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, November 2016
Global bond markets : « too far, too fast ? »
Global bond markets, especially emerging markets, took it on the chin over the past five trading days as investors reacted to the U.S. election results and soaring expectations of a Federal Reserve rate hike in (...)
IMG
Opinion, November 2016
Trump leads Republican sweep as US rejects status quo
Global uncertainty to remain as election result signals further rolling back of globalisation themes, with emerging markets likely to see greatest impact. For the US, the Republican sweep in both houses will facilitate Trump’s agenda with a focus on domestic growth, spending (...)
IMG
Opinion, November 2016
A Trump presidency
It’s Brexit all over again. The surge in anti-establishment sentiment is definitively global. Brexit can no longer be dismissed as a freak event. It is a trend. Donald Trump has won, by defying his party, the media, and conventional politics. Populism is coming to power. The (...)
IMG
Opinion, November 2016
A Trump card in the US deck
US voters have put their faith in Donald Trump, electing him as the 45th US President. As with the “Brexit” vote in the UK, this can be seen as another victory for the politics of anger currently sweeping across Western (...)
IMG
Opinion, November 2016
Trump on the Brink – Geopolitical & Market Implications
Donald Trump’s ability to resonate with the populist mood has proven successful– populism in the developed world is on a worrying rise. We have collated what we believe are the most important investment implications of Donald Trump winning the US (...)
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