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 2015
Bond yields are heading up
According to Christophe Donay, Chief Strategist at Pictet Wealth Management, Bond yields are heading up. The rebound in equity markets since the beginning of October, looks largely played out, with further gains dependant on a turnaround in earnings forecasts. Yields on DM (...)
IMG
Opinion, November 2015
The great bond bull market is not over
Despite talk of a ‘great normalisation’ of monetary policy, persistent deflationary pressures mean global interest rates are set to stay lower for longer, according to Ariel Bezalel, manager of the Jupiter Dynamic Bond (...)
IMG
Opinion, October 2015
The Fed’s Three Problems
First, let’s start with an apology: All too often this year our notes have focused on the U.S. Federal Reserve, or global monetary policy in general. In our defense, as the global economy becomes more dependent on debt, in all its forms, the importance of servicing that debt (...)
IMG
Opinion, October 2015
Indicators still good for European earnings
According to Tim Stevenson, Head of Europe Equity at Henderson Global Investors, with a clear increase in nervousness in recent months – especially August and September – it is perhaps time to ask “is that it in Europe”?
IMG
Opinion, October 2015
Market shakeout is not the new normal
A rare market shakeout in which all major asset classes fell over the past six months is not the ‘new normal’, says Lukas Daalder, Chief Investment Officer for Robeco Investment Solutions.
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