Asset Managers

Brice Prunas, manager of the ODDO BHF Artificial Intelligence, makes no secret of his enthusiasm for artificial intelligence as it quietly breaks through in all corners of the market. He not only invests in it but also uses AI to manage his fund. 

NN Investment Partners remains committed to serving its fiduciary clients in the best possible way, while continuing to do so with a local office and with people who know the local market as well as the laws and regulations. Satish Bapat, NN IP’s CEO, explained this in response to questions about the impact of the Goldman Sachs’ takeover on its customers, such as pension funds.

Pimco is not too worried about the economic slowdown and rising inflation, as these are largely related to a temporary disruption. Opportunities in the credit and bond markets have become scarcer and finding them requires a lot of effort.

This is what emerges from an interview with Eve Tournier, Head of European Credit Portfolio Management at Pimco and manager of the GIS Euro Credit Fund, among others.

As governments and central banks wind down their support programmes, more corporate defaults and restructurings will follow. For distressed debt investors, a particularly attractive return of 15 per cent per annum is in store.

The question is whether the illiquidity of private markets is still an issue if the market becomes more volatile again. Especially when you realise that liquid markets can also become illiquid.

The asset allocation of an insurer is different from that of a traditional asset manager or private bank. On the one hand, there are the provisions imposed by the regulator and, on the other, the long-term obligations. Low yields on government bonds are also a challenge for AG Insurance, explained Olivier Colsoul (pictured), Senior Strategist at AG Insurance. This is countered by strategically increasing the equity weighting and adding alternative asset classes, he explained.

Chahine Capital’s macroeconomic analysis shows that European equities and value are now the most attractive in this cycle. The European risk premium is particularly high. Italian equities have strong rationing potential.

This emerged from an interview with Julien Bernier (chief investment officer) (photo) of Chahine Capital. Among other things, the Luxembourg-based manager will use macroeconomic analysis to define four distinctive pillars, namely economic momentum, monetary policy, valuation and a behavioural component. 

It is very difficult to apply ESG criteria consistently to purely passive investments. Active investments lend themselves much better to this. It is easier to apply an integration approach that goes beyond exclusions in active management. In the end, it is all about the client’s profile, which has to match the risk/reward profile of a fund or strategy and the client’s sustainability preferences. 

Investment Officer Belgium, Investment Officer Luxembourg’s sister publication, greeted the 3,000th registered reader on its platform last month. This means that a substantial part of the target audience of investment professionals, asset managers, private bankers and insurance agents in Belgium is now being reached.

Sustainable funds have grown significantly in the past few years, according to a new study. Sustainable funds’ net assets have increased by as much as 450% since 2018, rising sharply as a share of total fund assets.

Net new money invested in such funds was positive Europe-wide, up 50% in June 2021, reflecting 510% increase of net new money into sustainable funds over the 2018 level.