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Interview
Interview ,
December 2016
Michèle Lacroix : “SCOR has strengthened its teams to invest more heavily in bank loans”
According to Michèle Lacroix, Head of Group Investment Office at SCOR, for several years, equity exposure has been strongly reduced in the group investment portfolio in contrast to its bank loan exposure...
Interview ,
December 2016
Marie Lemarie : “We have halved our equity exposures between 2011 and 2016”
According to Marie Lemarie, director of investments at Groupama SA, the conjunction of solvency and low-rate environment has militated for a reduction of the equity risk. Groupama has halved its equity exposures between 2011 and (...)
Interview ,
December 2016
Jean-Philippe Médecin : “Solvency II did not lead to a significant decline in our equity exposures”
Jean-Philippe Médecin, funding and asset-liability management director within the CNP Assurances investment department and its team are increasingly integrating hedges to limit the effects of market drawdowns…
Interview ,
December 2016
Agnès Lossi : "We expect a lot of progress in terms of dynamic balance sheet management and capital steering including their volatility, which is probably the major challenge for institutions."
According to Agnès Lossi, Partner and Director at Indefi, market risk contribution to capital requirements is high. It represents almost 50 % of the capital needs.
Interview ,
November 2016
Patrick Delestra : "Investing in thematic equities makes sense only if we use a specialist fund manager"
According to Patrick Delestra, Head of Equity at Apicil group, a balanced portfolio must used several kinds of strategies namely Small caps which outperform over the long term, Value equities that are undervalued and Growth stocks which are expensive but offer (...)
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Opinion
Strategy,
January 2017
Buy in January, Sell in May? The seasonality of commodity performance
Most commodities outperformance is skewed to the early months of the calendar year, according to ETF Securities, one of the world’s leading independent providers of Exchange Traded Products (ETPs).
Opinion,
January 2017
Positioning portfolios for 2017
We see reflation ? rising nominal growth, wages and inflation – accelerating globally in 2017, led by the U.S. This theme is central to how we suggest positioning portfolios for the coming year, including our preference for value stocks over bond (...)
Opinion,
January 2017
Generali Investments’ 2016 Year Review: European High Yield Bonds
For the European high yield bond market, 2016 was marked by three distinct phases and some defining moments. In contrast to normally favorable seasonal trends, the beginning of the year saw an abrupt sell-off which lasted for the first forty days on the back of a global (...)
Opinion,
December 2016
2017 outlook: China equities
Charlie Awdry, China portfolio manager, shares his views on the prospects for Chinese stocks in 2017. He believes the focus on high quality growth companies exposed to long-term consumer trends and cyclical value stocks places his portfolios in good stead to deliver (...)
Opinion,
December 2016
Asian Dividend Income: cautiously optimistic in 2017
Michael Kerley and Sat Duhra, Co-Managers of the Henderson Asian Dividend Income Strategy, provide their outlook for 2017. While macro events will continue to dominate markets, Asia’s strong potential for dividend growth remains the key reason why investors should remain (...)
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Equities head for choppy ride as higher yield market takes hold