Partners

Interview

IMG
Interview , February 2012
Philippe Desfossés : « Our SRI approach has two advantages, the absence of sectorial bias and investment in all sectors »
Philip Desfossés, Director of ERAFP (Establishment of additional retirement of civil servants), the first French public pension funds, introduces their 100% SRI management and their Best In Class approach ...
IMG
Interview , November 2011
Arnaud Chrétien and Serge Darolles : «The objective of QuantValley is to become the calling card for French Quantitive management»
Challenges, positioning and quantative management outlook in France. Arnaud Chrétien and Serge Darolles, respectively Chairman and deputy chairman of QuantValley, answer our questions and introduce us to their project aimed at promoting Paris’ image as a city of (...)
IMG
Interview , September 2011
Bruno Le Chevallier : « We have got rid of all banking stocks and have expanded sales to insurers »
According to CCR Opportunity Fund manager, Bruno Le Chevallier, an optimistic scenario can lead markets to bounce back by about 10% to 15% by the end of the year.
IMG
Interview , June 2011
Christophe Dehondt : « Current levels of inflation break-even are buying opportunities »
According to Christophe Dehondt, fund manager of CPR Focus Inflation, it is possible to benefit from the rise in inflation while being hedged against rising interest rates by buying inflation-linked bonds and selling traditional sovereign bonds with similar (...)
IMG
Interview , April 2011
Jürgen Maier: «Emerging Markets will continue to become more and more important for the global economy and capital markets »
According to Jürgen Maier, fund manager in the team «Emerging Markets Equities» at Raiffeisen Capital Management, Emerging Markets have weathered the economic crisis and will remain competitive thanks to massive investments in infrastructure in the years to come and enormous (...)

Opinion

IMG
Opinion, November 2018
Reacting to the US mid-term election results
On the back of the election results, US and European equity futures are up about 1%, as one source of political uncertainty has been resolved. In our estimation, this reflects a market refocus on fundamentals that remain positive for equities, especially in the US, and will (...)
IMG
Opinion, November 2018
US Mid Terms - Nothing really to see here
According to Nick Watson, Janus Henderson multi-asset team, from a markets perspective, Trump’s ability to provide the US economy and markets with further levels of stimulus and acceleration are likely to be constrained over the next two (...)
IMG
Opinion, November 2018
Brexit update – the end of the beginning
Multiple sources suggest that UK and EU negotiators have reached a draft agreement on Britain’s terms for leaving the EU (the withdrawal agreement) including backstop mechanisms designed to ensure that Brexit does not create a hard border in Northern (...)
IMG
Opinion, November 2018
Midterm Elections 2018: Surfing a Blue Wave
As you know, politics have become a major influence on the global economy and financial markets over the past few years (Brexit, the election of Donald Trump, the new Italian government). The upcoming midterm elections for the US Congress on 6 November are yet another (...)
IMG
Opinion, October 2018
Hedge Funds Take A Hit in early Q4
Hedge funds were not immune to recent market developments. They were down during the first half of October due to the underperformance of CTA, L/S Equity, and Special Situations strategies. Meanwhile, Merger Arbitrage, Fixed Income Arbitrage, Global Macro and L/S Equity (...)
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