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Alken's Walewski reveals latest stock picks and the sectors to back

Fund selector favourite Nicolas Walewski talks exclusively to Citywire Global about the latest changes he has made to his portfolio.

The Citywire A-rated manager of the €5.3 billion Alken European Opportunities fund talks about why he is still positive on one of the most under-owned sectors in Europe - utilities - and why he is moving into defensive cyclical stocks.

The French manager also reveals the latest stocks he has added to his portfolio.

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