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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.
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Opinion
Opinion,
October 2015
Fed: The Art of Evasion
The US Federal Reserve maintained a status quo on its interest rates at its September meeting, thereby extending a period of zero interest rates that has lasted for virtually seven years already. This decision, which ought to have reassured investors, was on the contrary (...)
Opinion,
October 2015
Outlook Brazil
Brazil is in recession territory. The country’s fiscal consolidation plan had a major set-back in July as the finance minister Joaquim Levy announced a significant downward revision of the government’s primary fiscal surplus targets. In august, S&P placed Brazil’s foreign (...)
Strategy,
October 2015
Is traditional asset allocation no longer an option?
Sometimes, I wonder if asset allocators realise how lucky they used to be. We used to have the luxury of combining bonds with equities to form a diversified portfolio. Sovereign bonds – from many countries – used to be of high quality. But I am afraid that those times are now (...)
Opinion,
September 2015
A Dovish Fed is Set to Support CTA and Macro Managers
Markets were on standby mode ahead of the Fed’s meeting last week. Hedge funds were flat and there was little dispersion in returns across the managers (see chart). Event-Driven outperformed as equity volatility edged lower. Meanwhile, Fixed Income strategies underperformed (...)
Opinion,
September 2015
The Fed skips its turn... but for how much longer?
We think it is reasonable to bet on an upcoming monetary tightening (next December FOMC): The US economy can fully withstand some interest rate increases; the global economy, probably a bit less; and the financial markets (especially emerging), less still. This means that (...)
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Jean-Francis Dusch : ’’Our mission is to offer investors a stable and predictable long-term return, from selected debt investments in developing and fast-growing sectors’’