Sycomore Sélection Responsable: Portfolio Manager Comment Q1 2022
In Short
Commentary for Q1 2022 on Sycomore Sélection Responsable by Cyril Charlot Founding partner, Olivier Cassé, CFA Senior PM, Bertille Knuckey, Head of ESG Senior & PM and Giulia Culot, Senior PM at Sycomore Asset Management
Sycomore Sélection Responsable: Portfolio Manager Comment for Q1 2022
Market Environment
After a bullish year in 2021, Eurozone equity markets experienced much higher volatility in the first months of 2022 following the publication of record inflation readings in the United States and in Europe, and as the first monetary tightening measures proved stronger and faster than initially expected
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Sycomore Sélection Responsable I Comment Q1 2022
Cyril Charlot
Founding partner
Olivier Cassé, CFA Senior Portfolio Manager
Bertille Knuckey
Head of ESG & Senior Portfolio Manager
