According to Héléna Charrier, director of responsible investment projects at Caisse des Dépôts, Caisse des Dépôts and its subsidiary Bpifrance also want to support the decarbonisation of their investment portfolios in unlisted companies...
According to Eric Labbé, Thematic equity manager at CPR AM, for 2019, the high dividend strategy is therefore an advantageous alternative in the framework of defensive equity management in the context of a challenging market.
A shrinking proportion of Varma's investments are in companies that are dependent on fossil energy sources and in corporate bonds that invest in them. This was also found in a WWF report that assesses global pension funds' commitment to climate targets.
Since early December, Merger Arbitrage and L/S Equity Market Neutral has outperformed, while L/S Equity remains under pressure. Relative
Value Arbitrage was resilient. Based on a peer group of 28 onshore L/S Credit strategies, the median performance was -0.3% month-to-date (up until December 12th) and -1.3% quarter-to-date.
Paul O'Connor, Head of Janus Henderson's UK-based Multi-Asset Team, sifts through the highly complex range of Brexit scenarios following Theresa May's survival as party leader.