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.
According to John L. Bellows, PhD, Portfolio Manager and Research Analyst with Western Asset, Janet Yellen’s decision has not changed his view of the Fed going forward. He continues to think the Fed will be responsive to changes in the outlook, and at the same time he thinks (...)
When considered on their own merits, and approached with the same care and due-diligence as any other emerging market investment, frontier markets can provide valuable diversification potential, says Franklin Adatsi, member of the Global Emerging Markets team at Jupiter (...)
There were bouts of volatility in financial markets this summer: collapse in Chinese equities, depreciation of the yuan dragging down emerging currencies, drastic fluctuations in equity markets in developed countries, collapse in commodity prices, etc. How can we interpret (...)
European equities could provide haven amid global uncertainty
Given recent equity market volatility, now is an opportune moment to re-assess our view of European equities for the remainder of this year and into 2016. We continue to believe European equities offer almost ‘safe haven’ status in a world of increasing economic (...)
Global market volatility: more to come, but opportunities too
According to Deutsche AWM, markets appear to have overreacted in some instances and Deutsche AWM current view is to tactically underweight 10-year Bunds. On Eurozone periphery, Deutsche AWM stay neutral. With regards EM sovereigns, Deutsche AWM would stay on the sidelines (...)