Gallery
All the news about industry gallery
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,
July 2016
BlackRock Investment Institute’s Mid-Year 2016 Global Investment Outlook
More volatility looms for the global markets, torn between anxiety over the fallout of the UK’s vote to exit the European Union (Brexit) and the prospect of a strengthening U.S. economy, according to the BlackRock Investment Institute’s Mid-Year 2016 Global Investment (...)
Strategy,
July 2016
Why we are taking our equity overweight to neutral for first time in five years
Mark Burgess, CIO EMEA and Global Head of equities at Columbia Threadneedle Investments, discusses the market reaction post Brexit, the impact of central bank actions and why Columbia has decided to reduce its equity exposure from overweight to neutral in asset allocation (...)
Strategy,
July 2016
Alternative risk premia weathering Brexit storm well
Pierre-Yves Moix, co-manager of the Alternative Risk Premia strategy at GAM, comments on how the growing alternative risk premia industry has delivered strong performance in the uncertain Brexit environment – proving once again its strong diversification and market neutral (...)
Opinion,
July 2016
Brexit illustrates the diversification benefits of trend-following strategies
During the Brexit, the average CTA did very well: the SG Trend Index, a performance indicator for trend-following strategies, jumped 2.9% on 24 June. Trend-following strategies outperformed both equities, with the MSCI World Index dropping 4.9%, and hedge funds in general, (...)
Opinion,
July 2016
EM and the UK referendum
GAM Investment Director Paul McNamara looks at the impact of Britian’s surprise ‘leave’ vote on emerging market debt. In his view EM fundamentals have improved materially over the past three years, and a turn in the credit cycle could cause EM growth to pick up by the end of (...)
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Equities head for choppy ride as higher yield market takes hold