihlstrasse 20 8021 Zürich Schweiz + 41 44 220 16 00 clients@unigestion.com

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