Fréderic Lejoint

La Financière de l’Echiquier’s climate impact fund has just celebrated its first anniversary. It is aimed at companies in all sectors that want to significantly reduce their emissions. The company argues that those who want to create climate impact should invest in all sectors. Even established companies can make a contribution, and a strict model is a must.

Infrastructure is becoming a must in all portfolios. It is a decorative asset. Private companies are helping along with governments to achieve this. Whitehelm Capital’s fund continues to perform strongly and should benefit from major investment programmes in the major developed countries. 

Rolando Grandi, a fund manager with La Financière de l’Echiquier has highlighted the huge opportunities linked to the development of the space sector, with many companies expected to go public in the coming years. 

Guy Wagner of Banque de Luxembourg Investments believes that Western economies will emerge weakened by the health crisis, with higher inflation and huge private debt. His fund is defensively positioned, despite an equity exposure close to 70% of assets under management.

Andrea Carzana of Columbia Threadneedle has said the firm believes that it is now necessary to be exposed to the leaders of the future in terms of a sustainable investment strategy, and to focus on groups that are in the process of making a sustainable transition.

Keith Ney of Carmignac has said stock markets are still in a favourable climate. China remains an interesting country in which to invest, both for equities and bonds.

Ney joined the Strategic Investment Committee of Carmignac in April 2021. He has developed particular expertise in bonds and their place in a portfolio. His long career with the French manager has given him expertise in both equities and bonds. In addition to his role on the committee, he is direct co-manager of the Carmignac Patrimoine Europe fund.

“There is a lot of uncertainty around inflation and monetary policy in the United States. This clouds the outlook for equity markets. In the long term, Asian equities offer the best investment opportunity.”

Allianz Global Investors can now offer an extensive thematic range, which was recently completed with a fund that invests in companies that offer solutions to various food challenges in our societies. Demand is expected to rise sharply by 2050.

Paris-based fund manager launches new fund to invest in the structural trends of the new China. The fund takes a sustainability approach to stock selection.

Allianz Global Investors’ specialists still consider high yield bonds and equities attractive investments in an environment still controlled by central banks. Metal recycling is seen as an important long-term opportunity in line with the climate transition.