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Interview

Interview , April 2010

Nicolas Gomart : «It is inaccurate to say that the alternative investments industry has not been able to provide expected non-correlation»

Nicolas Gomart, deputy CEO of OFI-AM, in charge of alternative management, answers our questions about the hedge fund industry....

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Interview , February 2010

Olivier Combastet: « The purchase of farmlands is a good investment! »

Since 2006, Pergam Finances has invested in farmlands located in Argentina and Uruguay. For first in investors, the latent gain is above 40%...

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Interview , January 2010

Jean-Sébastien Debusschere : « The philosophy of the fund is to purchase and operate the forests around the world. »

Jean-Sebastien Debusschere, CIO of Fourwinds Capital Management explains the strategy of its fund focused on an original approach: forest investment.

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Interview , January 2010

Loïc Fery : « We are focussing our field of operation to the crossover debt»

His flagship, The Chenavari Multi-Strategy Credit Fund, posted 16 consecutive months of positive performances since its creation in 2007...

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Opinion

Strategy, February 2018

Back to normality

We remain constructive for equities, due to the synchronized global recovery, which we expect to underpin strong earnings growth. Given that until recently, investor sentiment was near record highs, we think that some sort of correction was indeed (...)

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Opinion, February 2018

Vietnam & Cambodia - Asian frontiers on the front foot

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Opinion, February 2018

The current volatility episode should be temporary

We have been expecting a pick-up in market volatility as part of our global outlook for 2018. The current volatility episode should, however, be temporary as market participants take note of the gradual normalisation of inflation and monetary (...)

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Opinion, February 2018

Spread products perform well despite higher yields

The overall friendly environment on financial markets prevailed last week. While euro area macroeconomic data were on balance mixed, US data were slightly better than expected.

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Opinion, February 2018

Tailwind for European Stock-Pickers

Markets took a breather after weeks of appreciation. European stocks underperformed, caught in between the repricing in govies yield and a rising Euro. Japanese and EM stocks were resilient.

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