We think it is time to strengthen L/S Neutral funds allocation. While they faced months of challenging
transversal stock rotations, we expect their environment to improve for several reasons.
CPR AM started 2018 in a positive frame of mind regarding the "Global Silver Age" strategy.
Find out more about the strategy with Vafa Ahmadi, Head of Global Thematic Equities and Jean-Dominique Seta,Thematic Equity Portfolio Manager.
According to Mohit kumar, Global Head of Rates Strategy,
Crédit Agricole CIB, thus a rate sell-off from current levels becomes
self-defeating. If rates sell-off further, it would trigger a
sell-off in risky assets which would in-turn create a bid
for fixed income.
Lombard Odier Investment Managers (‘Lombard Odier IM') announces the appointment
of Arnaud Langlois to launch a global equity long/short investment strategy with a
sustainability focus.
Academic studies present ample evidence in support of the existence of four
factor premiums in stock markets: Low Risk, Value, Momentum, and Quality.
Factor investing puts these concepts into practice by enabling investors to
allocate their capital explicitly to these premiums in order to achieve higher
returns and better risk management.