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March 2018

Strategy Survival of the fittest: adapting to complex markets

With monetary tightening expected, investors will need to consider the sensitivity of their equity portfolio to sovereign bonds and protect it as far as possible through active stock selection and sector allocation.

March 2018

People Moves State Street Global Advisors Appoints Kathleen Gallagher as Head of ETF Model Portfolios

State Street Global Advisors (SSGA) announced the appointment of Kathleen Gallagher as head of ETF model portfolios for EMEA and Asia Pacific, effective immediately.

March 2018

Strategy Time to reinforce neutral fund allocations

We think it is time to strengthen L/S Neutral funds allocation. While they faced months of challenging transversal stock rotations, we expect their environment to improve for several reasons.

March 2018

Video The Silver economy, a promising global investment

CPR AM started 2018 in a positive frame of mind regarding the "Global Silver Age" strategy. Find out more about the strategy with Vafa Ahmadi, Head of Global Thematic Equities and Jean-Dominique Seta,Thematic Equity Portfolio (...)

March 2018

Opinion Scope welcomes European Commission’s Action Plan on sustainable finance

The European Commission’s sustainable finance plan is a step forward, in the view of Scope Public Finance. This contribution outlines Scope’s views on the distinct nature of ESG and sovereign risk, their areas of overlap, and next research (...)

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