According to Valérie Quesada and Christophe Dehondt, Rate & Inflation Manager at CPR Asset Management, 2018 is the year of the return of inflation. It returns from the United States and will be transmitted to the Euro Zone. We should see 10-year inflation expectations at 2.4% in the United States and 1.5% in Europe ...
Trump's bark is worse than his bite and despite the recent headlines, the likelihood of a full-blown trade war with China is slim, says Ross Teverson, manager of the Jupiter Global Emerging Markets Fund. Despite the protectionist rhetoric, a sensible agreement on trade between the two nations will eventually prevail, he adds.
The California Public Employees' Retirement System announced that Beth Richtman has been selected as Managing Investment Director of the Sustainable Investment Program.
Sara Mathew most recently served as chairman and chief executive officer of Dun & Bradstreet, a company that provides commercial data, analytics and insights for businesses.
Unstable market conditions were supportive for hedge funds, in relative terms. Liquid hedge fund benchmarks
were down -1% in March, with Distressed and Special Situations strategies underperforming. On a positive
note, low beta strategies did well.