Thibault VITRY, CFA

Donald Trump victory: what are the key implications for investors? Learn more below.

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Learn more about Amundi's Q3 results below!

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“We believe there has never been a better time to be a bondholder in subordinated debt issued by companies in the financial sector.” Romain Miginiac, Fund Manager at Atlanticomnium who manages Credit Opportunities and Sustainable Climate Bond strategies for GAM Investments, discusses the strong fundamentals of European banks and his latest perspective on the pricing of extension risk. Read more here: https://ow.ly/rtn030sIfZI Marketing Communication | Capital at Risk #GAM #EuropeanBanks #Bonds #SubordinatedDebt #InvestmentInsights

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Franklin Templeton has gained regulatory approval in Luxembourg to launch its first open-ended private markets strategy aimed at private wealth clients. The fund, co-advised by Franklin Templeton and secondaries specialist Lexington Partners (acquired by Franklin Templeton in 2021), will focus on private equity secondaries and is set to launch in early 2025. George Szemere, CAIA, head of alternatives EMEA wealth management, emphasized the fund’s role in expanding Franklin Templeton's alternatives business and leveraging Lexington’s expertise to enhance access to private markets for wealth managers. The secondaries market has grown significantly, reaching $130 billion in 2023, up from $28 billion in 2013. Open-ended funds in this space are popular due to their liquidity, diversification, and shorter distribution periods. Set up under Luxembourg’s UCI Part II regime, the fund is accessible to professional clients across the EU and retail clients under specific national regulations. This strategy aligns with a broader industry trend, as firms like Coller Capital and The Carlyle Group have also launched similar offerings targeting the wealth channel.

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Amundi US Chief Investment Officer, Marco Pirondini, discusses the importance of quality during times of geopolitical stress. Learn more below!

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Really interesting perspective from Fannie Wurtz about the increasing importance of a hybrid service model for wealthy investors - delivering the best of both digital and in person experiences just as they are growing to expect in all areas of their lives.

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Despite challenging headwinds, investors remain committed to thematic investing with the percentage of those currently investing or planning to invest increasing since 2020, according to the third Thematics Barometer published by BNP Paribas Asset Management and BNP Paribas CIB, in partnership with Coalition Greenwich (a division of CRISIL). The survey aims to provide the global investment community with robust, credible and regular information about the key trends evolving within thematic investment. Discover here some of the key findings which have just been released: https://lnkd.in/ekefdiGV -Renewable energies and mobility driving sustainability themes -AI and healthcare lead the Innovation & Disruption themes -Asset allocation to thematic investing: the rise of private markets

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Another quarter, another newsletter! Here’s the latest quarterly release of our team’s Simply Put publication. Another quarter, but another year again! Here we will not provide you with our S&P500 end of year forecast: you may remember we don’t believe in building a portfolio for a specific scenario, especially one year out. Much can happen in a year, everything can change in a matter of months. We need to focus on what we know now, make sure we monitor as much information as possible and adjust along the way. This quarter we talk about fiscal consolidation, a major topic, we review our portfolio activity and also come back on those tail risks that hit us at times. Finally we can’t miss an opportunity to talk about diversification, but at another level this time. We hope you enjoy the reading and look forward to catching up with you in 2025! From the whole team: Happy New Year! Alain Forclaz Florian Ielpo Julien Royer Francis Lee Sui Kai Wong Selbi Muhammetgulyyeva Joshua Voelkel Nicolas Iltis 🦈 https://lnkd.in/eRGwh_YW

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BLI - Banque de Luxembourg Investments has published the latest edition of ‘Perspectives’, its latest financial markets analysis. Topics of Q4/2024 amongst others: - The remarkable resilience of the US economy seems set to continue. - The rotation observed on stock markets in the third quarter is set to continue. - The main risk for stock markets at present is geopolitical. 👉 English version: https://lnkd.in/et9ACtNM 👉 Version française : https://lnkd.in/eN42GmQS 👉 Deutsche Version: https://lnkd.in/ezRiuiNv 👉 Nederlandse versie: https://lnkd.in/e-d6rMkz #financialmarkets #analyses #economy #investmentstrategies #recession #stockmarkets #assetmanagement #luxembourg

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For over 20 years, Mark Denham, co-manager of Carmignac Portfolio Grandchildren, has been convinced that long-term performance depends exclusively on the ability to select companies that offer the best prospects. These ‘quality’ companies must meet precise criteria: • They must be capable of generating high and stable profits over time, and reinvest these profits to continue their growth trajectory • They must have a positive impact on the environment and society This conviction is reinforced by a detailed investment process. Over time, this process has been enriched by the increased availability of extra-financial data. However, the initial philosophy remains unchanged. To know more: https://okt.to/dRrhGj #assetmanagement #marketingcommunication #finance #investment #investinginyourinterest

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Interesting insights from Marco Pirondini in his Q4 Outlook!

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📸 A snapshot from this morning's webinar where we presented to our clients the treasury solutions of the Amundi Liquidity Solutions range with particular reference to the various possibilities of investing excess cash in a context of falling interest rates in the company of nathalie Coffre, and Patrick Simeon #amundi #liquiditysolutions #interestrates #centralbanks

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Amundi US Chief Investment Officer, Marco Pirondini, discusses the importance of quality during times of geopolitical stress. Learn more below!

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Pictet is pleased to announce it has completed a debt financing deal with DQE, Data Quality Everywhere through its European Direct Lending arm. The debt financing will support DQE’s acquisition of its main competitor, Capency, creating the largest French pure player in the client data quality software market. This marks the European Direct Lending team’s sixth investment in Europe and its second in France. “The opportunity to back DQE in its acquisition of Capency is a perfect fit with our European Direct Lending strategy. It will also support the founders, management team and growth equity investor Verto to deliver continued growth and solidify DQE’s position as the industry leader,” said Axel Cordonnier, Head of Private Debt, France.

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Navigating Volatility Gregoire Mivelaz, Fund Manager, Atlanticomnium, who co-manages the Credit Opportunities and Climate Bond strategies for GAM Investments, shares his investment outlook for 2025 and beyond. • There is an opportunity for investors to capture returns from high-yielding European subordinated debt • Our active management approach enables us to capitalise on favourable pricing anomalies • The fundamentals of the European financial sector remain robust Read more here: https://ow.ly/MxES30sIExj Marketing Communication | Capital at Risk #InvestmentOutlook #Outlook2025 #Credit #Bond

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Navigating Volatility Gregoire Mivelaz, Fund Manager, Atlanticomnium, who co-manages the Credit Opportunities and Climate Bond strategies for GAM Investments, shares his investment outlook for 2025 and beyond. • There is an opportunity for investors to capture returns from high-yielding European subordinated debt • Our active management approach enables us to capitalise on favourable pricing anomalies • The fundamentals of the European financial sector remain robust Read more here: https://ow.ly/mfN130sJ7LF Marketing Communication | Capital at Risk #InvestmentOutlook #Outlook2025 #Credit #Bond

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