ESG, Climate Action
COP28: final countdown on climate ambitions
As the COP28 kicks off at the end of the month in Dubai, we are paying close attention to this highly anticipated event, albeit mixed expectations.
Latest insights
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ESG, OncologyAdvances in Healthcare and Oncology: A Pink October Perspective
In this month of pink October, we found important to take a look of the situation of breast cancer as well as advances and breakthroughs in research, and the financial environment for healthcare and oncology investment . -
Money Market, Fixed Income, Pierre BoyerMoney Matters Again
Remember money market strategies? They’re back! Once the latest rate hike is incorporated, money market strategies can offer yields above 4%! A record path and close to a record return in money market strategies since 2001. Money market strategies have regained their popularity as central banks have hiked rates in their fight against inflation.
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CTA
Outlook 2023, Johann Mauchand, Steeve Brument, CTA
CTA's: "Ride of the Valkyries"
Hard landing or soft? From Draghi’s ‘’Whatever it takes” to Powell’s “Whatever it costs”, we know the markets are ready for exciting times. CTAs aim to face the next swing, whether it be hard landing or soft.
CTA, Absolute Return, Asset Allocation, Johann Mauchand, Research Paper, Steeve Brument
Smile! CTA convexity is not lost…
If the smile measures how the portfolio value reacts to changes in the underlying markets, then maybe we should measure the smiles – and this is what our investment team has been doing.
Asset Allocation, Steeve Brument, Johann Mauchand, CTA, Absolute Return, Research Paper
Going with the trend
Discover what CTAs can do in this age of low interest rates… And how they do it