Caroline Le Meaux Lambert : « We are looking for strategies able to benefit from upward equity trends while limiting volatility »
Caroline Le Meaux Lambert, head of delegated asset management at Caisse des Dépôts for the French public pension fund Ircantec, tells us a little more about the Smart Beta concept.
Pierre Richert : « It is important to enhance transparency, performance attribution and especially regulation for quant funds »
Pierre Richert, Agrica CFO – mutual company dedicated to the agriculture sector – still does not invest in quant funds. He considers necessary to enhance transparency, performance attribution and especially regulation for this kind of (...)
Donald A. Steinbrugge : « A new CTA fund must have a strong differential advantage to have any chance of competing in the institutional market place. »
Donald A. Steinbrugge, managing partner at Agecroft Partners – US third party marketing firm specialized in hedge funds - gave us information regarding demand from institutional investors for CTAs
Olivier Pleasant : "With Ecofi Enjeux Futurs, we want to invest in growth over the next decades"
According to Ecofi Investments "Meeting the actual needs without compromising the ability of future generations to meet their own needs" is the challenge of sustainable development, and the philosophy that we wanted to use when we set up this (...)
Malik Haddouk : « In fixed income we are focusing in the short term on exposure to long maturities »
In fixed income, Malik Haddouk, Head of Balanced Management at CPR Asset Management and his team are focusing in the short term on exposure to long maturities (> 10 years), which are likely to get a boost from quantitative easing and weak (...)
CPR Asset Management has introduced optional hedges in its portfolios and has started to marginally reduce its net exposure to equities. The management company nevertheless retains a bias favorable to the value segment, the potential of which remains significant in its (...)
Investing in Tech Giants with Evolve ETFs’ FANGMA ETF tracking Solactive Index
Recently, the FANG-gang admitted two new members, Microsoft and Apple, in their prestigious club, effectively forming FANGMA. Evolve ETFs, one of Canada’s fastest-growing ETF providers, now released a new ETF including these six FANGMA (...)
A strong manufacturing base and changing attitudes toward shareholder value could mean the world’s capital heads to Japan, even if the world’s sports fans cannot. The analysis of Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Neuberger (...)
What does the appointment of the fourth central bank governor in less than two years mean for investors in Turkey? As have we have seen in the press, and to everyone’s surprise, last week the Turkish government replaced central bank chairman Naci Agbal, just four and a half (...)
World GDP Forecasts Revised Up After US Fiscal Stimulus Package
Global growth prospects are improving as fiscal support is stepped up sharply, economies adapt to social distancing and vaccination rollout gathers momentum, says Fitch Ratings in its latest Global Economic Outlook (GEO) released (...)