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, September 2015
Fed Update: Fed Leaves Rates Unchanged
According to John L. Bellows, PhD, Portfolio Manager and Research Analyst with Western Asset, Janet Yellen’s decision has not changed his view of the Fed going forward. He continues to think the Fed will be responsive to changes in the outlook, and at the same time he thinks (...)
IMG
Strategy, September 2015
Frontier markets: what’s in a name?
When considered on their own merits, and approached with the same care and due-diligence as any other emerging market investment, frontier markets can provide valuable diversification potential, says Franklin Adatsi, member of the Global Emerging Markets team at Jupiter (...)
IMG
Opinion, September 2015
Suddenly last summer
There were bouts of volatility in financial markets this summer: collapse in Chinese equities, depreciation of the yuan dragging down emerging currencies, drastic fluctuations in equity markets in developed countries, collapse in commodity prices, etc. How can we interpret (...)
IMG
Opinion, September 2015
European equities could provide haven amid global uncertainty
Given recent equity market volatility, now is an opportune moment to re-assess our view of European equities for the remainder of this year and into 2016. We continue to believe European equities offer almost ‘safe haven’ status in a world of increasing economic (...)
IMG
Strategy, August 2015
Global market volatility: more to come, but opportunities too
According to Deutsche AWM, markets appear to have overreacted in some instances and Deutsche AWM current view is to tactically underweight 10-year Bunds. On Eurozone periphery, Deutsche AWM stay neutral. With regards EM sovereigns, Deutsche AWM would stay on the sidelines (...)
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