Strategy

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Strategy, January 2019

Finding opportunity in Europe’s volatility

Looking back at 2018, it was a year when European corporate earnings continued to grow, while market volatility was surprisingly high. The volatility was a result of both political noise and the fear of a slowdown in global (...)

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Strategy, January 2019

Why Merger Arbitrage should continue to do well

To navigate such unstable conditions, there is a limited range of “all weather” strategies. Merger Arbitrage and Fixed Income Arbitrage (including L/S Credit) have demonstrated their ability to navigate such a difficult year like in 2018, when most asset classes delivered (...)

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Strategy, January 2019

In troubled markets, the dividend is what the investor remembers when he has forgotten everything

According to Eric Labbé, Thematic equity manager at CPR AM, for 2019, the high dividend strategy is therefore an advantageous alternative in the framework of defensive equity management in the context of a challenging (...)

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Opinion, December 2018

Hedge Funds agree on where rates are going

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Opinion, November 2018

Why we would start reweighting U.S. stock-pickers

We are past the peak of the U.S. earnings reports. In the past, any unusually high individual stock volatility after an earnings announcement was a pattern that only appeared at macro inflection points.

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Multi-Management

Strategy, September 2011

Which strategies to privilege in an environment of extreme risk ?

A convex strategy seems to better correspond to long-term investors in terms of preference structures, potentially ready to give up some of their earnings to avoid losses that would be difficult to handle from an emotional point of (...)

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Strategy, August 2011

Currencies: The investment theme of the next decade?

A wind of change is blowing on the international monetary system, which could start a new chapter of its history. Investment Strategy Specialist at ING Investment Management, Vincent Juvyns presents current issues and explains how they can be an investment (...)

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Strategy, August 2011

Investing during market turmoil

The idea that considers equity investing as long term has simply become absurd nowadays and has been so during the last 10 years. Let us be reassured. Opportunities will still be around. The only real question nowadays is how to allocate between real assets and financial (...)

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Strategy, June 2011

Making good use of the drop in correlation through equity arbitration

Despite fairly divergent hedge fund trends in the second quarter, SG Private Banking’s strategists remain positive but have a preference for Relative Value and Event-Driven.

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Opinion, May 2011

What alternate solutions to multi-management?

Active multi-management has been strongly criticized by some investment professionals who would rather use either passive index management or single-stock management. Emmanuel Regnier, allocation manager at CCR-AM, shares with us his assessment of the true cost of theses (...)

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