Strategy

All the articles about investment themes or focussing on a specific strategy, its description and implementation

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	Strategy

Highlights

September 2023

Strategy Revisiting bonds for multi-asset

The last decade has seen a growth bias among financial assets, one that has become entrenched in equity indices. At the same time, bonds seemingly shed much of their protective qualities, offering investors very little by way of (...)

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Strategy

Focus on quality for success in equities

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Strategy

Reducing portfolio volatility top priority for european pension funds, new research from alpha real capital reveals

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Strategy Managed futures strategies

This type of strategy is based on a simple idea: try to take advantage of an exposure on futures contracts («Futures») with the underlying being a financial instruments or a commodity ...

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Strategy The index revolution (finally) comes to hedge funds

One common knock on factor models is that they “replicate only beta” – not the pure alpha gold that allocators seek. This critique pre-dates the appreciation of factor rotations. Outside of some ivory tower statistics class, no one questions the “alpha” generated by, for (...)

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Strategy The Euro’s Survival and traditional asset classes prospects for 2012

On the basis of the survival «in fine» of the Euro through a constrained and massive indirect monetization from the ECB, what are the expectations for 2012 on foreign exchange, short-term rates, long-term rates and (...)

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Strategy Forex, a value added in an allocation between real and financial assets

The foreign exchange market (Forex) is not an extra asset class but all asset classes together in the same market. It can be a real source of diversification and performance subject to a systematic, disciplined and rigorous (...)

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Strategy A country divided

Abbie Llewellyn-Waters, fund manager, global sustainable equities at Jupiter, reflects on the meaning of the democrat victory and the implications for investors.

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Strategy Our take on opposite Macro/CTA views on bonds

Systematic Global Macro and CTAs are often associated because many strategies are multi-asset, global, and have a top down investment process. Benchmark indices tend to pool them together.

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Strategy Risk factor investing explained

Risk factor investing is growing in popularity, but there’s a risk of getting lost in the factor “zoo”. In this Expert Opinion Thierry Roncalli, Head of Quantitative Research at Lyxor Asset Management, explains the concept of risk factors and distinguishes between facts and (...)

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Strategy Machine Learning : Choosing the best regime for you!

Machine learning and big data techniques have been developed making it possible to apply sophisticated mathematical models (hidden Markov switching models, which we will examine later) to financial data series in order to identify market regimes. All this has created scope (...)

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Strategy Africa: Kenya’s Mobile Frontier

When we first started out in the emerging markets space more than two decades ago, we were in “frontier” territory as we entered markets such as Indonesia, Thailand, Turkey and Brazil that were previously closed to foreign (...)

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Strategy Alternative risk premia weathering Brexit storm well

Pierre-Yves Moix, co-manager of the Alternative Risk Premia strategy at GAM, comments on how the growing alternative risk premia industry has delivered strong performance in the uncertain Brexit environment – proving once again its strong diversification and market neutral (...)

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Strategy 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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Strategy Dollar depreciation helps CTAS

Since the U.S. presidential election on November 3 th, the USD has started a descent that may have legs under the new administration. The easing of trade tensions and an accommodative policy mix could put additional pressure on the DXY, which was down -1.7% since the (...)

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Strategy The gold market in Q2 2011

The bubble to worry about is sovereign debt. Gold is the barometer pointing at how worried markets are about it and its consequences.

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Strategy Most L/S Equity emerge unscathed from factor rotations

Several hedge fund strategies have momentum biases, in particular L/S Equity, and CTAs. Considering the fact that this rotation took place in a bullish environment, most hedge fund strategies ended the week in positive (...)

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Strategy Absolute returns in all environments

Tim Haywood, investment director for absolute return fixed income strategies, shares his views on the current macroeconomic environment and opportunities in the bond markets.

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Focus

Strategy CPR AM has recently launched CPR Invest – Global Disruptive Opportunities | A look back at an accelerating phenomenon: disruption

The recently theorised phenomenon of "disruption" is defined as a process whereby a product, a service or a solution disrupts the rules on an already established market. Technological progress, along with the globalisation of trade and demographic changes are now helping to (...)

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Focus

Hidden assets

Learn about hidden assets (volatility, correlation,...) and related strategies

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Multi-asset funds

Special Focus on Multi-asset funds: Prevent structural asset allocation biases to improve responsiveness, Allocation strategy for 2017, Multi-Asset Funds Face Investors Scrutiny on Flexibility…

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Smart Beta

Special focus on Smart Beta & Factor Investing : Beta positionning and outlook within current asset management framework | Risk factor investing | Factors Value, Momentum, Low Volatility, Quality | Smart Beta and Low Carbon | Smart Beta and (...)

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Strategies on dividend derivatives

Dividends : New strategies - Analysis, investment perspectives and strategies on dividend derivatives....

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Alternative Risk Premia

Alternative Risk Premia: Alternative Risk Premia strategies | Using Risk Premia for a true diversified portfolio | Investors Increase Pressure on Hedge Funds to Lower Fees | Combining différent styles for risk premia (...)

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Infrastructure

Infrastructure : A Growing asset class | The role of pension funds | Energy infrastructure | The MLP example | Accessing the US Energy Infrastructure with MLP ETFs....

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China

China : Invest in domestic chinese stocks with ETFS-E Fund MSCI China A GO UCITS | Chinese domestic equities could benefit from more economic stimulus| Li Kequiang’s Chinese growth indicator …

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Gestion Obligataire

Gestion Obligataire : Quelle allocation d’actifs obligataires ? | Rallonger la maturité des investissements | La recherche de rendement, un exercice de plus en plus difficile | Investir en volatilité sur les obligations américaines | Déclin de la liquidité du crédit | Rendements (...)

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Gestion Action

Gestion Action – Comment investir dans les actions thématiques ? Small Caps, Growth, Value, Momentum, High Dividend, Equity Europe Income Defensive... Quel style de gestion pour quel rendement/risque ? La bulle sur les stratégies à faible volatilité est-elle en train d’éclater (...)

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ETF Actions américaines

Actions américaines : comment investir à ce stade du cycle ? Avec une collecte record de 16 milliards d’euros à fin août, soit 70% de la collecte totale du marché des ETF européens, les actions américaines dominent largement les flux ETF depuis le début de (...)

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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… (...)

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Special Investissement Responsable

Special Investissement Responsable - A quoi correspond le S de ESG ? Qu’est-ce que l’Investissement Responsable ? Qu’est-ce que l’Impact Investing ? Quelle action aurais-je en tant qu’investisseur ?

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Économie bleue : comment l’environnement marin peut être source de développement économique responsable

Économie bleue : comment l’environnement marin peut être source de développement économique responsable - Les entreprises sont de plus en plus conscientes de son potentiel et y consacrent progressivement davantage de ressources dans leur activité. Les investisseurs peuvent donc (...)

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Les thématiques ESG à l’honneur

Les thématiques ESG à l’honneur | Zoom sur l’indice Low Carbon 100 Europe PAB®.| L’économie bleue | Quand l’immobilier coté s’intéresse à la performance environnementale | La thématique des infrastructures à la lumière de l’investissement (...)

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L’IMPACT CHEZ CPR AM

Rapports annuels d’impact - CPR AM est engagé depuis plus de quatre ans dans la construction d’une offre de gestion 100 % responsable et a développé une gamme de solutions dont l’objectif est d’avoir un impact concret et mesurable. Retrouvez les rapports annuels d’impact des (...)

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ACTIONS THÉMATIQUES - SPECIAL HYDROGENE

Hydrogène, futur moteur de la révolution verte - Une source d’énergie qui ne rejetterait aucun gaz à effet de serre. Qui offrirait aux voitures une autonomie de plus de 700 km et qui pourrait faire voler des avions. Ce sont les promesses, difficiles à ignorer, de (...)

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La voie vers l’économie circulaire passe par la volonté politique

La voie vers l’économie circulaire passe par la volonté politique - La transition vers une économie circulaire devrait avoir d’énormes retombées positives sur l’environnement, à commencer par la réduction des émissions de gaz à effet de serre, le ralentissement de l’utilisation des (...)

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Comment les investisseurs peuvent-ils contribuer à relever le défi de la biodiversité ?

Comment les investisseurs peuvent-ils contribuer à relever le défi de la biodiversité ? La biodiversité est menacée par les activités humaines telles que la production industrielle, l’exploitation forestière, l’agriculture et l’exploitation minière. Ces activités ont des effets (...)

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Assurer l’avenir de l’économie bleue

Assurer l’avenir de l’économie bleue Si notre planète est essentiellement bleue, c’est pour une bonne raison : elle regorge d’eau. Les océans foisonnent de ressources et constituent également un enjeu essentiel dans la lutte contre le changement climatique. La protection des océans (...)

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