Partners

Interview

IMG
Interview , March 2015
Nadia Grant: "US stocks are attractively valued in relation to other markets"
As the Nasdaq broke the 5,000 mark for the first time since 2000, Nadia Grant, US equities fund manager at Threadneedle Investments, explains in the Q&A why she believes that US stocks are attractively valued in relation to other markets and why they will gain support (...)
IMG
Interview , December 2014
Yves Choueifaty : "Our Smart Beta strategy is designed to maximize diversification of any given investment universe"
According to Yves Choueifaty, Founder and President of TOBAM, The main advantage of the TOBAM’s Anti-US Credit Benchmark® is to build a portfolio without "bias" towards highly indebted issuers or those belonging to a particular (...)
IMG
Interview , February 2014
Jad Comair : « We have much more interesting entry points to our dividend Futures strategies than those of our competitors in other asset classes »
Spin-off of the trading department of Société Générale, Jad Comair and his team have created Melanion Capital in order to provide investors with a new source of return on an innovative asset class , dividend Futures.
IMG
Interview , April 2013
Philippe Goubeault : « We could replace a benchmarked fund by a ’Smart Beta’ index »
According to Philippe Goubeault, CFO of Agirc Arrco, ’Smart Beta’ strategies can already be part of the asset allocation program of Agirc and Arrco even if their current weight in existing portfolios is not significant (...)
IMG
Interview , April 2013
Philip Tindall : « We see further development of non-market cap approaches in bonds »
According to Philip Tindall, senior investment consultant at Towers Watson, there has been a lot of interest in smart betas area, and investors are beginning to allocate assets - Towers Watson’s clients have invested more than (...)

Opinion

IMG
Opinion, March 2018
Steel Tariffs from Trump to tighten metal supply from China
The steel and aluminium tariffs instated by President Trump should tighten the supply of metal coming from China. As a serial overproducer, cutback from China will be welcome news and could even increase prices; China is already trying to reduce capacity in steel and (...)
IMG
Opinion, March 2018
Europe’s Ugly Duckling Stocks Deserve More Love
Investors are looking at a very different Europe compared to one year ago. Even though Brexit talks are likely to drag on and Italy’s turbulent political environment is a potential wild card, political risk in Europe has eased (...)
IMG
Opinion, March 2018
Valuation multiples for the S&P 500 remain near historic highs.
When it comes to valuing shares, the price-to-earnings (P/E) ratio is a bit like the baloney sandwich of equity valuation. Wall Street’s finest might all know about more elegant, sophisticated and nutritious alternatives.
IMG
Opinion, February 2018
A united Korea: the investment perspective
As unlikely as it seems, and despite the recent isolationist rhetoric of North Korea’s Kim Jong-un, the 2018 Winter Olympics could witness the first steps towards the reunification of the Korean peninsula. Rivalled only by the coming together of East and West Germany in the (...)
IMG
Opinion, February 2018
Germany, or even Europe, to be thrown into political turmoil ?
In the Netherlands, the moderates hold on to power. Then came the election of French President Emmanuel Macron and the decisive victory of his newly founded movement, La République en Marche, in the French general (...)
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