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 (...)
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.
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 (...)
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.
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 (...)
Oil prices have been fluctuating widely this summer. Such volatility adds to the uncertainty facing consumer and businesses and raises doubts about future oil prices. Analysis by Jeanne Asseraf-Bitton, Head of Lyxor Cross Asset (...)
According to Anne-Claire Abadie, Portfolio Manager - SRI, Allianz Global Investors, Climate change is a reality we can no longer ignore. In the wake of the COP21 held in Paris last year, assets owners and investors are now wondering about the possible impact of this new (...)
After years of difficulties and underperformance, emerging market (EM) assets have the makings of a potential turn-round. Here I explain our strategists’ long-term positive view on EM currencies and bonds, using our investment strategy process focusing on the three aspects of (...)
Global stocks are up year-to-date, having shaken off worries about the strength of the global economy in the wake of the UK’s Brexit vote. But we believe further gains require a meaningful improvement in corporate earnings, particularly in developed (...)
LSE and Deutsche Borse Merger: The True Cost of the Deal
According to John Colley, a Professor of Practice at Warwick Business School who is an expert on mega mergers, the 75% vote requirement had to be lowered to 60% to ensure the deal was passed, an indication of how keen CEO Carsten Kengeter and the Deutsche Borse board are on (...)