Partners

Interview

IMG
Interview , April 2023
Emmanuel Brutin : “We have chosen to move towards a 100% ESG allocation”
Emmanuel Brutin, Head of Insured Portfolio Management at CNP Assurances, indicates that over the course of 2022, the insurer has repositioned itself on bond products in order to benefit from the upward trend in interest (...)
IMG
Interview , July 2022
Tammie Tang and Simon Bond : “Investors in the fund are those interested in enabling positive social outcomes”
Interview with Tammie Tang, portfolio manager of the Threadneedle (Lux) European Social Bond and Simon Bond, director, responsible investment at Columbia Threadneedle Investments about the social bond market and their fund dedicated to this investment (...)
IMG
Interview , May 2022
Carole Zacchéo : “The war will strengthen the interest of investors and savers for the ESG theme”
According to Carole Zacchéo, CIO at Maif group, the french mutual insurance, an investor committed to an ambitious climate strategy, investments in favor of energy transition will increase, both in terms of energy efficiency and renewable energy (...)
IMG
Interview , April 2022
Sabine Castellan Poquet : “To respect the ’Paris Agreements’, we will have to achieve carbon neutrality of our portfolios by 2050 at the latest”
According to Sabine Castellan Poquet, Investment Director Macif - Aema group, interest rise increase, a consequence of this resurgence of inflation, is rather positive for life insurers who are structural bond (...)
IMG
Interview , April 2022
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 (...)

Opinion

IMG
Opinion, September 2022
The Uncertainty May Be Worse Than the Slowdown
We do think the onset of recession is a time to tread carefully, but it could also be a time of opportunity for equity investors.
IMG
Opinion, September 2022
What’s hot: Suspension of EU ETS unlikely
Sharply rising energy prices are pressuring politicians to react. Last week the European Commission called for an overhaul of the electricity market following price increases in excess of 20% in a single day in France. The European Commission is talking tough but is offering (...)
IMG
Opinion, August 2022
Euro Parity: Threshold or Boundary?
The euro is subject to enormous economic forces that could equally be very positive for the currency or the cause of an even greater fall.
IMG
News, June 2022
Pension funds/institutional investors plan to reduce exposure to fixed income assets - pessimistic about future performance
Global bond markets have suffered significant losses in recent months, and with rising inflation and interest rates expected to increase, 43% of pension funds and other institutional investors expect performance to deteriorate further over the next 12 months – some 13% expect (...)
IMG
Opinion, June 2022
Are recession concerns overdone?
Mark Nash and Huw Davies assess the prospects for global growth in an environment of heightened geopolitical tensions, rising inflation and interest rates and China’s zero-Covid policy.
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