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Interview

Interview , April 2010

Nicolas Gomart : «It is inaccurate to say that the alternative investments industry has not been able to provide expected non-correlation»

Nicolas Gomart, deputy CEO of OFI-AM, in charge of alternative management, answers our questions about the hedge fund industry....

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Interview , February 2010

Olivier Combastet: « The purchase of farmlands is a good investment! »

Since 2006, Pergam Finances has invested in farmlands located in Argentina and Uruguay. For first in investors, the latent gain is above 40%...

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Interview , January 2010

Jean-Sébastien Debusschere : « The philosophy of the fund is to purchase and operate the forests around the world. »

Jean-Sebastien Debusschere, CIO of Fourwinds Capital Management explains the strategy of its fund focused on an original approach: forest investment.

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Interview , January 2010

Loïc Fery : « We are focussing our field of operation to the crossover debt»

His flagship, The Chenavari Multi-Strategy Credit Fund, posted 16 consecutive months of positive performances since its creation in 2007...

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Opinion

Opinion, March 2018

South Africa: a ray of hope

Following weeks of contestation, Jacob Zuma resigned on 14 February 2018 after nine years in office, leaving a mixed legacy to South Africa’s new president, Cyril Ramaphosa.

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Opinion, March 2018

Fear of Inflation

The increase in inflation has been considered as one reason for the correction. Accelerating inflation is related to the tightening of central banks’ monetary policy and the rise in the interest rate level, which may be a burden on economies and equity (...)

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Opinion, March 2018

How realistic are return expectations really February 2018 ?

Equities and real estate can structually deliver returns in excess of economic growth, but within limits, says Robeco investors Lukas Daalder.

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Opinion, March 2018

Trump’s macroeconomic poison cocktail

According to Lukas Daalder, Chief Investment Officer of Robeco Investment Solutions, tax cuts set to raise US government and trade deficits higher • Tariff plans add a new flavor to an already toxic cocktail • Spare capacity will determine the fate of this (...)

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Opinion, March 2018

The ECB managed to deliver both a hawkish shift, and maintain a dovish stance

According to Andrew Mulliner, Portfolio Manager, Janus Henderson Investors Fixed Income Investment Strategy Group, the ECB managed to deliver both a hawkish shift, and maintain a dovish stance, at its meeting this (...)

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