Gallery
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Interview
Interview ,
October 2017
Fiona Reynolds : « The idea that sustainability equated to diminished returns has been steadily eroded with numerous studies »
Fiona Reynolds, Managing Director of the PRI (United Nations) gives us her point of view on SRI in the investment world. According to the idea that sustainability equated to diminished returns has been steadily eroded with numerous (...)
Interview ,
September 2017
Julien Bras : « We have about one hundred securities, with 89 % of our assets invested in green bonds »
According to Julien Bras, co-fund manager of the Allianz Green Bond fund, the strategy invests primarily in green bonds issued by companies, government agencies and supranational entities...
Interview ,
July 2017
RARE Infrastructure’s View on Trump’s infrastructure plan
According to Richard Elmslie, Co-Chief?Executive?Officer, Co-Chief Investment Officer and Portfolio Manager, Trump’s administration needs to establish a framework that needs to be robust enough to provide the private equity and debt sufficient comfort that, over the life of (...)
Strategy,
July 2017
Anne Le Borgne : “Our international equity thematic fund, Amundi Funds CPR Global Lifestyles aims to tap into the boom in multi-generational well-being.”
Well-being and self-actualisation are structural societal trends whose growth potential CPR AM, a well-regarded thematic manager, wants to tap into.
Interview ,
July 2017
Aude Lerivrain : « Can we invest in the chinese banking sector without worries? »
According to Aude Lerivrain, Head of Credit Research at CPR AM, we are seeing in the Chinese banking system many of the early warning signs of the major banking crises of recent years (in the US, Ireland and Spain)...
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Opinion
Opinion,
May 2017
France election: Macron wins big
The French election result confirms our view that markets until recently had overstated European political risks. Italian political risk and the country’s fragile banking system could move back into focus soon, however, particularly if the likelihood of early elections in (...)
Opinion,
May 2017
French election 2017: Markets march on
The centrist candidate’s victory is seen as a positive for European stability, something which supports the global reflation trend that has been building up since last summer. Economic data in Europe, Asia and the US has been improving, underpinning traditional risk assets, (...)
Opinion,
May 2017
Government bonds: caution ahead
Geopolitical forces suppressing global government bond yields have somewhat dissipated after the French first-round vote. We see Fed rate rise expectations returning as a bond market driver, justifying a cautious stance on sovereign (...)
Strategy,
April 2017
Low volatility, the hidden factor
Robert Haugen, who discovered the low-volatility anomaly in 1972, wrote numerous articles and books to try to popularise what he called the ‘hidden factor’. To some extent, it was only the advent of smart beta investment strategies that turned his dream into reality, as low (...)
Opinion,
April 2017
French elections : Europe lives on !
“The results from the first round of vote counting strengthen our confidence that, from this summer, France will have a president in favor of reforms for the first time.” Comments from Stefan Kreuzkamp, Chief investment Officer Deutsche Asset (...)
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