Fréderic Lejoint

Andrea Carzana, Columbia Threadneedle
Investing
September 20, 2021

Columbia Threadneedle: Europe has sustainability edge

Andrea Carzana of Columbia Threadneedle has said the firm believes that it is now necessary to be…
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Keith Ney, Carmignac
Asset Allocation
September 17, 2021

Carmignac: growth companies still making a difference

Keith Ney of Carmignac has said stock markets are still in a favourable climate. China remains an…
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Frédéric Rollin, Pictet Asset Management
Asset Managers
August 4, 2021

Pictet AM: A return to equity neutrality

“There is a lot of uncertainty around inflation and monetary policy in the United States. This…
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Robbie Miles
Asset Managers
July 30, 2021

Sustainable agriculture a genuine long-term theme

Allianz Global Investors can now offer an extensive thematic range, which was recently completed…
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Haiyan Li-Labbé, Carmignac
Asset Managers
July 16, 2021

Carmignac focuses on China

Paris-based fund manager launches new fund to invest in the structural trends of the new China. The…
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Franck Dixmier, Global CIO Fixed Income, Allianz Global Investors
Asset Managers
June 25, 2021

Allianz GI: Fed to start tapering in early 2022

Allianz Global Investors’ specialists still consider high yield bonds and equities attractive…
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Climate lawsuit against BNP Paribas seen as first of many
April 21, 2021

BNP Paribas AM rebrands fund to 'Inclusive Growth'

BNP Paribas Asset Management has rebranded its Human Development Fund to the BNP Paribas Inclusive…
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April 6, 2021

'We continue to prefer quality growth stocks in the US'

As the head of the BL - Equities America fund, Luc Bauler emphasises the importance of favouring…
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Asset Allocation
February 16, 2021

‘EM equities more attractive than ever before’

Carmignac says all lights are green for an investment in emerging markets. The weakening dollar and…
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Asset Managers
January 13, 2021

Pictet-Human to capture consumer trends and subscription economy

Pictet-Human wants to invest in private services in the fields of education, leisure and healthcare…
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August 24, 2020

Focus on healthcare keeps demographics strategies afloat

Despite a global pandemic that has mainly affected the older and more fragile parts of the…
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Asset Allocation
May 9, 2020

'Balance sheets make the difference during market recovery'

Romain Boscher of Fidelity expects a sharp divergence in stock market performance during the…
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Asset Allocation
May 1, 2020

Too early to increase risk for Jupiter's Bezalel

With a balanced performance since the beginning of 2020, Jupiter Dynamic Bond has confirmed its…
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