Alexandre Thery – the upside of volatility, part 1 of 2
Alexandre Théry, who runs a fund-of-funds for Auxense Gestion in Paris, is welcoming the recent volatility in the markets. He explain to EIE’s editor Dylan Emery why that is.
Dylan Emery
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Jamie Hammond – the success of multi-asset
Dylan Emery talks to Franklin Templeton’s European chief Jamie Hammond about one of the driving forces of the European funds industry in the past few years: the growth of multi-asset, outcome-orientated funds.
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“Passives should be the core of your portfolio” – Markus Schuller, part 1 of 2
Markus Schuller, a Monaco-based consultant who gives asset allocation and strategic advice to global financial institutions, talks to EIE’s editor Dylan Emery about the investment implications of investor irrationality, and why passive should be the core of your portfolio.
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MiFID II drives switch to solution-oriented products, says Mattias Hagen – part 1 of 2
Mattias Hagen, head of manager research for SEB Wealth Management in Stockholm, talks EIE’s Dylan Emery through the impact MiFID II will have on the way he selects funds.
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video-interview-andrew-lake-2
In this video, Andrew talks about Fed rate rises and the threats and opportunies for a strategic bond fund manager. Click here to watch part one, in which he talks about drivers of bond performance in 2014 and why most investors got it wrong; and where opportunities are in 2015.
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video-interview-andrew-lake-1
In this video, Andrew talks about the main drivers of bond performance in 2014 and why most investors got it wrong; and where opportunities are in 2015, including in the oil sector and the emerging markets. Click here to watch part two, in which he talks about the impact of Fed rate rises on a…
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asset-class-survey
Please make sure you scroll down to see all the questions.
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Fund managers keep faith in central bank rescue
Fund managers attending last week’s Expert Investor Geneva conference keep faith in central banks stopping their bleeding after the recent market sell-off.
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Deutsche Bank’s Luigi Sottile on increasing duration
Luigi Sottile, head of discretionary portfolio management for Deutsche Bank in Italy, tells why he has increased the duration of his bond portfolio.
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We might reduce strategic allocation ot fixed income, says Jarl Akerlund
Jarl Åkerlund, head of savings products at Nordea Bank in Sweden, contemplates about how to change his asset allocation in response to the low interest rate environment.