Jean-Philippe Médecin : « The CNP’s subordinated green bond issue was a great success »
CNP Assurances has successfully launched its first subordinated green bond issuance. Jean-Philippe Médecin, the director of the prop trading and financing department at CNP Assurances, gave us more details.
Simon Bond : “Our European Social Bond Fund is carefully managed with a mix of maturities to offer daily liquidity”
According to Simon Bond, Threadneedle (Lux) European Social Bond Fund manager, the fund aims to balance three key elements: clear social impact, daily liquidity and financial return with a similar risk/return profile as a regular investment grade (...)
Pascal Koenig : « We believe that these concentration movements should continue, including among the leading players »
According to Pascal Koenig, Partner at Deloitte, Head of asset management, the operations of M&A, search for new shareholders, team transfers have multiplied in France in recent months. He believes that these concentration movements should continue, including among the (...)
Pierre Valentin ; “We have placed SRI at the heart of our investment philosophy”
According to Pierre Valentin, chairman of Ecofi Investissements, except for wealth management Ecofi’s entire range of open funds is 100 % SRI this year, whether it for equity, bond, money market or multi-asset funds.
Global warming has been an issue for many years now. It is often regarded as a long-term challenge. That is certainly true, except that the “long term” is now close at hand, and climate change’s economic impact can already be measured in several major (...)
Buy in January, Sell in May? The seasonality of commodity performance
Most commodities outperformance is skewed to the early months of the calendar year, according to ETF Securities, one of the world’s leading independent providers of Exchange Traded Products (ETPs).
We see reflation ? rising nominal growth, wages and inflation – accelerating globally in 2017, led by the U.S. This theme is central to how we suggest positioning portfolios for the coming year, including our preference for value stocks over bond (...)
Generali Investments’ 2016 Year Review: European High Yield Bonds
For the European high yield bond market, 2016 was marked by three distinct phases and some defining moments. In contrast to normally favorable seasonal trends, the beginning of the year saw an abrupt sell-off which lasted for the first forty days on the back of a global (...)
Charlie Awdry, China portfolio manager, shares his views on the prospects for Chinese stocks in 2017. He believes the focus on high quality growth companies exposed to long-term consumer trends and cyclical value stocks places his portfolios in good stead to deliver (...)
Asian Dividend Income: cautiously optimistic in 2017
Michael Kerley and Sat Duhra, Co-Managers of the Henderson Asian Dividend Income Strategy, provide their outlook for 2017. While macro events will continue to dominate markets, Asia’s strong potential for dividend growth remains the key reason why investors should remain (...)