Gallery
All the news about industry gallery
Interview
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 ...
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 (...)
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.
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 (...)
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
Strategy,
January 2017
Buy in January, Sell in May? The seasonality of commodity performance
Most commodities outperformance is skewed to the early months of the calendar year, according to ETF Securities, one of the world’s leading independent providers of Exchange Traded Products (ETPs).
Opinion,
January 2017
Positioning portfolios for 2017
We see reflation ? rising nominal growth, wages and inflation – accelerating globally in 2017, led by the U.S. This theme is central to how we suggest positioning portfolios for the coming year, including our preference for value stocks over bond (...)
Opinion,
January 2017
Generali Investments’ 2016 Year Review: European High Yield Bonds
For the European high yield bond market, 2016 was marked by three distinct phases and some defining moments. In contrast to normally favorable seasonal trends, the beginning of the year saw an abrupt sell-off which lasted for the first forty days on the back of a global (...)
Opinion,
December 2016
2017 outlook: China equities
Charlie Awdry, China portfolio manager, shares his views on the prospects for Chinese stocks in 2017. He believes the focus on high quality growth companies exposed to long-term consumer trends and cyclical value stocks places his portfolios in good stead to deliver (...)
Opinion,
December 2016
Asian Dividend Income: cautiously optimistic in 2017
Michael Kerley and Sat Duhra, Co-Managers of the Henderson Asian Dividend Income Strategy, provide their outlook for 2017. While macro events will continue to dominate markets, Asia’s strong potential for dividend growth remains the key reason why investors should remain (...)
|
|
© Next Finance 2006 - 2025 - All rights reserved
Equities head for choppy ride as higher yield market takes hold