Bruno Crastes : « Our models are still based on an enhanced version of the Black-Litterman model »
Former star managers of Amundi, Bruno Castres and Vincent Chailley have created H2O Asset Management, a London-based alternative management company. In an interview with Next-Finance, Bruno Castres unveils the firm’s objectives and (...)
Thaddée Tyl : « I would invest in an entrepreneurial management company rather than a fund owned by a large group!»
Thaddée Tyl, president of Rivoli Fund Management, is strongly advocating entrepreneurial management firms as they show more management team stability...
Mark Mobius « numerous emerging markets companies are still undervalued »
According to Mark Mobius, one of the most recognized expert in emerging markets, many emerging economies are forecast to grow by considerably more than developed markets, even taking the current economic climate into (...)
Jérôme Teiletche: «Replicators are complementary to hedge funds. They are also more liquid and transparent than investable indices »
Lombard Odier has been among the first asset management firms to launch investment vehicles which replicate hedge funds. We carry out an assessment with Jérôme Teiletche, the head of systematic investment strategies…
Nicolas Gaussel : « An asset management style which does not include any Quant element does not exist!»
Quantitative strategies, asset allocation, absolute performance…. Nicolas Gaussel, head of quantitative and structured management of Lyxor, answers our questions.
Unresolved ESG issues persist in Canadian oil sands industry
During a recent visit to Canada, for the annual UN PRI signatory conference, I took the opportunity together with a few other investors to visit the oil sands operations in the Alberta region. What I heard and saw there made me realise that the Canadian oil sands industry (...)
Headlines in Europe are again focused on weak economic growth but there remain many companies well placed to deliver. Analysis of Nick Sheridan, Fund manager Henderson Horizon Euroland.
A stable government, a can-do prime minister and a recovering economy may prove to be the best recipe yet for Indian stocks, according to Avinash Vazirani, manager of the Jupiter India Select SICAV fund. Add in a falling oil price, says Avinash, and Indian firms might just (...)
According to Keith Wade, Chief Economist at Schroders, equity markets have experienced a setback recently and this has led many strategists to question the longer term case for the asset class. However, he remains positive on shares and believes that equities can still (...)