Latest insights

Emmanuel Terraz, Global Head of Absolute Return & Quantitative Equity - Head of Equity Market Neutral, the lead manager of long/short equity strategies(1), explains to what extent these can offer a consistent performance and a decorrelation to your equity investments within a diversifed portfolio.

Geoffroy Goenen, Head of Funda mental European Equity, and Pierre Longueville , Head of Derivatives, explain how their team takes a very dif ferent approach, investing in a portfolio of high quality stocks based on rigorous fundamental analysis and then applying two different techniques to minimise its volatility – and maximise its risk adjusted return.

Rudi Van Den Eynde, Head of Thematic Global Equity at Candriam, answers investors’ questions about a sector where depth of specialist knowledge is a prerequisite to consistent stock selection success.

We need innovative methodologies to apply the ESG (Environmental, Social & Governance) approach to emerging markets, as Wim Van Hyfte, Ph.D., Global Head of Responsible Investments and Research, Paulo Salazar, Head of Emerging Markets Equities, and Lamine Saidi, Senior Fund Manager, explain.

The High Yield corporate bond segment is an asset class in its own right that offers many opportunities. Thomas Joret, Senior High Yield Fund Manager, Jean-Claude Tamvakis, Senior Fund Manager, Senior Credit Analyst High Yield, and Nicolas Jullien, CFA, Head of High Yield & Credit Arbitrage, explain how their approach seeks to optimise the potential of credit markets to generate performance.

For the portfolio management team in charge of the Global High Yield strategy, made up of Philippe Noyard, Global Head of Credit, Nicolas Jullien, CFA, Head of High Yield & Credit Arbitrage and Thomas Joret, Senior High Yield Fund Manager, combining their 20 years’ expertise in High-Yield bond investment with ESG (Environmental, Social & Governance) analysis, represented by Vincent Compiègne, Deputy Global Head of ESG Investments & Research, has the potential to outperform signifi cantly over the long term.

Emmanuel Terraz, Global Head of Absolute Return & Quantitative Equity, explains to us how the explosion of the index management market can create investment opportunities for managers who can take advantage of of temporary market ineffciencies.

Innovation is the best corporate strategy for creating a sustainable competitive advantage and for driving future growth and proftability. Geoffroy Goenen, , Head of Fundamental European Equity, and Antoine Hamoir, , CFA Senior Fund Manager, believe that successful innovators have the ability to lead their industry, outclass the competi tion and exceed fnancial expectation