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Fixed Income Forex Currencies

Fixed Income Forex Currencies

28.07.2017 - Monthly Investment Letters

Fixed Income Letter - Bank balance sheets: for high quality, the tide has turned

In our February commentary, “Of bank balance sheets, private and public,” we discussed the forthcoming shrinkage in the Federal Reserve’s balance sheet and wondered whether constraints on private sector balance sheets might be loosened in the near future as well.

Eric BRARD, Laurent CROSNIER, Marie-Anne ALLIER, Shinichiro ARIE CFA, Patrick GUIVARCH, Philip CHOW, Daniel C. DEKTAR, Dan ADLER

Equity Letter 201707_couv

Equity Letter 201707_couv

28.07.2017 - Monthly Investment Letters

Equity Letter - Size matters

The recovery story in Europe offers a great opportunity to buy small and mid caps. Our focus this month is on Financial Innovation in Convertible Bonds.Over the years, the convertible bond market has seen several financial innovations, some temporary and some sustainable. The most recent innovation is the non-dilutive convertible bond.

Romain BOSCHER, Diego FRANZIN, Nicholas MELHUISH, Patrice LEMONNIER, Yasunori IWANAGA, Alexandre DRABOWICZ, Sudeshna ANDRE

Balanced Asset Allocation Graph

Balanced Asset Allocation Graph

28.07.2017 - Monthly Investment Letters

Asset Allocation Letter - Investors faced with the dilemma of rising markets and marginally higher risks

Regional growth drivers have diversified. The macroeconomic outlook has improved substantially over the last 12 months, largely due to the correction of several imbalances.

Laurent TIGNARD, Frédéric PASCAL, Eric TAZE-BERNARD, Marc-Ali BEN ABDALLAH, Florian NETO, Dan LEVY, Leslie DEBOUT, Jean-Thomas HEISSAT

Equity-Letter-201706_couv

Equity-Letter-201706_couv

15.06.2017 - Monthly Investment Letters

Equity Letter - Europe fights back

As we saw in Japan a few years ago, all the stars are aligning in Europe.

Romain BOSCHER, Nicholas MELHUISH, Patrice LEMONNIER, Yasunori IWANAGA, Alexandre DRABOWICZ, Sudeshna ANDRE

Fixed Income Forex Currencies

Fixed Income Forex Currencies

15.06.2017 - Monthly Investment Letters

Fixed Income Letter - Attacking the balance sheet

Across the globe, developed market central bank balance sheets have been expanding since the Global Financial Crisis.

Eric BRARD, Laurent CROSNIER, Marie-Anne ALLIER, Shinichiro ARIE CFA, Patrick GUIVARCH, Philip CHOW, Daniel C. DEKTAR, Dan ADLER

Balanced Asset Allocation Graph

Balanced Asset Allocation Graph

15.06.2017 - Monthly Investment Letters

Asset Allocation Letter - Low volatility does not mean lack of risk

Since the beginning of the year the resilience of global equity markets has been impressive.

Laurent TIGNARD, Frédéric PASCAL, Eric TAZE-BERNARD, Marc-Ali BEN ABDALLAH, Florian NETO, Dan LEVY, Leslie DEBOUT, Jean-Thomas HEISSAT

Balanced Asset Allocation Graph

Balanced Asset Allocation Graph

17.05.2017 - Monthly Investment Letters

Asset Allocation Letter - Back to fundamentals

Euroscepticism is waning. Europe was the central focus of the French presidential election. Emmanuel Macron’s victory has laid to rest the spectre of significant destabilisation in the Eurozone.

Laurent TIGNARD, Frédéric PASCAL, Eric TAZE-BERNARD, Marc-Ali BEN ABDALLAH, Florian NETO, Dan LEVY, Bénédicte GUILLEMOT, Leslie DEBOUT

Equity Letter 201705_couv

Equity Letter 201705_couv

17.05.2017 - Monthly Investment Letters

Equity Letter - The earnings after tax story

In the past EPS numbers had been boosted through share buybacks and a fall in the cost of debt. They should now be supported by lower corporate tax rates.

Romain BOSCHER, Nicholas MELHUISH, Patrice LEMONNIER, Yasunori IWANAGA, Alexandre DRABOWICZ, Sudeshna ANDRE

Fixed Income Forex Currencies

Fixed Income Forex Currencies

17.05.2017 - Monthly Investment Letters

Fixed Income Letter - Macroeconomics matters!

Post French Presidential elections, which represented the main political risk for the Euro Zone this year, markets should refocus on fundamentals.

Eric BRARD, Laurent CROSNIER, Marie-Anne ALLIER, Shinichiro ARIE CFA, Patrick GUIVARCH, Philip CHOW, Daniel C. DEKTAR, Dan ADLER

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