Partners

Interview

IMG
Interview , March 2011
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 (...)
IMG
Interview , November 2010
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...
IMG
Interview , September 2010
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 (...)
IMG
Interview , June 2010
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…
IMG
Interview , May 2010
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.

Opinion

IMG
Opinion, January 2021
UK Equities: Resurrection of the deplorable asset class!
If the UK equity market was out of favour at the beginning of 2020, it’s even more so now. Until the arrival of three vaccines prompted a wave of market exuberance towards the end of the year, UK equities had fallen approximately 20%. The only two worse-performing equity (...)
IMG
Opinion, January 2021
Outlook 2021: Global and thematic equities
Global equities can continue to perform well in 2021, but tech may have to share the limelight with some unloved areas. Meanwhile, a number of mega-trends will continue to gather pace.
IMG
Opinion, January 2021
Inauguration Day 2021 – What is the outlook for US Equities and markets?
Understanding how individual companies are likely to perform in an environment dominated by the major themes that we have identified is likely to yield significant opportunities over the coming quarters and years.
IMG
Opinion, January 2021
Can Thematic Investing provide investors with growth opportunities in uncertain times?
CAMRADATA’s latest whitepaper on Thematic Investing, considers the role this type of investing can play in asset management and explores trends that can permeate society and traverse sectors.
IMG
Opinion, January 2021
No alternative to equities
While political risk, a second Covid-19 wave, lower economic activity and suppressed inflation might trigger a short-term sell-off, in the medium term a high equity risk premium and low rates will support equities
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