Jean-Philippe Médecin : « The CNP’s subordinated green bond issue was a great success »
CNP Assurances has successfully launched its first subordinated green bond issuance. Jean-Philippe Médecin, the director of the prop trading and financing department at CNP Assurances, gave us more details.
Simon Bond : “Our European Social Bond Fund is carefully managed with a mix of maturities to offer daily liquidity”
According to Simon Bond, Threadneedle (Lux) European Social Bond Fund manager, the fund aims to balance three key elements: clear social impact, daily liquidity and financial return with a similar risk/return profile as a regular investment grade (...)
Pascal Koenig : « We believe that these concentration movements should continue, including among the leading players »
According to Pascal Koenig, Partner at Deloitte, Head of asset management, the operations of M&A, search for new shareholders, team transfers have multiplied in France in recent months. He believes that these concentration movements should continue, including among the (...)
Pierre Valentin ; “We have placed SRI at the heart of our investment philosophy”
According to Pierre Valentin, chairman of Ecofi Investissements, except for wealth management Ecofi’s entire range of open funds is 100 % SRI this year, whether it for equity, bond, money market or multi-asset funds.
Global warming has been an issue for many years now. It is often regarded as a long-term challenge. That is certainly true, except that the “long term” is now close at hand, and climate change’s economic impact can already be measured in several major (...)
‘Smart beta’ sounds like an oxymoron. How smart can it be to continue using the same strategy in such fickle markets? A portfolio manager calling on all his skills (‘alpha’) in analysing market environments (the source of ‘beta’) should be able to outperform an unchanged (...)
All famous investors from Benjamin Graham to Warren Buffet have, first and foremost, been fervent advocates of value investing. Value can be assessed in very diverse ways and value investing can also suffer from some drawbacks. Here are a few pointers for understanding value (...)
Equities and bonds strengthened worldwide, but the dollar weakened because of the Fed’s more dovish tone on future rate rises. Whilst now at 1%, there is the suggestion another two rate rises will happen in 2017, this is still below some of the market’s more fearful (...)
As shown by the correlation between the risk premium and productivity trend growth, the current 5.9% risk premium anticipates a return to productivity gains at 3%, which is the level we saw during the dot com boom at the end of the (...)
Populists disappointed as markets welcome Dutch election outcome
According to Lukas Daalder, CIO Robeco Investment Solutions & Léon Cornelissen, Chief Economist at RobecoHaving said that, we should not overstate the impact: the rate hike that the US Federal Reserve administered yesterday has been the more dominant factor in financial (...)