Manuela Novati

Manuela Novati

manager Italy

Manuela Novati is a senior portfolio manager at Anima Sgr, specializing in fundamental equity investments. She provides insights into market trends, particularly in the context of cyclical sectors like semiconductors and defensive sectors such as telecommunications. Novati highlights the potential for growth in the European markets, contingent on favorable fiscal and monetary policies and decreasing energy prices, while also navigating the impacts of future trade agreements.

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