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Interview
Interview ,
March 2021
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 (...)
Interview ,
February 2021
Ryan Blute : “more than 90 percent of our assets managed on behalf of our European clients having outperformed their benchmark”
PIMCO sees opportunities in the French CGP market. Traditionally oriented towards institutions, the management company seems to adopt a new positioning. Ryan Blute, Head of Global Wealth Management EMEA at PIMCO explains this strategy on the French market (...)
Interview ,
January 2021
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 ...
Interview ,
January 2021
Jean-Charles Bertrand: "We favor defensive assets, such as safe-haven currencies and CTA-type hedge funds"
According to Jean-Charles Bertrand, Head of Multi Asset at HSBC Global Asset Management, institutional investors should turn to defensive assets, such as safe-haven currencies and CTA-type hedge funds, rather than opting for sovereign (...)
Interview ,
December 2020
Bertrand Alfandari : “After launching the first ever ETF on the “low carbon” theme in 2008, we continued to expand our range by developing other ESG themes”
According to Bertrand Alfandari, Head of business development ETFs & INDEX FUNDS at BNP Paribas Asset Management, net inflows were very strong in Europe for ESG ETFs during the first nine months of 2020.
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Opinion
Opinion,
March 2019
Dave Lafferty : "If you were waiting for evidence that European monetary policy has turned the corner, you’ll definitely be disappointed... if not surprised."
Draghi essentially confessed to what everyone already knows - the European economy , after a short bout of strength in late 2017/early 2018 - is decelerating again.
Opinion,
March 2019
Hedge fund briefs : A rising tide lifts most boats
Hedge fund strategies experienced a symmetric move. The strategies that suffered in December such as L/S Equity and Relative Value Arbitrage rebounded recently, while those resilient at the end of 2018, such as CTAs, lagged behind so far in Q1 due to their short equity (...)
Opinion,
February 2019
Will the ECB be able to raise its key rates?
Markets no longer believe in the ability of the ECB to raise its key rates in 2019 and the theme of the Japanization of Europe is coming back. A comparison with the Fed’s experience in recent years allows us to see more (...)
Opinion,
February 2019
China: a health warning
“China is battling slowing economic growth with a host of stimulus measures, but a US policy of containment, the rise of rival low-cost manufacturing hubs and a dwindling current account surplus call for caution,” says Jason Pidcock, Head of Strategy, Asian (...)
Opinion,
February 2019
Brexit and beyond: Investing in Europe amid Political Risk
Political risk has been a feature in European markets for years. Lately, from Italy’s fiscal squabbles to turmoil in the streets of France, it feels like the volume of political noise has risen. However, political risk is not a reason to avoid European (...)
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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’’