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Interview
Interview ,
December 2016
Michèle Lacroix : “SCOR has strengthened its teams to invest more heavily in bank loans”
According to Michèle Lacroix, Head of Group Investment Office at SCOR, for several years, equity exposure has been strongly reduced in the group investment portfolio in contrast to its bank loan exposure...
Interview ,
December 2016
Marie Lemarie : “We have halved our equity exposures between 2011 and 2016”
According to Marie Lemarie, director of investments at Groupama SA, the conjunction of solvency and low-rate environment has militated for a reduction of the equity risk. Groupama has halved its equity exposures between 2011 and (...)
Interview ,
December 2016
Jean-Philippe Médecin : “Solvency II did not lead to a significant decline in our equity exposures”
Jean-Philippe Médecin, funding and asset-liability management director within the CNP Assurances investment department and its team are increasingly integrating hedges to limit the effects of market drawdowns…
Interview ,
December 2016
Agnès Lossi : "We expect a lot of progress in terms of dynamic balance sheet management and capital steering including their volatility, which is probably the major challenge for institutions."
According to Agnès Lossi, Partner and Director at Indefi, market risk contribution to capital requirements is high. It represents almost 50 % of the capital needs.
Interview ,
November 2016
Patrick Delestra : "Investing in thematic equities makes sense only if we use a specialist fund manager"
According to Patrick Delestra, Head of Equity at Apicil group, a balanced portfolio must used several kinds of strategies namely Small caps which outperform over the long term, Value equities that are undervalued and Growth stocks which are expensive but offer (...)
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Opinion
Opinion,
May 2019
Unicorns and Growth: From Sales Stories to Profit Fantasies
Technology unicorns are in the spotlight, with Uber’s recent high-profile IPO. As scrutiny of their business models intensified, we think investors should also ask tough questions about publiclytraded companies with high sales growth but scant cash (...)
Opinion,
May 2019
Are newly cautious U.S. consumers behind the world’s low interest rates?
One key effect of the reduced borrowing may have been to encourage record low interest rates, both in the U.S. and elsewhere, as lenders attempted to reignite the borrowing cycle. while a slowdown in debt issuance drove up bond prices, pushing yields (...)
Opinion,
May 2019
Which central banks will have the most room for maneuver?
In the decade following the Great Recession, central banks in developed countries have resorted overwhelmingly to unconventional measures to satisfy their mandates, be they dual (price stability and full employment) or solely focused on price (...)
Opinion,
April 2019
Equities and corporate credit well placed as fed pauses for breath
Last year ended with torrid market returns, and we entered 2019 with global financial conditions tightening sharply. So where does that leave us, and how will we react with regards to the Global Multi Asset Income (...)
Opinion,
April 2019
Five Eyes on 5G
Last November I was talking to investors in Japan about how 5G connectivity was going to change the way we live in unimaginable ways. Perspectives from Yan Taw Boon, Director of Equity Research, Asia and Co-Portfolio Manager, Equity Research Thematic Portfolios, Neuberger (...)
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Jean-Francis Dusch : ’’Our mission is to offer investors a stable and predictable long-term return, from selected debt investments in developing and fast-growing sectors’’