Partners

Interview

IMG
Interview , February 2019
Bruno Servant & François Garreau : « Climate change and its consequences is a major challenge for the insurance industry and its business model »
According to Bruno Servant, CIO, Generali France and François Garreau, in charge of CSR, Generali France, as institutional investors, insurance companies have to take long term positions to manage risks in coherence with the long term horizon of its (...)
IMG
Interview , January 2019
Guillaume Abel : “SRI is becoming THE relevant fund management”
According to Guillaume Abel, head of business development of La Banque Postale Asset Management (LBPAM), SRI is becoming THE relevant fund management. LBPAM plans to launch a Green Bond fund to come in 2019 and the creation of tailor-made SRI model portfolios to monitor the (...)
IMG
Interview , January 2019
Héléna Charrier : “Dialogue is the first lever of decarbonisation for investments in the companies financed”
According to Héléna Charrier, director of responsible investment projects at Caisse des Dépôts, Caisse des Dépôts and its subsidiary Bpifrance also want to support the decarbonisation of their investment portfolios in unlisted (...)
IMG
Interview , September 2018
Ten years on from the collapse of Lehman Brothers
According to Olaf Tölke, team leader, corporates, Scope Ratings, low interest rates are a major problem because they don’t reflect the true cost of risk. The result is that enterprises and individuals have taken on more and more debt simply because it is (...)
IMG
Interview , December 2017
Isabelle Bourcier : “Our ambitions is to grow in Smart Beta and SRI ETFs”
Evolution of the ETF market, impact of the regulations, ongoing development at BNP Paribas Asset Management...Isabelle Bourcier, Head of quantitative and index management at BNP Paribas Asset Management shares its view with (...)

Opinion

IMG
Opinion, January 2019
A tale of two worlds: a robust business cycle in the US and a draining of liquidity in the rest of the world
After President Trump signed the ’Tax Cuts and Jobs Act’ into law on 22 December 2017, we expected corporate earnings growth to be strong in 2018. In fact, it has been far stronger, as the direct effect of the tax cut on corporate earnings was further magnified by the (...)
IMG
Opinion, January 2019
Normalising economies may mean moderate returns
After 10 good years, the markets appear to be finally getting back to pre-crisis norms. Our analysis suggests that this normalisation may result in investment returns becoming much more modest than they have been over the years since the financial crisis, when (...)
IMG
Opinion, January 2019
A modern-day War of the Roses
A modern-day War of the Roses: Is a real winner possible in the US-China trade war? In an era of globalization, trade wars mean losses for all sides
IMG
Opinion, January 2019
The Fed’s legacy will live on
The legacy of the December Federal Open Market Committee (FOMC) meeting promises to have lasting effects well into the new year. Once again, there were no surprises on the outcome for the US Federal Reserve (Fed) funds target following this (...)
IMG
Opinion, December 2018
Brexit, Now What ?
Paul O’Connor, Head of Janus Henderson’s UK-based Multi-Asset Team, sifts through the highly complex range of Brexit scenarios following Theresa May’s survival as party leader.
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