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The investment landscape is evolving against a backdrop of rising economic uncertainties and a cautious market environment, further complicated by geopolitical tensions and upcoming elections.
  • Research Paper, ESG, SRI, Fixed Income, Dany da Fonseca, Vincent Compiègne, Patrick Zeenni

    Beyond the Green Bond

    Based on our long-standing views of the financial benefits of sustainability, we integrate some level of ESG (Environmental, Social, and Governance) factor analysis across all our investment processes, and particularly for our sustainable investment strategies.
  • Asset Allocation, Nadège Dufossé

    Is summer volatility inevitable?

    The MSCI World (developed countries index) hit an all-time high in mid-July, following an almost uninterrupted 33% rise since its low point at the end of October 2023. Only a correction of around 5% in April 2024 enabled some reactive investors to jump on the bandwagon if they hadn't done so since the last quarter of last year.
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Research Paper, Climate Action, ESG, SRI, Alix Chosson

Net Zero Progress Report

We promised you transparency. For a comprehensive discussion of our efforts and results, see our [annual] Net Zero Progress Report 2024. We frequently say that it is not just the carbon target, but the path to that target which affects the damage along the way. In this spirit, we share with you along the way our milestones for the four pillars of our Net Zero strategy.
Research Paper, ESG, SRI, Fixed Income, Dany da Fonseca, Vincent Compiègne, Patrick Zeenni

Beyond the Green Bond

Based on our long-standing views of the financial benefits of sustainability, we integrate some level of ESG (Environmental, Social, and Governance) factor analysis across all our investment processes, and particularly for our sustainable investment strategies.
Astrid Pierard, Alix Chosson, ESG, SRI, Research Paper, Equities, Water

Water risks: How to build water-conscious investment strategies?

In a world grappling with escalating water issues, prioritizing water as a strategic business imperative has never been more critical. The operational and financial impacts of water-related risks have started materializing. Our conviction is that companies must consider and manage water as the long-term strategic and operational risk it can represent.
Research Paper, Fixed Income, Pierre Boyer

The ECB: From Crisis Fighter to Liquidity Maestro?

The European Central Bank (ECB) has undergone a significant transformation, evolving from a passive observer to a proactive guardian of financial stability in the eurozone. As the ECB normalises its monetary policy after a period of unconventional measures, a key challenge has emerged: managing excess liquidity. This paper explores the ECB's evolving role in addressing this challenge.
Bastien Dublanc, Astrid Pierard, Jessica Carlier, ESG, SRI, Equities, Research Paper, Water

PFAS: Genius gone wrong

PFAS have been widely used for decades due to their unique properties in various domestic and industrial applications. They are resistant to water and virtually indestructible. They are also seen as the poison of the century. Where do we stand in terms of regulation? What are the PFAS-related risks? Where are the opportunities?
Charudatta Shende, Nicolas Jullien, Fixed Income, Research Paper

The Big Shrink – How to navigate High Yield markets?

High yield markets are shrinking. Do you know that they have contracted by 25% over the past two years? The ICE BofA BB-B Global High Yield Index has lost $654 million in value. In the meanwhile, investor demand for credit and high yield has rebounded at the end of last year.

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