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,
November 2011
US dollar now sole safe haven currency
The US dollar will increasingly benefit from the flight to quality as the appeal of other ‘safe haven’ currencies wanes, according to Jack McIntyre, portfolio manager at Brandywine Global, a subsidiary of Legg Mason.
Opinion,
November 2011
Europe: bonds or equities?
One of the most surprising characteristics of the current crisis is the fact that bond investors appear to discount more eurostress than equity investors. Is this justified?
Opinion,
November 2011
Overview of Quantitative Finance in France
A short review of quantitative finance in France under the lens of the Next Finance website: Profile of quants, origins and outlook of the industry.
Strategy,
October 2011
Two big macro themes the strategic investor should be looking at
The two big macro themes that investors should keep in mind are those of deleveraging and rebalancing. There has been a ream of insight written about fiscal sustainability over the past three years, but the most important question lies in whether there will be an offsetting (...)
Opinion,
October 2011
Stuck between Europe and China
For investors in emerging markets, the positive dynamics in China, on the one hand, and the malaise in Europe, on the other, are causing perplexity.
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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’’