IS - Tendances
Monday 22 September 2025
Articles
Opinion Facebunds : "German bund market is overvalued"
If regulators think the Facebook IPO was a scandal, they should look at the German government bond market...
Note The impact of Solvency 2 on insurers asset allocation
Implications for asset allocation? Incitement to diversification? Optimization of the volatility hedging ratio ? Allocation depending on the level of wealth of the insurance company? Groupama AM updates on the impact of Solvency 2 for insurance
Strategy Africa, the emerging market story of the next decade ?
According to Mark Mobius, Africa could represent a tremendous
opportunity for investors in the next few years. The continent is well known for its wealth of natural resources, much of it barely developed, which includes oil and gas and a variety of metals and minerals, as well as huge tracts of agricultural land
Interview Philippe Desfossés : « Our SRI approach has two advantages, the absence of sectorial bias and investment in all sectors »
Philip Desfossés, Director of ERAFP (Establishment of additional retirement of civil servants), the first French public pension funds, introduces their 100% SRI management and their Best In Class approach ...
Strategy The Euro's Survival and traditional asset classes prospects for 2012
On the basis of the survival «in fine» of the Euro through a constrained and massive indirect monetization from the ECB, what are the expectations for 2012 on foreign exchange, short-term rates, long-term rates and equities?