According to Jean-Philippe Desmartin, Head of Responsible Investment at Edmond de Rothschild Asset Management, investors have an important role to play when it comes to finding solutions for reducing energy consumption.
In a context in which it is still too early to expect a recession, which asset classes and geographical regions should be favoured in 2019?
In a context in which financial markets are driven by the immediate, thematic investment requires stepping back and building a sustainable equity strategy based on long-term trends.
Responsible investment has not always raised the interest of individual investors, and still today carries many preconceived ideas, starting with the one that performance is hampered by the incorporation of ESG (Environmental, Social and Governance) criteria.
With such high market volatility, low and even negative interest rates and uncertainty over global growth trends, investors are looking for some visibility on their investment returns.
Many of CNNMoney Switzerland’s guests have recently predicted that the Turkish crisis will end in a recession. However, that’s not the view of Stéphane Mayor, fund manager at Edmond de Rothschild AM. Mayor is also optimistic about other emerging markets, as their recent tumble now makes their valuation attractive.
Markets have been in thrall to fresh political risk, escalating trade tensions and falling advanced indicators since the second half of May. Volatility has, as a result, increased.
Edmond de Rothschild Equity Europe Solve seeks to provide a solution for investors looking to benefit from European equity upside while limiting overall volatility.
Bond markets are relatively expensive overall and for good reason as fundamentals are excellent and monetary policy is still accommodating. Caution is therefore the watchword even if there are still opportunities in European corporate debt. We should approach possible interest rate rises actively and flexibly if we...
2017 was a very good year for financial debt and fresh opportunities have appeared. The regulatory environment is still changing, maintaining favourable pressure on financial establishments, while the recovery in the macroeconomic cycle means interest rates will be rising gradually, improving the earnings outlook for...
Major central banks in developed counties will still be keen on maintaining today’s favourable economic environment which is good for companies. As a result, European companies will continue to generate sustainable cash flow, offering investors potential sources of revenue.
Emerging country growth still has upside, but we can expect it to be more volatile in 2018. Economies in emerging countries have strong disparities. China, for example, should see lower, but higher quality, growth while ASEAN countries offer opportunities even if they still have to overcome certain challenges.
In spite of today’s buoyant macroeconomic environment, 2018 could be a tricky year. Growth rates, monetary policy trajectories in the US and Europe and inflation levels could all trigger volatility. And demanding market valuations suggest investors should be watchful.
Tech stocks have contributed a lot to US equity market performance and they are now expensive, so we should be careful. But there are large disparities on the market with the performance gap between growth and discounted stocks running at historically high levels. As a result, there are still opportunities in certain...
Some European stocks are trading at stretched valuations, leaving little room for disappointments so investors should be wary. In a more volatile environment, high-quality stocks with strong balance sheets should prove more resilient. And companies with a large domestic presence should benefit from growth momentum in...
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