Partners

Interview

IMG
Interview , March 10
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 (...)
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 (...)

Opinion

IMG
Opinion, November 2018
Reacting to the US mid-term election results
On the back of the election results, US and European equity futures are up about 1%, as one source of political uncertainty has been resolved. In our estimation, this reflects a market refocus on fundamentals that remain positive for equities, especially in the US, and will (...)
IMG
Opinion, November 2018
US Mid Terms - Nothing really to see here
According to Nick Watson, Janus Henderson multi-asset team, from a markets perspective, Trump’s ability to provide the US economy and markets with further levels of stimulus and acceleration are likely to be constrained over the next two (...)
IMG
Opinion, November 2018
Brexit update – the end of the beginning
Multiple sources suggest that UK and EU negotiators have reached a draft agreement on Britain’s terms for leaving the EU (the withdrawal agreement) including backstop mechanisms designed to ensure that Brexit does not create a hard border in Northern (...)
IMG
Opinion, November 2018
Midterm Elections 2018: Surfing a Blue Wave
As you know, politics have become a major influence on the global economy and financial markets over the past few years (Brexit, the election of Donald Trump, the new Italian government). The upcoming midterm elections for the US Congress on 6 November are yet another (...)
IMG
Opinion, October 2018
Hedge Funds Take A Hit in early Q4
Hedge funds were not immune to recent market developments. They were down during the first half of October due to the underperformance of CTA, L/S Equity, and Special Situations strategies. Meanwhile, Merger Arbitrage, Fixed Income Arbitrage, Global Macro and L/S Equity (...)
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