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 (...)
The fastest growing of these mega caps were Amazon and Facebook
Technology stocks have continued to outpace broader equity markets in 2018. Together Apple, Amazon, Google, Facebook and Microsoft have a market cap value of $3.6 trillion and a net cash balance of just over $365bn. These quarterly earnings reports epitomise a virtuous (...)
Do investors realize how good they’ve had it over the last 8+ years ? On the obvious side, the length and strength of the equity bull market has been well publicized. Since the March ’09 bottom, US equities are up over 300% (S&P 500®) while global equities are up over 200% (...)
The outlooks for 2018 are relatively optimistic, nonetheless, in the interest of a balanced view, Esty Dwek Roditi, Invesment Specialist at Natixis Investment Managers presents the 10 biggest risks for 2018.
And yet again, the global economy delivers another good quarter in terms of growth. It even seems that capital investments are finally contributing to growth. This has been the main disappointing economic variable to date in this business (...)
Although the year was positive for natural resources overall, their performance lagged the global markets. 2018 could offer better prospects, an uptick in inflation being perhaps the best scenario for the theme.