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 2016
Oil : turning point is at hand
Roberto Cominotto, Investment Director for energy equities at GAM, is convinced that a sustainable turning point in the oil market is within reach, thanks to the decline in US production.
IMG
Opinion, April 2016
Bank of Japan: the impossible task
The governor of the Bank of Japan (BoJ), Haruhiko Kuroda, was given a clear mandate by the Prime Minister in 2013, to end the deflationary pressure which had been weighing on the country since 1998. In order to do so, the governor implemented an ultra-aggressive monetary (...)
IMG
Opinion, April 2016
EM equities: positioning and opportunities
?Glen Finegan, Head of Emerging Market Equities, provides a detailed update on the Henderson Emerging Markets Strategy, covering recent market drivers, performance and activity, and his outlook for the asset class.
IMG
Opinion, April 2016
Solid rebound potential for Small caps
With the market already down more than 20% (the Russell 2000 lost -25.7% from its high on June 23 2015 to February 11 2016), research by Royce reveals that in eight of the nine previous bear markets within the Russell 2000, the market was up on average 17.3% over the (...)
IMG
Strategy, April 2016
In a volatile central bank driven environment, dividends are the more stable factor to offer guidance
According to Patrick Moonen, Principal Strategist Multi Asset at NN IP, there looks to be a trade-off between the yield and the safety of it. For example, the global energy sector has a trailing dividend yield above 4% but the safety of this dividend is (...)
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