Partners

Interview

IMG
Interview , April 2013
François Millet: « In some Dutch pension funds, ’Smart Beta’ indices exceed 40% of their core portfolio »
According to François Millet, Product Line Manager ETF & Indexing at Lyxor Asset Management, "Smart Beta" is intended to be located in the core portfolio of institutional investors, weighing generally between 10% and 40% of their passive (...)
IMG
Interview , December 2012
Nicolas Duban & Jérôme Coirier : « This year, among the 70 reviewed projects, a significant number is related to quantitative asset management companies »
According to Nicolas Duban and Jérôme Coirier, Chairman and CEO of NEXT-AM, subsidiary of La Française AM, managing minority interests of the Group, associated with investment partners, some projects could be in the pipeline, in the near (...)
IMG
Interview , December 2012
Alain Albizzati: "It is necessary to bring more transparency to the process of quantitative fund management"
According to Alain Albizzati, Head of Alternative Investments and Structured Products at Lazard Frères Gestion, private investors and institutional investors do not have the means to perform very advanced "due diligence,", and focus on local and recognized management (...)
IMG
Interview , November 2012
Kevin Loo : «The FF Global Strategic Bond Fund has received a growing interest from investors wanting to overcome the benchmark related risks.»
Flexible asset allocation process, strategic and tactical allocation...Kevin Loo, Global Fixed Income Product Manager at Fidelity tells us about the operation and objectives of the FF Global Strategic Bond Fund...
IMG
Interview , August 2012
Florence Marty and Olivier Hakim : « Our strategy is based on the dynamism of emerging countries without local currency volatility »
Management philosophy, sectoral and geographical distribution, growth in emerging countries ... Florence Marty and Olivier Hakim, portfolio managers at LBPAM Actions Euro Focus Emergent reveals the strategy of the fund performing 13.80% at end June (...)

Opinion

IMG
Opinion, March 2017
Psychology and smart beta
‘Smart beta’ sounds like an oxymoron. How smart can it be to continue using the same strategy in such fickle markets? A portfolio manager calling on all his skills (‘alpha’) in analysing market environments (the source of ‘beta’) should be able to outperform an unchanged (...)
IMG
Strategy, March 2017
Value, the obvious factor
All famous investors from Benjamin Graham to Warren Buffet have, first and foremost, been fervent advocates of value investing. Value can be assessed in very diverse ways and value investing can also suffer from some drawbacks. Here are a few pointers for understanding value (...)
IMG
Strategy, March 2017
Four picks for investors following last week
Equities and bonds strengthened worldwide, but the dollar weakened because of the Fed’s more dovish tone on future rate rises. Whilst now at 1%, there is the suggestion another two rate rises will happen in 2017, this is still below some of the market’s more fearful (...)
IMG
Opinion, March 2017
Dear US equities …
As shown by the correlation between the risk premium and productivity trend growth, the current 5.9% risk premium anticipates a return to productivity gains at 3%, which is the level we saw during the dot com boom at the end of the (...)
IMG
Opinion, March 2017
Populists disappointed as markets welcome Dutch election outcome
According to Lukas Daalder, CIO Robeco Investment Solutions & Léon Cornelissen, Chief Economist at RobecoHaving said that, we should not overstate the impact: the rate hike that the US Federal Reserve administered yesterday has been the more dominant factor in financial (...)
© Next Finance 2006 - 2025 - All rights reserved