NEWSROOM

  • Expert Opinions

    RISING HEADWINDS MOVING INTO YEAR END

    Going into year-end, and at current valuation levels, we see less opportunities for risky assets and scale equities down to neutral.

  • Expert Opinions

    What scenarios for Evergrande’s liquidity crisis ?

    Troubled Chinese property group Evergrande is battling to avoid a hard default, which would risk a spill-over that could severely impact China’s property sector, and beyond. Tough choices will need to be made regarding the distribution of the proceeds and any restructuring is likely to be complex. Lyxor’s Senior Cross-Asset Strategist looks at the causes of Evergrande’s default, and outlines the possible scenarios that could play out.

  • Expert Opinions

    Alternative investments, the next frontier for ESG

    Investment based on environmental, social and governance (ESG) criteria is now a mainstream approach amongst traditional, long-only funds. ESG-based alternative strategies are less developed, but this is now changing rapidly.

  • Expert Opinions

    Why we expect Japan’s recovery to continue

    Hit by the Covid-19 Delta variant and recent flooding, and with the Olympic Games done, Japanese equities have been stuck in a trading range since March. But as Lyxor’s Senior Cross-Asset Strategist Jean-Baptiste Berthon explains, there are reasons to be optimistic for the future, at least in the medium term.

  • Expert Opinions

    Driving change through sustainable investment

    Karen Karniol-Tambour, Co-CIO for Sustainability at Bridgewater and Nathanael Benzaken, Lyxor’s Chief Client Officer discuss their firms’ sustainable investment approaches.

  • Expert Opinions

    Asset Class Horizons: Fixed Income

    The Federal Reserve will probably be less accommodative in H2, 2021, while the ECB seems more hesitant to tighten monetary conditions given the diversity of the eurozone economies and the slower pace of recovery.