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 (...)
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 (...)
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 (...)
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 (...)
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 (...)
President Mario Draghi took a bold stance at the ECB press conference on Thursday. Not only did Draghi announce the timeframe for ending the asset purchase programme in 2018 but he also provided forward guidance on the unlikelihood of an interest rate hike until the summer (...)
GAM’s Scilla Huang Sun evaluates some interesting trends in the luxury market and explains why this is a sector in which active management can add considerable value
Following a sharp spike in risk premia in late May on uncertainties about new elections in Italy, markets mildly recovered from their state of emergency.
Since assuming office in 2014, Indian Prime Minister Narendra Modi’s government has put in place a raft of reform measures aimed at strengthening the nation’s infrastructure and economic fundamentals.
Investing in Japan? Look beyond the trade war rhetoric
The U.S. and China are edging ever closer to a full-blown trade war, but it won’t just be the two superpowers affected. With its equity markets highly correlated to global growth, many view Japan as a potential casualty of the ongoing (...)