Gallery
All the news about industry gallery
Interview
Interview ,
August 2020
Matthieu Esposito: "We have not changed our strategic allocation with the health crisis"
According to Matthieu Esposito, Director of Investments & Treasury at La Mutuelle Générale, the investment team simply re-prioritized certain asset classes. With the markets falling, it has tactically sought to benefit from lower entry points on liquid (...)
Interview ,
July 2020
Thierry Dissaux : “Yes, we use Socially Responsible Investment (SRI) criteria”
According to Thierry Dissaux, Chairman of the French Deposit Insurance and Resolution Fund (FGDR), for its next call for equity offers, the FGDR should select an ETF equity index excluding companies with controversial governance and those with a significant share of their (...)
Interview ,
March 2020
Yann Duvaud-Schelnast : "Our entire portfolio - whether on listed or non-listed asset is subject to an ESG analysis / review"
According to Yann Duvaud-Schelnast, Head of Sustainable Investment, innovation and governance at Allianz France, the subject of carbon occupies a key place to date in the insurer’s ESG strategy.
Interview ,
February 2020
Joachim Fels & Nicolas Mai : « The Coronavirus outbreak poses some downside risk to the forecasts »
Joachim Fels, Managing Director, Global Economic Advisor at Pimco and member of the investment committee and Nicola Mai, Executive Vice President in the London office are cautious and selective in the current market (...)
Interview ,
December 2019
Bertrand Alfandari : « We have broadened our range mainly by adding equity and bond ETFs with an ESG approach »
BNP Paribas Asset Management and Bertrand Alfandari, Head of ETF Business Development want to continue to be one of the leading ESG ETF providers in Europe and believe that it is important to support its client expectations in this field, both in the equity and bond (...)
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Opinion
Strategy,
February 2017
Emerging Markets: Another Year, Another Opportunity
Paul McNamara, investment director responsible for GAM’s emerging market strategies, looks ahead to 2017 and reflects that the likely drivers of EM local currency bond markets are the same ones that led to overall outperformance last (...)
Opinion,
February 2017
Protecting against Protectionism : Why is deglobalisation gaining momentum and what should investors do about it?
The headwinds to globalisation are more structural than cyclical, which means those in favour of open markets have a serious challenge to overcome.
Opinion,
February 2017
Hour of truth comes for the flexible funds industry
According to Tarek Issaoui, Head of Cross Asset Flexible Solutions at THEAM, coming months and years will most probably see more differentiation between the performance of flexible funds. As diversification benefits become less important, drawdown management will develop (...)
Opinion,
January 2017
Caution will be needed in emerging markets in 2017, waiting to find the right entry point
2016 has been a better year for emerging market returns after underperforming for many years. However it has been a volatile year and one has had to be an active manger, being selective, tactical and rotating between asset classes and currencies to maximize (...)
Opinion,
January 2017
Tighter Labor Markets Inspire Further Reflation and Rate Normalization
At the end of 2016, the nonfarm payroll print came in at 156,000 jobs gained for the month of December, which was a bit under the consensus expectation of 180,000 jobs, but it still represents a solid number for a labor market that needs to be regarded as very close to, if (...)
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