Partners

Interview

IMG
Interview , March 10
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’’
Jean-Francis Dusch, CIO of Bridge (Benjamin de Rothschild Infrastructure Debt Generation) and managing director of Edmond de Rothschild AM UK group wants to take into account ESG factors in the management of investment (...)
IMG
Interview , April 2023
Emmanuel Brutin : “We have chosen to move towards a 100% ESG allocation”
Emmanuel Brutin, Head of Insured Portfolio Management at CNP Assurances, indicates that over the course of 2022, the insurer has repositioned itself on bond products in order to benefit from the upward trend in interest (...)
IMG
Interview , July 2022
Tammie Tang and Simon Bond : “Investors in the fund are those interested in enabling positive social outcomes”
Interview with Tammie Tang, portfolio manager of the Threadneedle (Lux) European Social Bond and Simon Bond, director, responsible investment at Columbia Threadneedle Investments about the social bond market and their fund dedicated to this investment (...)
IMG
Interview , May 2022
Carole Zacchéo : “The war will strengthen the interest of investors and savers for the ESG theme”
According to Carole Zacchéo, CIO at Maif group, the french mutual insurance, an investor committed to an ambitious climate strategy, investments in favor of energy transition will increase, both in terms of energy efficiency and renewable energy (...)
IMG
Interview , April 2022
Sabine Castellan Poquet : “To respect the ’Paris Agreements’, we will have to achieve carbon neutrality of our portfolios by 2050 at the latest”
According to Sabine Castellan Poquet, Investment Director Macif - Aema group, interest rise increase, a consequence of this resurgence of inflation, is rather positive for life insurers who are structural bond (...)

Opinion

IMG
Opinion, April 2019
The Australian housing bubble is close to popping
Tighter lending standards in Australia placed huge pressure on the housing market in 2018 and the country now faces its worst property downturn for 35 years. Ariel Bezalel, Head of Strategy, Fixed Income, explains why the dynamics behind the housing slump are key to his (...)
IMG
Opinion, March 2019
Brexit’s impact for equity investors
For someone living, moving to or doing business with the United Kingdom in the last year, the “Brexit Question” has been an important consideration. During the beginning of 2019 there have been several dates, votes and occasions when we expected to get a detailed picture of (...)
IMG
Opinion, March 2019
Sterling and Equities unmoved by Brexit extension vote
Following the vote to extend the Brexit process the British pound has not shown significant movement around equity market opening time, currently trading at above 1.32 vs the USD.
IMG
Opinion, March 2019
ECB’s decision is likely to extend the period of suffering for European banks
Since the financial crisis, the unwritten rule has been that bad economic news was good news for investors, as central-bank taps likely would be opened. And if a central bank talked more dovishly than expected in a meeting, the markets were quick to react and (...)
IMG
Opinion, March 2019
The ECB is rushing.. at slow speed
Although they will only have 2-year maturities, the LTROs were already announced, so early that details are not even finalized yet. It was visibly considered necessary to send a strong message now.
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