Gallery
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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,
February 2017
Riding a global earnings upswing
Upbeat global earnings are confirming that the benefits of reflation ? rising wages, growth and inflation ? are spreading beyond the U.S. We see room for more upside for corporate profits, especially in Europe and (...)
Opinion,
February 2017
Opportunities in Mexico despite Trump
I recently met with a number of companies in Mexico. Obviously it is a very topical time to be in that part of the world, given everything President Trump has said and done to shift the tone of the US’s relationship with its southern neighbour. I came away from the trip (...)
News,
February 2017
French Credits – En Garde!
According to BofA Merrill Lynch Global Research report Euro credit is currently 85% correlated by moves in OAT spreads now and French elections matter a lot for credit as there is Eur 410bn of French IG debt outstanding. So far French IG credits have widened 6bp since early (...)
Opinion,
February 2017
So long, bond bull market
According to Jim Cielinski, Global Head of Fixed Income, Columbia Threadneedle, Key drivers shaping bond markets have changed. Keeping a global perspective and knowing which macro signals to watch for can help you prepare for changes in bond (...)
Opinion,
February 2017
Upgrading European equities; downgrading EM debt
We are upgrading our view of European equities to overweight from neutral. We see European stocks as big beneficiaries of the broadening global reflationary environment and believe investors are too skeptical of the region’s (...)
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Equities head for choppy ride as higher yield market takes hold