Christophe Cattoir : “For our equity fund - weighing 10% of our assets - the trackers represent approximately 25% of our allocation”
Christophe Cattoir, head of asset management at M comme Mutuelle chooses firstly trackers with high quality of index replication. Secondly, he makes sure to choose top ETF providers because these products carry a counterparty (...)
Pieter Entius : « Eurex Market-on-Close (MOC) delivers a listed solution for basis trading »
Higher efficiency and less risk - Eurex Market-on-Close Futures are designed to deliver multiple benefits to a market that has so far been dominated by OTC trading. Pieter Entius, Head of Trading at Flow Traders, shares his insights what are the key drivers and benefits from (...)
Estelle Ménard : "The cycle of mergers and acquisitions is far from over"
Estelle Ménard, Deputy Head of Thematic Equities Management and Fund Manager of the fund CPR Invest–Europe Special Situations at CPR AM believes that an environment of long-term moderate growth is a strong driver for boosting both economic and financial restructuring (...)
Philippe Goubeault : « More than twenty percent of our total reserves are managed through a process based on non-financial criteria »
According to Philippe Goubeault, CFO of Agirc-Arrco, Responsible finance has become an essential part of its investment policy. As a result, all their request for proposals now include an SRI part.
Roberto Cominotto, Investment Director for energy equities at GAM, is convinced that a sustainable turning point in the oil market is within reach, thanks to the decline in US production.
The governor of the Bank of Japan (BoJ), Haruhiko Kuroda, was given a clear mandate by the Prime Minister in 2013, to end the deflationary pressure which had been weighing on the country since 1998. In order to do so, the governor implemented an ultra-aggressive monetary (...)
?Glen Finegan, Head of Emerging Market Equities, provides a detailed update on the Henderson Emerging Markets Strategy, covering recent market drivers, performance and activity, and his outlook for the asset class.
With the market already down more than 20% (the Russell 2000 lost -25.7% from its high on June 23 2015 to February 11 2016), research by Royce reveals that in eight of the nine previous bear markets within the Russell 2000, the market was up on average 17.3% over the (...)
In a volatile central bank driven environment, dividends are the more stable factor to offer guidance
According to Patrick Moonen, Principal Strategist Multi Asset at NN IP, there looks to be a trade-off between the yield and the safety of it. For example, the global energy sector has a trailing dividend yield above 4% but the safety of this dividend is (...)