Partners

Interview

IMG
Interview , August 2020
Matthieu Esposito: "We have not changed our strategic allocation with the health crisis"
According to Matthieu Esposito, Director of Investments & Treasury at La Mutuelle Générale, the investment team simply re-prioritized certain asset classes. With the markets falling, it has tactically sought to benefit from lower entry points on liquid (...)
IMG
Interview , July 2020
Thierry Dissaux : “Yes, we use Socially Responsible Investment (SRI) criteria”
According to Thierry Dissaux, Chairman of the French Deposit Insurance and Resolution Fund (FGDR), for its next call for equity offers, the FGDR should select an ETF equity index excluding companies with controversial governance and those with a significant share of their (...)
IMG
Interview , March 2020
Yann Duvaud-Schelnast : "Our entire portfolio - whether on listed or non-listed asset is subject to an ESG analysis / review"
According to Yann Duvaud-Schelnast, Head of Sustainable Investment, innovation and governance at Allianz France, the subject of carbon occupies a key place to date in the insurer’s ESG strategy.
IMG
Interview , February 2020
Joachim Fels & Nicolas Mai : « The Coronavirus outbreak poses some downside risk to the forecasts »
Joachim Fels, Managing Director, Global Economic Advisor at Pimco and member of the investment committee and Nicola Mai, Executive Vice President in the London office are cautious and selective in the current market (...)
IMG
Interview , December 2019
Bertrand Alfandari : « We have broadened our range mainly by adding equity and bond ETFs with an ESG approach »
BNP Paribas Asset Management and Bertrand Alfandari, Head of ETF Business Development want to continue to be one of the leading ESG ETF providers in Europe and believe that it is important to support its client expectations in this field, both in the equity and bond (...)

Opinion

IMG
Opinion, April 2018
US yields break 3% threshold for the first time in four years
Yields on10-year US Treasuries temporarily broke through 3% last week to the highest level since early 2014. We expect rising US wage and price pressures, a more assertive Fed and a higher fiscal deficit to help yields ultimately pass this threshold on a more persistent (...)
IMG
Opinion, April 2018
Debt, Tech and Trade Wars Cloud the Investment Horizon
Volatility is back with a bang this year after a period of extraordinary calm. During the first quarter of 2018, the S&P 500 Index rose or fell by at least 1% in 23 trading sessions, compared to eight such sessions in all of 2017. The renewed turbulence, triggered by a (...)
IMG
Opinion, April 2018
Growth/inflation mix in deteriorating mood
Last week, equity performance resulted mixed after major indices tested a technical support and after US put/call volatility spiked up, testifying a short term surge in risk aversion. The MSCI World index’s total return fell by 0.6% (S&P 500 -1.4%) but the EMU index (...)
IMG
Opinion, April 2018
Russia now - should investors be bold or sit on the sidelines?
People are drawing parallels with the Crimean annexation and sanctions put in place then - which heavily impacted the Russian market. But the macroeconomic Russian situation is very different today - it is much (...)
IMG
Video, April 2018
Inflation is back!
According to Valérie Quesada and Christophe Dehondt, Rate & Inflation Manager at CPR Asset Management, 2018 is the year of the return of inflation. It returns from the United States and will be transmitted to the Euro Zone. We should see 10-year inflation expectations at (...)
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