Partners

Interview

IMG
Interview , April 2022
Simon Thorp : « In the Aperture Credit Opportunities fund, we use fundamental analysis as well as quantitative tools »
According to Simon Thorp, Fund Manager of the Aperture Investors SICAV - Credit Opportunities Fund (ACOF), a more inflationary environment has a direct impact on the valuation of its long positions. In such a context, he aims to reduce the duration of our (...)
IMG
Interview , February 2022
Bertrand Desportes, Mazars Partner: “Impact finance is based on the pillars of intentionality, additionality and impact measurement”
According to Bertrand Desportes, Partner at Mazars, the issues surrounding impact as well as the notion of positive impact measurement quite clearly differentiate impact finance from other sustainable finance practices.
IMG
Interview , November 2021
Xavier Morin: "In 2021, we are seeing a real resurgence of interest in our strategies that are weakly correlated to the equity market"
According to Xavier Morin, co-CIO and in charge of the Event Driven Equity division at Syquant Capital, dividend arbitrage is deployed in the 4 Helium equity funds. The aim of this strategy is to capture discounts on Future Dividendes SX5E while limiting market (...)
IMG
Interview , September 2021
Gilles Cutaya: "All of our equity funds and 96% of our open-ended funds integrate the extra-financial criteria under Europe’s Sustainable Finance Disclosure Regulation (SFDR)"
CPR AM Deputy CEO Gilles Cutaya shares his convictions about a strategic choice that is ideally suited to meet the major challenges of our era.
IMG
Interview , April 2021
Olivier Thébault and Mia Dassas : "Investing in a SPAC is risky"
Olivier Thébault, partner at Allen & Overy and Mia Dassas, counsel at Allen & Overy, explains how PSPCs work, their advantages and disadvantages and the strong attraction of investors for this type of vehicle (...)

Opinion

IMG
Opinion, November 2017
India: After a period of euphoria, doubts are resurfacing
According to Laetitia Baldeschi, Co-Head of Research and Strategy at CPR AM, their equity managers are therefore underweight on India within their CPR GEAR Emergents strategy relative to the MSCI Emerging index.
IMG
Opinion, November 2017
The triumph of Abenomics
Japan posted growth of 1.5% in the first half of the year, which is a remarkable performance for an economy with estimated potential of no more than 1%. Expansion in the Japanese economy is propelled by all drivers of private demand: exports, productive investment, household (...)
IMG
Opinion, November 2017
BoE to proceed very cautiously following its first rate hike in a decade
The Bank of England (BoE) has delivered a much-anticipated 25bp rate hike, tightening its monetary stance for the first time in over 10 years (or 3,773 days to be precise). The Monetary Policy Committee (MPC) 7-2 vote on rates was at the hawkish end of market (...)
IMG
Opinion, October 2017
Japan Elections: What an Abe victory means
Prime Minister Shinzo Abe’s ruling Liberal Democratic Party (LDP) of Japan has emerged victorious in Japan’s October 2017 lower house snap election. The result exceeded expectations. On its own, Abe’s LDP secured more than half the number of lower house seats. As a coalition, (...)
IMG
Opinion, October 2017
Who will by the next Chair of the US Federal Reserve?
President Trump has signalled he is close to announcing his choice of the next Fed Chairman, from a shortlist of five candidates.
© Next Finance 2006 - 2025 - All rights reserved