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Interview
Interview ,
April 2022
Simon Thorp : « In the Aperture Credit Opportunities fund, we use fundamental analysis as well as quantitative tools »
According to Simon Thorp, Fund Manager of the Aperture Investors SICAV - Credit Opportunities Fund (ACOF), a more inflationary environment has a direct impact on the valuation of its long positions. In such a context, he aims to reduce the duration of our (...)
Interview ,
February 2022
Bertrand Desportes, Mazars Partner: “Impact finance is based on the pillars of intentionality, additionality and impact measurement”
According to Bertrand Desportes, Partner at Mazars, the issues surrounding impact as well as the notion of positive impact measurement quite clearly differentiate impact finance from other sustainable finance practices.
Interview ,
November 2021
Xavier Morin: "In 2021, we are seeing a real resurgence of interest in our strategies that are weakly correlated to the equity market"
According to Xavier Morin, co-CIO and in charge of the Event Driven Equity division at Syquant Capital, dividend arbitrage is deployed in the 4 Helium equity funds. The aim of this strategy is to capture discounts on Future Dividendes SX5E while limiting market (...)
Interview ,
September 2021
Gilles Cutaya: "All of our equity funds and 96% of our open-ended funds integrate the extra-financial criteria under Europe’s Sustainable Finance Disclosure Regulation (SFDR)"
CPR AM Deputy CEO Gilles Cutaya shares his convictions about a strategic choice that is ideally suited to meet the major challenges of our era.
Interview ,
April 2021
Olivier Thébault and Mia Dassas : "Investing in a SPAC is risky"
Olivier Thébault, partner at Allen & Overy and Mia Dassas, counsel at Allen & Overy, explains how PSPCs work, their advantages and disadvantages and the strong attraction of investors for this type of vehicle (...)
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Opinion
Opinion,
July 2017
China-US détente eases investor fears
The meeting between President Trump and President Xi in April removes a cloud hanging over the equity market. This comes at a time when fears over debt levels have been well discounted, while growth appears to have stabilised nicely at a relatively high level. Furthermore, (...)
Opinion,
July 2017
Reasons to embrace risk
According to Richard Turnill, BlackRock’s Global Chief Investment Strategist, if we look at the earnings yield of U.S. equities — the implied yield in earnings estimates that makes potential returns comparable to bond yields. U.S. equities look expensive on this basis. But (...)
Opinion,
July 2017
The long unwinding road of quantitative easing
According to Mark Burgess, CIO EMEA and Global Head of Equities, Columbia Threadneedle Investments, an unwinding of QE could cause increased volatility in the markets and a fight for remaining liquidity, as the supply of government bonds starts to (...)
Opinion,
July 2017
UK earnings forecasts unchanged despite headwinds
Developments in the UK have led us to renew our focus on the region in recent weeks, amidst the start of Brexit negotiations and the general election. We have not made any changes to our neutral position on UK equities and UK rates, or our negative view on (...)
Opinion,
June 2017
Fidelity Fixed Income Monthly: US Duration offers welcome protection
As June’s Federal Open Market Committee (FOMC) meeting approaches in the US, Andrea Iannelli, Fixed Income Investment Director at Fidelity International, outlines why US duration offers welcome protection for investors.
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Equities head for choppy ride as higher yield market takes hold