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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
Strategy, November 2011
US dollar now sole safe haven currency
The US dollar will increasingly benefit from the flight to quality as the appeal of other ‘safe haven’ currencies wanes, according to Jack McIntyre, portfolio manager at Brandywine Global, a subsidiary of Legg Mason.
IMG
Opinion, November 2011
Europe: bonds or equities?
One of the most surprising characteristics of the current crisis is the fact that bond investors appear to discount more eurostress than equity investors. Is this justified?
IMG
Opinion, November 2011
Overview of Quantitative Finance in France
A short review of quantitative finance in France under the lens of the Next Finance website: Profile of quants, origins and outlook of the industry.
IMG
Strategy, October 2011
Two big macro themes the strategic investor should be looking at
The two big macro themes that investors should keep in mind are those of deleveraging and rebalancing. There has been a ream of insight written about fiscal sustainability over the past three years, but the most important question lies in whether there will be an offsetting (...)
IMG
Opinion, October 2011
Stuck between Europe and China
For investors in emerging markets, the positive dynamics in China, on the one hand, and the malaise in Europe, on the other, are causing perplexity.
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