Highlights

March 2

Interview Jean-Louis Charles : "We have implemented a hedging strategy for our entire equity portfolio until December 2021"

Jean-Louis Charles, Chief Investment Officer at AG2R LA MONDIALE, this strategy enabled the Group to remain calm in the first half of 2020 while remaining invested in equities. The strategy was carried out through the purchase of puts on the EuroStoxx50 (...)

Strategy

CTAs Rally despite dreadful momentum in Equity Markets

News

Crypto Miners Raked in $1.3B in February, the Highest Value So Far

Special Highlight

Blue Economy - The Blue Economy is considered one of the next promising themes of responsible finance according to a study by Responsible Investor.

Special Responsible Investment - What does the S of ESG correspond to? What is Impact Investing ? What is the definition of Responsible Investing at CPR AM ?

Recent innovations

ETF / Index

LGIM Expands its broad thematic ETF offering with its new L&G Hydrogen Economy UCITS ETF

ETF / Index - SRI

BBVA expands its recently established ‘Quantitative Investment Strategies’ Business with Paris Aligned and Climate Transition Indices by Solactive

Focus

January 26

Interview Eric Dubos: "We are committed to holding 8% responsible investments in the bond pocket, including at least 80% in green bonds"

According to Eric Dubos, CFO and member of the MACSF COMEX, with negative rates on a good part of the yield curve, the search for yield pushes investors to extend the duration of portfolios ...

Video

Vafa Ahmadi: "In thematic management, our assets reach 12 billion euros"

Interview

Thierry Dissaux : “Yes, we use Socially Responsible Investment (SRI) criteria”

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News Five Of The Top Ten Largest Banks In The World Are From China - Largest Bank With Almost $5T In Total Assets

China’s banking system can trace its roots back all the way back to the tenth century Song dynasty.

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Strategy Market neutral l/sto remain under pressure

In recent months, Market Neutral L/S strategies underperformed other hedge fund strategies, in a context where risk assets rallied following the Pfizer vaccine announcement in November 2020. While the strategy is not designed to capture the equity market beta, the alpha (...)

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Strategy The implementation of ESG in portfolios and the evolution of ESG reporting

We continue this series with Tomas Hildebrandt, Senior Portfolio Manager at Evli, and Janne Kujala, Head of Nordic Equity, to discuss implementation of responsible investments across funds and investment spaces.

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Video We are strengthening our allocations on the inflation theme

According to Malik Haddouk, Director of Diversified Management at CPR AM, the CPR reactive growth fund has maintained a fairly stable exposure to equities on average around 50% by making an allocation to emerging and Japanese equities in light of the corrections in recent (...)

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People Moves Stéphane Dedeyan takes over from Antoine Lissowski as Chief Executive Officer of CNP Assurances

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News Global macro strategies play safe with U.S. Inflation hedges

In the space of alternatives, Global Macro strategies have embraced reflation trades in the past quarter, scaling up positions on EM FX, equities, commodities and inflation linked bonds at varying degrees.

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News U.S. lags 5x behind Nigeria in crypto penetration but tops 2020 Bitcoin trading volume

According to data researched by Trading Platforms UK, only 6% of Americans owned or used cryptocurrencies in 2020. The figure is at least five times less compared to top-ranking Nigeria at 32%.

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News Leading megatrend tech ETF says Tesla remains undervalued

Anthony Ginsberg, Co-creator of the HAN-GINS Tech Megatrend Equal Weight UCITS ETF (ITEK), says despite the recent meteoric rise in the share price of Tesla, the company is undervalued.

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Opinion Silver squeeze: What’s behind the surge in silver?

Silver is in the spotlight this week, after the popular r/WallStreetBets community on Reddit highlighted the fundamental value in acquiring silver at current levels. The online posting was the catalyst for increased retail flows and awareness. Last Thursday 28 January, the (...)

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Strategy Is 2021 going to be the year of a value rotation?

For some time now, we have been highlighting the wide valuation gap between the ‘value’ and ‘growth/quality’ ends of the market. Earlier in 2020, we suggested that the drivers of this extreme dispersion might be coming to an end and the 2020s could be the decade of the ‘cheap (...)

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Stories How Nick Leeson caused the collapse of Barings Bank

In 1995, the financial markets were shaken by a massive scandal. Barings, one of the most prestigious banks in the United Kingdom is bankrupt following losses caused by Nick Leeson, one of its traders, aged 28 (...)

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News Five Of The Top Ten Largest Banks In The World Are From China - Largest Bank With Almost $5T In Total Assets

China’s banking system can trace its roots back all the way back to the tenth century Song dynasty.

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Product What is inflation break-even ?

The inflation break-even is the difference in yield between a conventional bond (coupon rate) and its inflation-linked (real rate) equivalent (the same issuer, same maturity ...) ...

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Salary & Bonus SNL Financial ranks top 15 highest paid ceos among Top 30 european banks : Deutsche Bank AG’s Anshu Jain (Co-CEO) in first place.

A ranking of CEO pay at the top European banks compiled by SNL Financial shows little support for the idea that executive compensation and shareholder returns bear a strong correlation.

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Strategy Is 2021 going to be the year of a value rotation?

For some time now, we have been highlighting the wide valuation gap between the ‘value’ and ‘growth/quality’ ends of the market. Earlier in 2020, we suggested that the drivers of this extreme dispersion might be coming to an end and the 2020s could be the decade of the ‘cheap (...)

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Opinion Review of the chinese economy at the end of the summer of 2019

The monthly data published at the start of the second quarter are fairly mixed and show no tangible signs of growth momentum improving in China. The GDP published for the second quarter has recently confirmed this sentiment. The slowdown at work since the start of the decade (...)

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Opinion This week’s chaos in GameStop and related areas has blown some of the froth off equity markets and has certainly transformed the mood of some market participants

The parabolic rise of this stock, reportedly driven by retail speculation, short-covering and options hedging, has reverberated across a number of other stocks and sectors.

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News Top 20 largest hedge funds

According to Bloomberg, the $69 billion Man Group tops the list of the largest hedge funds, an industry that is selectively recovering.

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Note Emotion is not a sign of weakness for investors any more

New research suggests that rather than staying cold-bloodied and rational the top fund managers use emotion to choose which stocks to buy.

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News iShares S&P 500 becomes the largest ETF in Europe

The fund was traded every day during 2010, with an average spread consistently below 10 basis points...

Files

Eurex Market-on-Close Futures

Eurex Market-on-Close Futures : Benefiting the market: a listed solution for basis trading | Application opportunities | Key benefits | Eliminated slippage risk

Actions Thématiques - Special Disruption

Actions Thématiques - Special Disruption - La pandémie du Covid 19, accélérateur de la disruption sur le long terme : En quelques semaines, l’innovation s’est accélérée, les taux d’adoption à de nouveaux usages ont explosé : télémédecine, apprentissage à distance, loisirs confinés… (...)

ISR

Special Finance Responsable : Investir dans les entreprises européennes qui limitent leurs émissions de CO2 : zoom sur l’indice Low Carbon 100 Europe®. | Décarbonation de Portefeuille : De quoi parle-t-on ? | Réduction des émissions de CO2 : où en sont les sociétés cotées (...)

Last commented articles

Note Emotion is not a sign of weakness for investors any more
Read comments Update March 2,  13:37
Opinion Silver squeeze: What’s behind the surge in silver?
Read comments Update February 27,  18:00
FR Stratégie Démonstration mathématique des raisons pour lesquelles les titres de croissance battent les titres "value"
Read comments Update October 2020
FR Innovation Quilvest Gestion annonce le lancement d’un fonds obligataire high yield nordique
Read comments Update October 2020

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