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, 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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