Christophe Cattoir : “For our equity fund - weighing 10% of our assets - the trackers represent approximately 25% of our allocation”
Christophe Cattoir, head of asset management at M comme Mutuelle chooses firstly trackers with high quality of index replication. Secondly, he makes sure to choose top ETF providers because these products carry a counterparty (...)
Pieter Entius : « Eurex Market-on-Close (MOC) delivers a listed solution for basis trading »
Higher efficiency and less risk - Eurex Market-on-Close Futures are designed to deliver multiple benefits to a market that has so far been dominated by OTC trading. Pieter Entius, Head of Trading at Flow Traders, shares his insights what are the key drivers and benefits from (...)
Estelle Ménard : "The cycle of mergers and acquisitions is far from over"
Estelle Ménard, Deputy Head of Thematic Equities Management and Fund Manager of the fund CPR Invest–Europe Special Situations at CPR AM believes that an environment of long-term moderate growth is a strong driver for boosting both economic and financial restructuring (...)
Philippe Goubeault : « More than twenty percent of our total reserves are managed through a process based on non-financial criteria »
According to Philippe Goubeault, CFO of Agirc-Arrco, Responsible finance has become an essential part of its investment policy. As a result, all their request for proposals now include an SRI part.
On the back of the election results, US and European equity futures are up about 1%, as one source of political uncertainty has been resolved. In our estimation, this reflects a market refocus on fundamentals that remain positive for equities, especially in the US, and will (...)
According to Nick Watson, Janus Henderson multi-asset team, from a markets perspective, Trump’s ability to provide the US economy and markets with further levels of stimulus and acceleration are likely to be constrained over the next two (...)
Multiple sources suggest that UK and EU negotiators have reached a draft agreement on Britain’s terms for leaving the EU (the withdrawal agreement) including backstop mechanisms designed to ensure that Brexit does not create a hard border in Northern (...)
As you know, politics have become a major influence on the global economy and financial markets over the past few years (Brexit, the election of Donald Trump, the new Italian government). The upcoming midterm elections for the US Congress on 6 November are yet another (...)
Hedge funds were not immune to recent market developments. They were down during the first half of October due to the underperformance of CTA, L/S Equity, and Special Situations strategies. Meanwhile, Merger Arbitrage, Fixed Income Arbitrage, Global Macro and L/S Equity (...)