Vai al contenuto

Alex Kuhn: “«Le troisième tiers cotisant va devenir de plus en plus déterminant pour les caisses de pension”

Dynagest by ONE: 30 ans à se concentrer sur la gestion des risques de marchés pour des investisseurs institutionnels. Alexandre Kuhn, l’un de ses fondateurs, revient sur cette belle aventure promise encore à quelques prolongements.

Article publié dans SPHERE Magazine en versions française et allemande.

Macro

The hawks are sleepy, the vigilantes are waking up

The Federal Reserve's dovish stance and the prospect of a Donald Trump victory undermine bonds.
Per saperne di più →
Corporate Social Responsibility

Sustainability and integrity

At a time when the risk of greenwashing is coming under increasing scrutiny from supervisory authorities, particularly in the financial sector, there is no denying ...
Per saperne di più →
Macro

Economic data validate Fed’s plans

Defying predictions of any sort of landing, the US economy continues to fly at high altitude.
Per saperne di più →
Investment

Portefeuilles indiciels : Quand la simplicité cache des défis majeurs

La gestion indicielle a conquis les investisseurs institutionnels avec ses promesses tenues d’efficacité à moindre coût, mais derrière ces bénéfices se cachent des défis souvent ...
Per saperne di più →
Macro

Money rates fall, bond yields rise

The Fed's decision to start the cycle with a bold move has led to a further steepening of the yield curve.
Per saperne di più →
Corporate Social Responsibility

Sustainability and determination

One of the key factors in the success of a sustainability approach is the definition of a long-term strategy, which is the result of strong ...
Per saperne di più →
Macro

Nick and Greg blur the lines

Perceived as the Fed's informal transmission channels, two journalists reverse expectations
Per saperne di più →
Macro

Goldilocks is alive and kicking

US macroeconomic environment still too favourable to justify large and rapid rate cuts.
Per saperne di più →
Macro

Silent approval or wrong signal?

Jerome Powell made no attempt to contradict expectations of rapid and large interest rate cuts.
Per saperne di più →
Corporate Social Responsibility

Sustainability and agility

Being agile means knowing how to react quickly and efficiently to change, while limiting the negative impacts.
Per saperne di più →