Partners

Interview

IMG
Interview , March 10
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’’
Jean-Francis Dusch, CIO of Bridge (Benjamin de Rothschild Infrastructure Debt Generation) and managing director of Edmond de Rothschild AM UK group wants to take into account ESG factors in the management of investment (...)
IMG
Interview , April 2023
Emmanuel Brutin : “We have chosen to move towards a 100% ESG allocation”
Emmanuel Brutin, Head of Insured Portfolio Management at CNP Assurances, indicates that over the course of 2022, the insurer has repositioned itself on bond products in order to benefit from the upward trend in interest (...)
IMG
Interview , July 2022
Tammie Tang and Simon Bond : “Investors in the fund are those interested in enabling positive social outcomes”
Interview with Tammie Tang, portfolio manager of the Threadneedle (Lux) European Social Bond and Simon Bond, director, responsible investment at Columbia Threadneedle Investments about the social bond market and their fund dedicated to this investment (...)
IMG
Interview , May 2022
Carole Zacchéo : “The war will strengthen the interest of investors and savers for the ESG theme”
According to Carole Zacchéo, CIO at Maif group, the french mutual insurance, an investor committed to an ambitious climate strategy, investments in favor of energy transition will increase, both in terms of energy efficiency and renewable energy (...)
IMG
Interview , April 2022
Sabine Castellan Poquet : “To respect the ’Paris Agreements’, we will have to achieve carbon neutrality of our portfolios by 2050 at the latest”
According to Sabine Castellan Poquet, Investment Director Macif - Aema group, interest rise increase, a consequence of this resurgence of inflation, is rather positive for life insurers who are structural bond (...)

Opinion

IMG
Opinion, June 2018
Back to inflation: The inflation theme enjoys a more favourable momentum in the euro zone
The first estimates of May’s figures show very clearly that overall inflation has accelerated after several months of stability, proof that the ECB’s accommodating policy is being efficient. The analysis of Thomas Page-Lecuyer, Senior investment specialist at CPR (...)
IMG
Opinion, June 2018
Political uncertainty weighs on Italy
Italy’s struggle to form a government and the threat of a new election have caused bond spreads to widen, signaling market concerns. Despite Italian bonds recovering, volatility is running high and investors need to ask whether there will be a contagion impact across Europe (...)
IMG
Opinion, May 2018
Anatomy of a dollar rally
In the era of Central Bank policy influence, we have become used to large shifts in the performance and trends of different currencies across time. For the better part of the past two years, the currency headlines have been dominated by a weakening US (...)
IMG
Opinion, May 2018
Italian populist parties close to a deal
Last week, equity markets kept moving higher, while the US yield curve continued to flatten. The 2-10 and 10-30 differentials reached the lowest level since August 2007. President Trump’s decision to withdraw from the Iran’s nuclear deal pushed oil prices at the highest level (...)
IMG
Opinion, May 2018
Pakistan: Balancing risks and rewards
For most investors, Pakistan is largely defined as being highly volatile, be it in terms of security, politics or the economy. And in many ways, it is. However, Charles Sunnucks, Assistant Fund Manager, Emerging Markets, argues there is increasing evidence of positive (...)
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