Opinion Glimpses of light at the tunnel’s end

After a rollercoaster 2020 for European high yield markets, 2021 looks set to be more stable. Fears of high levels of corporate defaults have proved unjustified, allowing high yield to rebound in 2020 and setting the scene for the coming (...)

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Strategy Market neutral l/sto remain under pressure

In recent months, Market Neutral L/S strategies underperformed other hedge fund strategies, in a context where risk assets rallied following the Pfizer vaccine announcement in November 2020. While the strategy is not designed to capture the equity market beta, the alpha (...)

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Strategy The implementation of ESG in portfolios and the evolution of ESG reporting

We continue this series with Tomas Hildebrandt, Senior Portfolio Manager at Evli, and Janne Kujala, Head of Nordic Equity, to discuss implementation of responsible investments across funds and investment spaces.

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Video We are strengthening our allocations on the inflation theme

According to Malik Haddouk, Director of Diversified Management at CPR AM, the CPR reactive growth fund has maintained a fairly stable exposure to equities on average around 50% by making an allocation to emerging and Japanese equities in light of the corrections in recent (...)

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People Moves Stéphane Dedeyan takes over from Antoine Lissowski as Chief Executive Officer of CNP Assurances

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