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.
Commodities at peak bearishness, presenting major opportunity
ETF Securities, one of the world’s leading, independent providers of Exchange Traded Products (ETPs), believes commodity markets may be close to their most attractive ever after continued levels of bearishness.
According to Keith Wade, Chief Economist & Strategist at Schroders, despite the market reaction, this move comes out of weakness and also raises the risk that China may retaliate with a further depreciation of its currency. If so, we will have entered a new phase in the (...)
Latest BoJ currency war salvo unlikely to be effective
According to Simon Ward, Chief Economist, Henderson Global Investors, the Bank of Japan’s surprise decision to introduce a negative interest rate on the top tier of banks’ reserve holdings recalls the famous Beyond the Fringe sketch in which Peter Cook’s squadron leader (...)
Sebastian Radcliffe, manager of the Jupiter North American Income Fund, comments on the decision by the US Federal Reserve to increase interest rates for the first time since 2006
For all that happened in 2015, one has to wonder if it will be lost in the textbooks as a pretty uneventful year. Sure it was the year of Ukraine, the Volkswagen scandal, “Unicorns”, ISIS, China’s slowdown, Fed “liftoff”, and another chapter in the Greece drama, but what really (...)