Navigating Market Volatility with Strategic Portfolios

This chapter reflects on effective portfolio management in uncertain macroeconomic conditions, emphasizing a barbell strategy that blends high-growth and defensive investments. It details the performance, expense ratios, and composition of the Mirova Global Equity Funds, with a focus on technology and sustainability holdings. Additionally, it addresses the risks associated with equity investments and the relevance of ESG criteria in shaping fund strategies.