Gallery
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Interview
Interview ,
December 2016
Michèle Lacroix : “SCOR has strengthened its teams to invest more heavily in bank loans”
According to Michèle Lacroix, Head of Group Investment Office at SCOR, for several years, equity exposure has been strongly reduced in the group investment portfolio in contrast to its bank loan exposure...
Interview ,
December 2016
Marie Lemarie : “We have halved our equity exposures between 2011 and 2016”
According to Marie Lemarie, director of investments at Groupama SA, the conjunction of solvency and low-rate environment has militated for a reduction of the equity risk. Groupama has halved its equity exposures between 2011 and (...)
Interview ,
December 2016
Jean-Philippe Médecin : “Solvency II did not lead to a significant decline in our equity exposures”
Jean-Philippe Médecin, funding and asset-liability management director within the CNP Assurances investment department and its team are increasingly integrating hedges to limit the effects of market drawdowns…
Interview ,
December 2016
Agnès Lossi : "We expect a lot of progress in terms of dynamic balance sheet management and capital steering including their volatility, which is probably the major challenge for institutions."
According to Agnès Lossi, Partner and Director at Indefi, market risk contribution to capital requirements is high. It represents almost 50 % of the capital needs.
Interview ,
November 2016
Patrick Delestra : "Investing in thematic equities makes sense only if we use a specialist fund manager"
According to Patrick Delestra, Head of Equity at Apicil group, a balanced portfolio must used several kinds of strategies namely Small caps which outperform over the long term, Value equities that are undervalued and Growth stocks which are expensive but offer (...)
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Opinion
Strategy,
May 2016
Financial markets in 2016: From the « 3D » to the « 3R », a shift in market paradigm – is it going to last?
Three forces collided at the turn of 2015-2016 to make markets extremely anxious. First, the Fed stuck to its promise to start a tightening cycle in 2015, with an in extremis hike in December 2015. The accompanying “dot plot” priced in four more hikes for (...)
Opinion,
May 2016
ECB escalates war on cash with death of €500 Note
The impending death of the €500 note has huge implications on the conduct and shape of future monetary policy. We believe the upcoming decision to stop printing the bill goes beyond anti-money laundering, which is commonly cited as the (...)
Opinion,
May 2016
Jobs growth eases and wages pick up
According to Keith Wade, Economist at Schroders, at first glance this would seem to be a soft report; however, other elements were more robust. For example, average hourly earnings growth ticked up to 2.5% year-on-year and the average work week increased by 0.4% (...)
Opinion,
April 2016
Bank of Japan surprises markets with inaction
According to Nathan Gibbs, Japanese Equities portfolio manager at Schroders, regardless of the actual level of interest rates or details of policy, the main issue around today’s Bank of Japan decision is one of (...)
Opinion,
April 2016
On the uncertain future for money market funds
In the face of the low money market interest rates, returns offered by investments in money markets products have been declining steadily. While money market fund managers managed to turn in slightly positive performances in 2015, this could prove more daunting in (...)
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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’’