Partners

Interview

IMG
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 (...)
IMG
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 (...)
IMG
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 ...
IMG
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 (...)
IMG
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.

Opinion

IMG
Opinion, September 2018
Lehman: 10 Years After
It’s often said that you should never let a good crisis go to waste. As we approach the 10-year anniversary of the seminal event of the Global Financial Crisis – the collapse of Lehman Brothers – investors may wonder if we’ve learned anything from past mistakes. Through the (...)
IMG
Opinion, September 2018
Getting to the Truth on Trade, and Yes, Ricardo Can Still Rest In Peace
Trade volumes, trade agreements, and tariffs have been the focus of capital markets over the last year. Capital markets have taken the existing unencumbered trade regime as a given, and priced in the continuation of the existing order of ever-expanding trade and lower (...)
IMG
Opinion, September 2018
Greece: the end of bailout program
The end of the Greek bailout program on Aug 20 bears both virtues and risks. While the country is regaining some fiscal room of manoeuvre, there is no longer any additional precautionary funding scheme in place, which means Greece is now reliant on financial market funding (...)
IMG
Opinion, August 2018
After the fall
Emerging market bonds have suffered in recent months, but according to Alain-Nsiona Defise, Head of Emerging Corporates, Mary-Therese Barton, Head of Emerging Market Debt at Pictet Asset Management, fears of a renewed currency and debt crunch are (...)
IMG
Opinion, July 2018
US fixed income: Buying opportunity or a falling knife?
10 year US Treasury yields crossed the psychologically important 3% threshold in the 2nd quarter, the highest level in four years - buying opportunity or a falling knife? Given these critical levels and an uptick in US inflation, investors are justifiably worried about (...)
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