Partners

Interview

IMG
Interview , March 2021
Jean-Louis Charles : "We have implemented a hedging strategy for our entire equity portfolio until December 2021"
Jean-Louis Charles, Chief Investment Officer at AG2R LA MONDIALE, this strategy enabled the Group to remain calm in the first half of 2020 while remaining invested in equities. The strategy was carried out through the purchase of puts on the EuroStoxx50 (...)
IMG
Interview , February 2021
Ryan Blute : “more than 90 percent of our assets managed on behalf of our European clients having outperformed their benchmark”
PIMCO sees opportunities in the French CGP market. Traditionally oriented towards institutions, the management company seems to adopt a new positioning. Ryan Blute, Head of Global Wealth Management EMEA at PIMCO explains this strategy on the French market (...)
IMG
Interview , January 2021
Eric Dubos: "We are committed to holding 8% responsible investments in the bond pocket, including at least 80% in green bonds"
According to Eric Dubos, CFO and member of the MACSF COMEX, with negative rates on a good part of the yield curve, the search for yield pushes investors to extend the duration of portfolios ...
IMG
Interview , January 2021
Jean-Charles Bertrand: "We favor defensive assets, such as safe-haven currencies and CTA-type hedge funds"
According to Jean-Charles Bertrand, Head of Multi Asset at HSBC Global Asset Management, institutional investors should turn to defensive assets, such as safe-haven currencies and CTA-type hedge funds, rather than opting for sovereign (...)
IMG
Interview , December 2020
Bertrand Alfandari : “After launching the first ever ETF on the “low carbon” theme in 2008, we continued to expand our range by developing other ESG themes”
According to Bertrand Alfandari, Head of business development ETFs & INDEX FUNDS at BNP Paribas Asset Management, net inflows were very strong in Europe for ESG ETFs during the first nine months of 2020.

Opinion

IMG
Strategy, October 2011
Corporate America to hike dividends to meet baby boomer demand
Mounting US demand for retirement income is forcing corporate America to adopt a dividend-driven payout policy likely to benefit yield-seeking investors for years to come, according to Peter Vanderlee, Managing Director at ClearBridge Advisors, a subsidiary of Legg (...)
IMG
Opinion, October 2011
Big thoughts on little loans through mezzanine tranche of microfinance CLO structure
Not all microfinance creates positive social benefit, so a robust research process is critical to ensure that benefits will be achieved. The social responsibility of the lending process is an essential check in reducing financial risk and delivering more sustainable (...)
IMG
Opinion, October 2011
European equities: Think big!
The current trend on european small cap will continue, reversing a period of almost ten years in which small caps performed better than large caps. In the period ahead investors should think big, focussing on large companies with fat balance sheets and generous (...)
IMG
Strategy, August 2011
Nordic Sovereign bonds, the last safe investment in Europe?
The yield of the Swedish 10 year notes fell to a new historical low. A move which indicates that Sweden is viewed by Investors as a new hedge…
IMG
Strategy, August 2011
Buying European equities or how to catch a falling knife
European Equities have already been cheap for a while, so why should we buy now?
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