Opinion

	https://www.next-finance.net/en
	Opinion

We are maintaining a short exposure to US bonds

CPR AM managers continue to think that the US bond market should correct on the triple effect of the slowdown in future asset purchases, more lasting inflationary pressures than initially expected and the resumption of treasury bill issuance to finance the stimulus plans ...

Article also available in : English | français

Add a new comment

CPR Asset Management

Allocation

Economics

Viadeo

Add a new comment

Focus

Opinion Psychology and smart beta

‘Smart beta’ sounds like an oxymoron. How smart can it be to continue using the same strategy in such fickle markets? A portfolio manager calling on all his skills (‘alpha’) in analysing market environments (the source of ‘beta’) should be able to outperform an unchanged (...)