Gallery
All the news about industry gallery
Interview
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 (...)
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 (...)
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 ...
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 (...)
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
Opinion,
November 2016
Trump victory: a non-event for markets?
The Fed should maintain its data-dependent normalization course with a rate hike likely mid-December 2016. Fed fund futures signal the market has not changed its mind on the Fed staying dovish in 2017. Janet Yellen’s four-year mandate as chair of the Board of Governors will (...)
Opinion,
November 2016
President-elect Trump. 5 predictions on what happens next in the global economy and markets.
The votes are in and it is clear. For the second time in 2016 we have had a major rejection of the political status quo. Following on from the shock UK referendum result, a Trump victory is further evidence that many believe that we have reached peak globalisation and income (...)
Opinion,
November 2016
What does Brexit mean to Property Investors & Developers?
Initial shock at the prospect of leaving the EU sent the markets into decline, but have they not reacted pretty much as anticipated? Never letting a crisis go without opportunity, selling high to force a low, and then buy back? An analysis from Rick Nicholls, Managing (...)
Opinion,
November 2016
A Clinton victory reduces political uncertainty
According to Martin Arnold, Director – FX & Macro Strategist, ETF Securities, a Clinton victory reduces political uncertainty, and takes another excuse away from the Federal Reserve to not raise rates at December FOMC meeting. USD is likely to continue to strengthen, (...)
Opinion,
November 2016
International Equity : Why a Trump victory would not be the worst result
The biggest concern would be if the winning candidate manages to get control of both houses. According to Nick Clay, manager at Newton Investment Management, a subsidiary of BNY Mellon IM group, if that were to happen, then radical policy changes could be set in (...)
|
|
© Next Finance 2006 - 2025 - All rights reserved
Equities head for choppy ride as higher yield market takes hold