Jean-Louis Charles, Chief Investment Officer at AG2R LA MONDIALE, this strategy enabled the Group to remain calm in the first half of 2020 while remaining invested in equities. The strategy was carried out through the purchase of puts on the EuroStoxx50 index.

With investors questioning the sustainability of equity valuations in a context of rising bonds yields, a Momentum reversal in equities is taking shape. Defensive sectors, and more recently Technology stocks, faced downward pressures while Financials and Energy rallied...

The impressive growth of the crypto market and Bitcoin's price rally have turned 2021 into a record year for crypto miners. According to data presented by TradingPlatforms.com, crypto miners generated $1.3bn in revenue last month, the highest value so far.

In recent months, Market Neutral L/S strategies underperformed other hedge fund strategies, in a context where risk assets rallied following the Pfizer vaccine announcement in November 2020. While the strategy is not designed to capture the equity market beta, the alpha contribution has declined since Q4-2020.

We continue this series with Tomas Hildebrandt, Senior Portfolio Manager at Evli, and Janne Kujala, Head of Nordic Equity, to discuss implementation of responsible investments across funds and investment spaces.