Opinion
Opinion,
September 2020
Tech roars up: can markets follow?
From a more fundamental perspective, as mentioned in past updates, we are convinced that technology adoption (be it automation, cloud migration or less straightforward technology trends, such as AI, big data, machine learning..) still has a long way to go in a multitude of (...)
Opinion,
September 2020
German Government to introduce concept of Green Twin Bonds
After the Netherlands and Sweden, Germany has become the third AAA-rated country to issue a green government bond. The German government also announced its commitment to building a full green yield curve, next to its conventional yield (...)
Opinion,
August 2020
European financials: reaching an inflection point
Despite a challenging first half of the year, Atlanticomnium’s Romain Miginiac says European banks and insurers have shown resilience and balance sheets remain rock solid. Meanwhile, pressure on the sector is gradually (...)
Opinion,
August 2020
“Same wine, different bottle” – What next for Japan
Despite the resulting intraday market moves, Abe’s resignation should not come as a shock. He is a long-tenured PM with a history of ill health, and rumours of his departure had been circulating. However, the timing – in the middle of a global pandemic and its attendant (...)
Strategy,
July 2020
Machine Learning : Choosing the best regime for you!
Machine learning and big data techniques have been developed making it possible to apply sophisticated mathematical models (hidden Markov switching models, which we will examine later) to financial data series in order to identify market regimes. All this has created scope (...)
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Jean-Francis Dusch : ’’Our mission is to offer investors a stable and predictable long-term return, from selected debt investments in developing and fast-growing sectors’’