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
Strategy, August 2012
Do mega companies offer mega opportunities?
Mega companies are bigger than most countries. Quite a few pharma, food, oil and tech companies reach annual revenues of over $50 bln, exceeding the GDP levels of more than 2/3 of the countries in the world. Unusually, these mega companies have performed better than the (...)
IMG
Opinion, August 2012
Beware the dangerous emerging market ‘grand narrative’
The emerging markets (EM) ‘grand narrative’ that you hear constantly churned out is at best misleading and at worst dangerous...
IMG
Strategy, July 2012
European companies are becoming ever more ’global’
There is a clear distinction between the travails of the eurozone and the prospects for successful, ’world beating’ European companies. I think that the world has changed: in recent years, European companies have become much more global and more than ever, the quality of the (...)
IMG
Opinion, July 2012
Facebunds : "German bund market is overvalued"
If regulators think the Facebook IPO was a scandal, they should look at the German government bond market...
IMG
Strategy, March 2012
Equities: will oil spoil the party?
After the strong start to the year equity markets are getting vulnerable to profit taking. A further rise in oil prices could well provide the excuse for doing so, certainly as the momentum in liquidity creation seems to have (...)
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