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, July 2020
Guy de Blonay H2 outlook
Global equities had their best quarter since 1998 in Q2 and started Q3 on a positive note. Markets could be choppier during summer, as valuations are rich in some leading sectors, seasonal liquidity is lower and many sources of risks (...)
IMG
Strategy, July 2020
Investment Style Rotations - Growth versus Value
Style rotations, where investors switch one type of investment style for another, are nothing new. At some point during most investment cycles different styles – such as growth, quality and value – will outperform at different points as investors rotate in and out depending on (...)
IMG
Video, July 2020
Market update July 2020 - Cyrille Geneslay: "We remain measured against risky assets during the summer"
Cyrille Geneslay, fund manager at CPR Asset Management, indicates that he has pursued his vast strategy of asset reallocation started at the end of May within the CPR Reactive Growth fund, by selling American stocks to reposition themselves on "value" markets (...)
IMG
News, July 2020
The Investment Implications of Climate Risk – An Investment Manager’s View
IMG
Opinion, July 2020
Moving past the edge of reason, China government sanctionned rally
The situation is excellent. The market is rallying led by a government sanctioned rally in China. Our constructive thesis is validated after a period of noise in the equity market led by a US spike in Covid-19 cases. This is excellent and precisely why we need to (...)
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