Trends

Trend

Portfolio diversification: "back to basics"

Investors and asset management companies discussed the theme of diversification at the Asset Management Summer University in...

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4 September 2023
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Trend

New study reveals low investor interest in ESG

The relative importance of sustainable criteria for individual investors can be seen regardless of the age of the...

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August 31, 2023
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Trend

Private equity for individuals: a driving force behind the consolidation of the management business

The democratization of private equity is set to accelerate with the implementation of the new Eltif label. This development could accelerate the...

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August 28, 2023
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Private equity funds have long valued the wealth management sector for its stable client base and ability to generate recurring, visible cash flows.
Trend

"The current crisis is more general than previous ones"

The latest study by Altares and statistics from the Banque de France show a definite increase in insolvencies....

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August 23, 2023
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Bertrand Biette (Jeantet): "Investment funds, are themselves encountering difficulties in refinancing."
Strategy / Trend

"The most surprising thing is the rise in real rates"

Senior strategist at La Française AM, François Rimeu analyzes the unexpected scale of the rise in long rates over the summer. A...

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August 22, 2023
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François Rimeu (La Française AM): "All this is leading central bankers to ask whether the R* should be raised".
Regulation / Trend

"5 % of Section 9 funds comply with regulations"

Despite the spate of Section 8 downgrades, only 36 "dark green" funds out of a sample of 652 have...

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August 7, 2023
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Hortense Bioy (Morningstar): "In fact, there is nothing comparable between Article 9 funds.