Jean Luc Eyssautier

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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“In an investment landscape that is dominated by concentrated indices and the prevalence of mega caps, small caps offer an alternative form of risk with upside optionality.” Imogen Harris, Global Small Cap fund manager discusses how a recovery in global economic conditions and a mean reversion back to more normalised valuation levels could see a risk-reward balance that swings back in favour of smaller companies.  For Investment Professionals only. Capital at risk. #smallcap #globalsmallcap #riskreward 

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Continental Shift: with global equity indices now dominated by US stocks, and the US market heavily skewed towards IT megacaps, GAM Investments' Niall Gallagher believes that European equities could play an important role as portfolio diversifiers. Read the article here: https://ow.ly/ECLP30sHGAu #GAMEuropeanEquities #Investing #EuropeanEquities #Diversification #USequities Marketing Communication | Capital at Risk

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We’re getting a lot of questions from clients and consultants about the recent gilt market moves. Please see the blog below to find out more.

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A topic that continues to gain traction in policymakers minds. How do they attract the best talent and the most affluent? Particularly in the context of an aging population and large deficits? Competitive forces will be in play! Learn more below, or on the podcast “Beyond the benchmark” by EFG.

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Candriam's core strategy remains focused on Energy Transition, Fair Work Conditions, and Business Ethics, while our tactics evolve to meet the changing landscape. Explore how we're adapting in our 2023 Engagement & Voting Annual Review and join us in shaping a more sustainable future. #candriam #investing4tomorrow

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A great article by Robert Pace and Chris Jeffery about the rise in gilt yields that are ushering in 2025.

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📢 Schroders’ latest multi-asset investment views for September 2024 are out. The Multi-Asset Team continues to maintain a positive outlook on #equities, driven by robust underlying fundamentals. Read more: https://okt.to/xpePQy #MultiAsset #Equities #MarketViews

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I was delighted to contribute a piece to Business Post on the growing challenge of balancing rising bond yields with increasing fiscal pressures around the world, particularly in the US. Since the 2022 UK budget, many investors have been asking whether other economies might face a "Liz Truss moment," where bond markets spiral due to fiscal mismanagement. A key focus in the US will be Trump’s choice for Treasury Secretary and whether tax cuts are offset by spending cuts. Additionally, the potential for supply-side measures to spur economic growth will be critical in determining fiscal sustainability and bond market stability. However, not only must significant new investment be financed, but by some estimates, about $70 trillion in existing public and private sector debt needs to be refinanced annually. This suggests that ongoing liquidity provision from central banks will likely continue to be a key feature of the macro landscape going forward. 📰 You can read the full article below: #debt #globalmacro https://lnkd.in/gke5nbK2

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Emerging Markets: Underowned and undervalued In this new article, GAM Investments’ Ygal Sebban, Investment Director, Emerging Markets Equity, explores the opportunities in emerging markets and explains why Chinese equities are particularly appealing right now. 🌎 Read more here: https://ow.ly/iq9u30sHGAv #GAMInvestments #EmergingMarkets #Equity #China Marketing Communication | Capital at Risk

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Our Head of EM Hard Currency Debt, Aaron Grehan, describes the current upgrade wave as a "definitive shift" that has also coincided with a sharp drop in the premiums that emerging markets almost everywhere have had to pay to borrow. "Since 2020, well over 60% of all rating actions have been negative. In 2024, 70% have been positive," Grehan said, adding that our internal scoring models were similar. Read more here: https://reut.rs/3X4bSVP #EM #EmergingMarkets #Ratings

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🌡️ Responsibly-minded credit investors who want to align portfolios to 1.5⁰C of warming have several options, including green bond funds and Paris-aligned benchmarks. Those have the advantage of simplicity but can miss the wood for the trees, namely the broader decarbonisation of the real economy. Find out more in our latest article 👉 https://bit.ly/3x7fk7s #Credit #ClimateTransition #InvestmentGrade

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Did you know that Q2 is Europe's seasonal dividend windfall and that by the end of June more than 80% of Europe's dividends will have typically been distributed in any calendar year? Europe'dividend windfall in H1 2024 was a record USD 347bn, up 7.4% from the same period last year.

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Learn more about Amundi's Q3 results below!

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Is a bubble forming in AI stocks? And is it about to burst? Find out the latest reading of our proprietary Bubble Index below. For more market insights, read our Asset Allocation team’s Q2 outlook: https://lnkd.in/dgFjxfHx For professional investors only. Capital at risk.

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Is a bubble forming in AI stocks? And is it about to burst? Find out the latest reading of our proprietary Bubble Index below. For more market insights, read our Asset Allocation team’s Q2 outlook: https://lnkd.in/dgFjxfHx For professional investors only. Capital at risk.

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