NEWSROOM

  • 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.

  • Expert Opinions

    Central Banks at a Turning Point?

    Over the last two months, inflation has surged to levels unseen in decades.This spike had been expected by market participants, as it is mainly linked to base effects. Yet, even though we agree that these levels should be mostly transitory, we continue to believe in the reflation trade and think that Central Banks are walking a fine line where it is crucial that they maintain their credibility.

  • Expert Opinions

    Asset Class Horizons - Equities

    2021 is shaping up to be a solid year for equities, with strong economic activity in H2. In our latest Asset Class Horizon video, Fabrice Theveneau Head of Global Equities at Lyxor Asset Management outlines why the mining sector will reap the benefits of the commodities supercycle, and why investors are paying close attention to companies involved in the green transition, as well as technology boosting their productivity.

  • Expert Opinions

    Asset Class Horizons: Multi-Asset

    The economic environment has evolved rapidly in the last six months, with inflation and central bank policy pushing further rotation across asset funds and new opportunities for active management.

  • Expert Opinions

    Why would investors pay a "greenium" on green bonds?

    Green bond issuance grew to record levels in 2020 in spite of the pandemic, indicating robust investor appetite for investment vehicles that actively contribute to the fight against climate change.