The fall in yields on risk-free investments has forced investors to revise asset allocation strategies and consider taking on more risk to maintain attractive financial returns.
European companies are the focal point of our investment strategy. We invest in companies which we believe have the recurrent levels of cash flow needed to guarantee regular income and help our investors benefit (in return for capital loss risk).
Big Data, a digital revolution which is transforming companies
Terms like artificial intelligence, connected objects, machine learning, automation and algorithms are headline news and all have big data as a common denominator. What economic reality lies behind the term? Is big data really a secular trend, does it actually help companies create value and, if so, which companies...
The economic environment and the outlook for earnings are both positive ; Today’s strong M&A deal flow is expected to last ; Our strategy owned positions in the two largest deals so far this year
The economic environment is favourable in Europe ; Midcaps are more domestically focused so are benefiting more directly from this growth environment ; Close proximity with senior executives in portfolio companies is essential
France is expected to embark on a serious reform package ; Growth is recovering in the eurozone ; Valuations are still attractive
The fund targets regular income but seeks to keep volatility under control ; The equity bucket focuses on companies with attractive dividend payouts ; The bond sleeve comprises corporate bonds and subordinated financial debt
European regulation means banks and insurance companies are better capitalised ; An increase in rates would be good for bank profitability ; Political risk is largely behind us ; Valuations still offer opportunities
Current bond yields require flexible and active investing ; Europe has some interesting opportunities ; An active duration management to limit the impact of yield moves
In spite of major political upsets, the economic and financial world appeared to go for more continuity in 2016. Investors had a choppy ride but never completely lost their nerve in spite of the numerous surprises they had to contend with.
In an environment still influenced by low interest rates, political uncertainty and lack of predictability for risky asset classes, investors are wondering how to manage their bond assets. What segments should be prioritised in the hunt for yield? Watch the video featuring Kevin Thozet, Product Specialist
After hitting a low point at the beginning of 2016, emerging market debt has since performed well and offers attractive opportunities even if some risks persist. Jean-Jacques Durand, Portfolio Manager of the EdR Fund Emerging Bonds strategy, discusses the outlook for emerging debt and provides details on his main...
Philippe Lecoq, Co-Head of European Equity Management, reveals how he reduced his Brexit risk exposure leading up to the referendum and which sectors he now expects to bounce back
Edmond de Rothschild Fund Global Data was awarded the Actif d’Or de l’Innovation in the mutual funds category at L'Agefi magazine’s Actifs du Patrimoine ceremony on 02 June 2016.
Philippe Lecoq, co-head of European Equities, explains why stocks involved in mergers and acquisitions can be great investments
We firmly believe in the potential of European companies and the key role that institutional investors play in that potential. In this regard, we decided to address the difficulties created by recent regulatory developments by launching an original solution, through the Edmond de Rothschild Equity Europe Solve...