Partners

Interview

IMG
Interview , March 2021
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 (...)
IMG
Interview , February 2021
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 (...)
IMG
Interview , January 2021
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 ...
IMG
Interview , January 2021
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 (...)
IMG
Interview , December 2020
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.

Opinion

IMG
Opinion, June 2018
Back to inflation: The inflation theme enjoys a more favourable momentum in the euro zone
The first estimates of May’s figures show very clearly that overall inflation has accelerated after several months of stability, proof that the ECB’s accommodating policy is being efficient. The analysis of Thomas Page-Lecuyer, Senior investment specialist at CPR (...)
IMG
Opinion, June 2018
Political uncertainty weighs on Italy
Italy’s struggle to form a government and the threat of a new election have caused bond spreads to widen, signaling market concerns. Despite Italian bonds recovering, volatility is running high and investors need to ask whether there will be a contagion impact across Europe (...)
IMG
Opinion, May 2018
Anatomy of a dollar rally
In the era of Central Bank policy influence, we have become used to large shifts in the performance and trends of different currencies across time. For the better part of the past two years, the currency headlines have been dominated by a weakening US (...)
IMG
Opinion, May 2018
Italian populist parties close to a deal
Last week, equity markets kept moving higher, while the US yield curve continued to flatten. The 2-10 and 10-30 differentials reached the lowest level since August 2007. President Trump’s decision to withdraw from the Iran’s nuclear deal pushed oil prices at the highest level (...)
IMG
Opinion, May 2018
Pakistan: Balancing risks and rewards
For most investors, Pakistan is largely defined as being highly volatile, be it in terms of security, politics or the economy. And in many ways, it is. However, Charles Sunnucks, Assistant Fund Manager, Emerging Markets, argues there is increasing evidence of positive (...)
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