Philippe Desfossés : « Our SRI approach has two advantages, the absence of sectorial bias and investment in all sectors »
Philip Desfossés, Director of ERAFP (Establishment of additional retirement of civil servants), the first French public pension funds, introduces their 100% SRI management and their Best In Class approach ...
Arnaud Chrétien and Serge Darolles : «The objective of QuantValley is to become the calling card for French Quantitive management»
Challenges, positioning and quantative management outlook in France. Arnaud Chrétien and Serge Darolles, respectively Chairman and deputy chairman of QuantValley, answer our questions and introduce us to their project aimed at promoting Paris’ image as a city of (...)
Bruno Le Chevallier : « We have got rid of all banking stocks and have expanded sales to insurers »
According to CCR Opportunity Fund manager, Bruno Le Chevallier, an optimistic scenario can lead markets to bounce back by about 10% to 15% by the end of the year.
Christophe Dehondt : « Current levels of inflation break-even are buying opportunities »
According to Christophe Dehondt, fund manager of CPR Focus Inflation, it is possible to benefit from the rise in inflation while being hedged against rising interest rates by buying inflation-linked bonds and selling traditional sovereign bonds with similar (...)
Jürgen Maier: «Emerging Markets will continue to become more and more important for the global economy and capital markets »
According to Jürgen Maier, fund manager in the team «Emerging Markets Equities» at Raiffeisen Capital Management, Emerging Markets have weathered the economic crisis and will remain competitive thanks to massive investments in infrastructure in the years to come and enormous (...)
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 (...)
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 (...)
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 (...)
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 (...)
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 (...)