Simon Thorp : « In the Aperture Credit Opportunities fund, we use fundamental analysis as well as quantitative tools »
According to Simon Thorp, Fund Manager of the Aperture Investors SICAV - Credit Opportunities Fund (ACOF), a more inflationary environment has a direct impact on the valuation of its long positions. In such a context, he aims to reduce the duration of our (...)
Bertrand Desportes, Mazars Partner: “Impact finance is based on the pillars of intentionality, additionality and impact measurement”
According to Bertrand Desportes, Partner at Mazars, the issues surrounding impact as well as the notion of positive impact measurement quite clearly differentiate impact finance from other sustainable finance practices.
Xavier Morin: "In 2021, we are seeing a real resurgence of interest in our strategies that are weakly correlated to the equity market"
According to Xavier Morin, co-CIO and in charge of the Event Driven Equity division at Syquant Capital, dividend arbitrage is deployed in the 4 Helium equity funds. The aim of this strategy is to capture discounts on Future Dividendes SX5E while limiting market (...)
Gilles Cutaya: "All of our equity funds and 96% of our open-ended funds integrate the extra-financial criteria under Europe’s Sustainable Finance Disclosure Regulation (SFDR)"
CPR AM Deputy CEO Gilles Cutaya shares his convictions about a strategic choice that is ideally suited to meet the major challenges of our era.
Olivier Thébault and Mia Dassas : "Investing in a SPAC is risky"
Olivier Thébault, partner at Allen & Overy and Mia Dassas, counsel at Allen & Overy, explains how PSPCs work, their advantages and disadvantages and the strong attraction of investors for this type of vehicle (...)
After Egypt, Russia is the second country where capital flight has been significant this year. Now Russia has a tradition of strong capital flight. Ever since the collapse of the Soviet Union, there have been only a few quarters without a net capital (...)
Saxo Bank Releases 10 Outrageous Predictions for 2012
Saxo Bank has today released its annual Outrageous Predictions. Among the unlikely events predicted by the Bank are that Australia will go into recession, Basel III and regulation will force 50 bank nationalisations in Europe and Apple shares will plummet 50 percent from (...)
Now is not the time to give up on the US banking sector
Investors should not allow negative market sentiment to dissuade them from investing in US banks, says Ryan Brist, head of US Investment Grade Credit at global fixed income manager Western Asset Management, who argues that ‘now is not the time to give up on the (...)
Several opinion leaders have started a public debate regarding the possibility to breakup the Euro and return to the former local currencies. In light of this debate, we look at the possible implications of this break-up scenario for companies active on the Euro capital (...)
As China faces up to its debt problems investors should be poised for turbulence and opportunity, writes Robin Parbrook, Head of Asia (ex Japan) Equities.