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’’
Jean-Francis Dusch, CIO of Bridge (Benjamin de Rothschild Infrastructure Debt Generation) and managing director of Edmond de Rothschild AM UK group wants to take into account ESG factors in the management of investment (...)
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 (...)
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 (...)
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 (...)
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 (...)
When examining the fixed income market outlook within the Euro zone, inevitably the discussion turns to Italy, and what the potential ramifications of this ongoing budget saga will be.
We believe that fears of a global slowdown are overdone, even though we are clearly past the peak in growth. Investor sentiment remains fragile and volatility high as fears about growth and political headlines keep markets on the back-foot. Yields have fallen on market woes, (...)
Financial Innovation: US banks steal a lead on European, Asian peers
In recent years, technological developments, new regulations and the rise of digital savvy millennials have combined to form an irreversible trend towards innovation in the global financial sector.
The S&P 500 tanked twice this year by some 10%. Neither nice nor historically unusual.
Dropping twice by some 10%, as the index has this year, might seem more exceptional. But it is not that uncommon, too, when looking back in history: at least two declines by 10% or more within one year have occurred seven times since (...)
We suspect the architects behind “the Tulip” are giving a nod to the famous European Tulip Mania of 1637. Even if the building is never completed, there may be no more fitting end to such a long trend toward positive social mood in the (...)