Partners

Interview

IMG
Interview , October 2017
Fiona Reynolds : « The idea that sustainability equated to diminished returns has been steadily eroded with numerous studies »
Fiona Reynolds, Managing Director of the PRI (United Nations) gives us her point of view on SRI in the investment world. According to the idea that sustainability equated to diminished returns has been steadily eroded with numerous (...)
IMG
Interview , September 2017
Julien Bras : « We have about one hundred securities, with 89 % of our assets invested in green bonds »
According to Julien Bras, co-fund manager of the Allianz Green Bond fund, the strategy invests primarily in green bonds issued by companies, government agencies and supranational entities...
IMG
Interview , July 2017
RARE Infrastructure’s View on Trump’s infrastructure plan
According to Richard Elmslie, Co-Chief?Executive?Officer, Co-Chief Investment Officer and Portfolio Manager, Trump’s administration needs to establish a framework that needs to be robust enough to provide the private equity and debt sufficient comfort that, over the life of (...)
IMG
Strategy, July 2017
Anne Le Borgne : “Our international equity thematic fund, Amundi Funds CPR Global Lifestyles aims to tap into the boom in multi-generational well-being.”
Well-being and self-actualisation are structural societal trends whose growth potential CPR AM, a well-regarded thematic manager, wants to tap into.
IMG
Interview , July 2017
Aude Lerivrain : « Can we invest in the chinese banking sector without worries? »
According to Aude Lerivrain, Head of Credit Research at CPR AM, we are seeing in the Chinese banking system many of the early warning signs of the major banking crises of recent years (in the US, Ireland and Spain)...

Opinion

IMG
Opinion, September 2021
We are maintaining a short exposure to US bonds
CPR AM managers continue to think that the US bond market should correct on the triple effect of the slowdown in future asset purchases, more lasting inflationary pressures than initially expected and the resumption of treasury bill issuance to finance the stimulus plans (...)
IMG
Opinion, September 2021
Increase in inequalities and accommodative monetary policies : what causes what ?
While the idea that accommodative monetary policies imply an increase in inequalities, a research paper presented at the Jackson Hole central bankers conference reverses the causality and tends to suggest that it is the rise in inequalities that causes the decline in (...)
IMG
Opinion, July 2021
Asset-quality Quarterly: brighter prospects for European banks
Credit conditions for European banks are normalising and prospects for the second half of the year look bright. A return to pre-crisis operating income with higher loss absorption buffers accumulated during the crisis will facilitate management of (...)
IMG
Strategy, May 2021
Impact investing: Think long term, act now
ESG compliance or financial performance? While this may have been a choice in the past, today the point is obsolete. By recognizing the impact of our investments, we have taken an important step forward as we seek to reconcile responsibility and returns, and strike a balance (...)
IMG
Opinion, May 2021
Covid-19 index: when might life return to ‘normal’?
As one of the world’s largest economies the US is a key focus for investors. With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track, as well as other measures of “normality” (...)
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