According to Guillaume Abel, head of business development of La Banque Postale Asset Management (LBPAM), SRI is becoming THE relevant fund management. LBPAM plans to launch a Green Bond fund to come in 2019 and the creation of tailor-made SRI model portfolios to monitor the mandates of some clients...

Look outside the US, Goldilocks scenario doesn't hold anymore; EM back on the buy list: take advantage of the Armageddon panic; The Damocles swords of 2018 are slowly being pulled back

While the UK and US contend with contentious political issues, the IMF has lowered its expectations for economic growth. The question is, “Where do we go from here?”

It currently feels like we are at a critical juncture for economies and markets. 2019 is likely to be one of elevated uncertainty and more volatility as investors grapple with the question of whether this is the final phase of the economic cycle. Markets will behave accordingly.

To navigate such unstable conditions, there is a limited range of “all weather” strategies. Merger Arbitrage and Fixed Income Arbitrage (including L/S Credit) have demonstrated their ability to navigate such a difficult year like in 2018, when most asset classes delivered negative returns...