Gallery
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Interview
Interview ,
May 2016
Caroline Le Meaux Lambert : « We are looking for strategies able to benefit from upward equity trends while limiting volatility »
Caroline Le Meaux Lambert, head of delegated asset management at Caisse des Dépôts for the French public pension fund Ircantec, tells us a little more about the Smart Beta concept.
Interview ,
April 2016
Pierre Richert : « It is important to enhance transparency, performance attribution and especially regulation for quant funds »
Pierre Richert, Agrica CFO – mutual company dedicated to the agriculture sector – still does not invest in quant funds. He considers necessary to enhance transparency, performance attribution and especially regulation for this kind of (...)
Interview ,
April 2016
Donald A. Steinbrugge : « A new CTA fund must have a strong differential advantage to have any chance of competing in the institutional market place. »
Donald A. Steinbrugge, managing partner at Agecroft Partners – US third party marketing firm specialized in hedge funds - gave us information regarding demand from institutional investors for CTAs
Interview ,
July 2015
Olivier Pleasant : "With Ecofi Enjeux Futurs, we want to invest in growth over the next decades"
According to Ecofi Investments "Meeting the actual needs without compromising the ability of future generations to meet their own needs" is the challenge of sustainable development, and the philosophy that we wanted to use when we set up this (...)
Interview ,
March 2015
Malik Haddouk : « In fixed income we are focusing in the short term on exposure to long maturities »
In fixed income, Malik Haddouk, Head of Balanced Management at CPR Asset Management and his team are focusing in the short term on exposure to long maturities (> 10 years), which are likely to get a boost from quantitative easing and weak (...)
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Opinion
Opinion,
February 2021
Silver squeeze: What’s behind the surge in silver?
Silver is in the spotlight this week, after the popular r/WallStreetBets community on Reddit highlighted the fundamental value in acquiring silver at current levels. The online posting was the catalyst for increased retail flows and awareness. Last Thursday 28 January, the (...)
Strategy,
February 2021
Is 2021 going to be the year of a value rotation?
For some time now, we have been highlighting the wide valuation gap between the ‘value’ and ‘growth/quality’ ends of the market. Earlier in 2020, we suggested that the drivers of this extreme dispersion might be coming to an end and the 2020s could be the decade of the ‘cheap (...)
News,
February 2021
2021 Alpha outlook in Japan
We see the alpha environment in Japan improving in 2021. First, we expect a more supportive macro backdrop, setting the stage for a wider set of investment themes. Japan’s second wave of Covid-19 has peaked and its impact on activity looks manageable so far and will likely (...)
Opinion,
February 2021
Don’t Mistake Growth for Quality
As investors adjust for a potential style rotation, we urge them not to abandon their portfolios’ “quality compounders” and “transition winners.” Following the shock of the coronavirus crisis, there is a lot of talk of “early-cycle” economic dynamics: higher GDP growth, inflation (...)
Opinion,
January 2021
This week’s chaos in GameStop and related areas has blown some of the froth off equity markets and has certainly transformed the mood of some market participants
The parabolic rise of this stock, reportedly driven by retail speculation, short-covering and options hedging, has reverberated across a number of other stocks and sectors.
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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’’