April 2022
Interview Sabine Castellan Poquet : “To respect the ’Paris Agreements’, we will have to achieve carbon neutrality of our portfolios by 2050 at the latest”
According to Sabine Castellan Poquet, Investment Director Macif - Aema group, interest rise increase, a consequence of this resurgence of inflation, is rather positive for life insurers who are structural bond (...)
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April 2022
Interview Simon Thorp : « In the Aperture Credit Opportunities fund, we use fundamental analysis as well as quantitative tools »
According to Simon Thorp, Fund Manager of the Aperture Investors SICAV - Credit Opportunities Fund (ACOF), a more inflationary environment has a direct impact on the valuation of its long positions. In such a context, he aims to reduce the duration of our (...)
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February 2022
Interview Bertrand Desportes, Mazars Partner: “Impact finance is based on the pillars of intentionality, additionality and impact measurement”
According to Bertrand Desportes, Partner at Mazars, the issues surrounding impact as well as the notion of positive impact measurement quite clearly differentiate impact finance from other sustainable finance practices.
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November 2021
Interview Xavier Morin: "In 2021, we are seeing a real resurgence of interest in our strategies that are weakly correlated to the equity market"
According to Xavier Morin, co-CIO and in charge of the Event Driven Equity division at Syquant Capital, dividend arbitrage is deployed in the 4 Helium equity funds. The aim of this strategy is to capture discounts on Future Dividendes SX5E while limiting market (...)
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September 2021
Interview Gilles Cutaya: "All of our equity funds and 96% of our open-ended funds integrate the extra-financial criteria under Europe’s Sustainable Finance Disclosure Regulation (SFDR)"
CPR AM Deputy CEO Gilles Cutaya shares his convictions about a strategic choice that is ideally suited to meet the major challenges of our era.
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April 2021
Interview Olivier Thébault and Mia Dassas : "Investing in a SPAC is risky"
Olivier Thébault, partner at Allen & Overy and Mia Dassas, counsel at Allen & Overy, explains how PSPCs work, their advantages and disadvantages and the strong attraction of investors for this type of vehicle (...)
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March 2021
Interview Jean-Louis Charles : "We have implemented a hedging strategy for our entire equity portfolio until December 2021"
Jean-Louis Charles, Chief Investment Officer at AG2R LA MONDIALE, this strategy enabled the Group to remain calm in the first half of 2020 while remaining invested in equities. The strategy was carried out through the purchase of puts on the EuroStoxx50 (...)
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February 2021
Interview Ryan Blute : “more than 90 percent of our assets managed on behalf of our European clients having outperformed their benchmark”
PIMCO sees opportunities in the French CGP market. Traditionally oriented towards institutions, the management company seems to adopt a new positioning. Ryan Blute, Head of Global Wealth Management EMEA at PIMCO explains this strategy on the French market (...)
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January 2021
Interview Eric Dubos: "We are committed to holding 8% responsible investments in the bond pocket, including at least 80% in green bonds"
According to Eric Dubos, CFO and member of the MACSF COMEX, with negative rates on a good part of the yield curve, the search for yield pushes investors to extend the duration of portfolios ...
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January 2021
Interview Jean-Charles Bertrand: "We favor defensive assets, such as safe-haven currencies and CTA-type hedge funds"
According to Jean-Charles Bertrand, Head of Multi Asset at HSBC Global Asset Management, institutional investors should turn to defensive assets, such as safe-haven currencies and CTA-type hedge funds, rather than opting for sovereign (...)
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December 2020
Interview Bertrand Alfandari : “After launching the first ever ETF on the “low carbon” theme in 2008, we continued to expand our range by developing other ESG themes”
According to Bertrand Alfandari, Head of business development ETFs & INDEX FUNDS at BNP Paribas Asset Management, net inflows were very strong in Europe for ESG ETFs during the first nine months of 2020.
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September 2020
Interview Charlotte Alliot: « Index and Futures Euronext ESG 80 allow investors to invest in the 80 best performing ESG and best energy transition score listed companies in the euro zone »
According to Charlotte Alliot, Head of Institutional Derivatives, Euronext, the index ESG 80 improves the overall ESG score by 16.1% and the energy transition score by 26.2% compared to its benchmark…
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August 2020
Interview Matthieu Esposito: "We have not changed our strategic allocation with the health crisis"
According to Matthieu Esposito, Director of Investments & Treasury at La Mutuelle Générale, the investment team simply re-prioritized certain asset classes. With the markets falling, it has tactically sought to benefit from lower entry points on liquid (...)
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July 2020
Interview Thierry Dissaux : “Yes, we use Socially Responsible Investment (SRI) criteria”
According to Thierry Dissaux, Chairman of the French Deposit Insurance and Resolution Fund (FGDR), for its next call for equity offers, the FGDR should select an ETF equity index excluding companies with controversial governance and those with a significant share of their (...)
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June 2020
Interview Pierre Kanengieser : “I would advise finance / insurance groups to accelerate their digital transformation”
According to Pierre Kanengieser, Head of Finance & Insurance Industry at Facebook France, the only ambition of the social network is to connect the maximum number of people with each other in the world and not to compete with banks and (...)
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