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, September 2014
ECB adds stimulus, but markets want more
According to Schroders Azad Zangana, European Economist and Chris Ames, Senior Fixed Income Portfolio Manager, the cut in interest rates is totally irrelevant. Due to the glut of liquidity in money markets, short-term interest rates have been below the ECB’s main financing (...)
IMG
Opinion, August 2014
Downside risks in Europe remain high
Over 2014 there has been a steady decline in the yield on German government bonds. As a result bunds have outperformed other developed markets. This outperformance could have been driven by two factors...
IMG
Opinion, August 2014
Bumpy ride for emerging currencies over summer
Emerging currencies were under pressure this summer. Save for the Indonesian rupiah, Thai baht, Malaysian ringgit and Chinese yuan, emerging currencies has corrected against the US dollar since 30 June. It is mainly the CEEMEA currencies and, to a lesser extent, Latin (...)
IMG
Strategy, July 2014
Preparing for higher yields: Downgrading equities and credit
According to Goldman Sachs, the likelihood of a rise in government bond yields has increased and Goldman Sachs see this as a key aspect of the near-term macro outlook...
IMG
Strategy, June 2014
Interpreting the economy: which market is wrong ?
US equity and bond markets have performed in-line over the past few weeks. As a result, the correlation between 10-year rates and the S&P 500, which had turned positive since the announcement of Fed tapering (steepening rates and stronger equity markets), is now (...)
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