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 2018
The US vs China: An unlikely trade war
Trump’s bark is worse than his bite and despite the recent headlines, the likelihood of a full-blown trade war with China is slim, says Ross Teverson, manager of the Jupiter Global Emerging Markets Fund. Despite the protectionist rhetoric, a sensible agreement on trade (...)
IMG
Opinion, April 2018
Trade war concerns unsettle financial markets
While the US macroeconomic data flow last week was on balance broadly in line with expectations, euro area data surprised again on the downside intensifying concerns about a slowing economic momentum.
IMG
Opinion, March 2018
The Federal Reserve (Fed) did not disappoint at its March 21 meeting and tightened monetary policy by another 25 basis points (bps).
This move was widely anticipated and marks the sixth rate hike during the current tightening cycle—with more to come. Within the Federal Open Market Committee (FOMC) text, the biggest change to the Fed’s statement was on the inflation front, where the timeframe for reaching (...)
IMG
Video, March 2018
Market point March 2018
Cyrille Geneslay, multi asset portfolio manager at CPR Asset Management, said he took advantage of the market downturn to increase its equity exposure from 46% to 60% for the CPR Croissance Réactive fund ...
IMG
Opinion, March 2018
Amazon .vs. Alibaba - battle of the business models
Alibaba is often heralded as the Amazon of China, and in terms of online retail dominance, it is. The business models of the two businesses are however very different. Indeed, Alibaba doesn’t consider itself an ecommerce company at (...)
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