MiViews Q2 2021: Inflation: Transient or Durable?

avril 2021

If, like us, you are convinced that inflation is likely to overshoot expectations this year, then this quarter is going to be key. And it will be from two di...

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Que Signifie « Don’t Fight the Fed » en 2021 ?

avril 2021

Le premier trimestre 2021 peut être célébré pour de nombreuses raisons : le premier anniversaire de l'un des plus grands krachs boursiers de l'histoire ou le...

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Multi-Actifs

Market Charts

Privé : Case Numbers Affect European Markets

avril 2021

Increased lockdown measures in Europe, taken in response to what health officials fear to be a third wave of the pandemic, go some way to explaining weaker r...

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Multi-Actifs

Market Charts

Huge Stimulus Disparity

avril 2021

The disparity in the size of the fiscal stimulus between each side of the Atlantic is monumental. Indeed, total fiscal support now represents more than 12% o...

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Multi-Actifs

Market Charts

A Tale of Two Economies

avril 2021

Growth has been running above potential in the US since September last year in spite of a temporary slowdown in December and January. In contrast, European g...

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What Does “Don’t Fight the Fed” Mean In 2021?

avril 2021

In a famous speech, former Fed President, Alan Greenspan said about ‘Fed watchers’: “I know you think you understand what you thought I said but I’m not sure...

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Unlocking Value in the Secondaries Market

mars 2021

Paul Newsome, Head of Investment Solutions, Private Equity, discusses how we delivered robust performance in our Secondaries programmes in 2020, and how we p...

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Macro, Central Banks and Rotation: Where Does It Lead?

mars 2021

The last few weeks of trading have been driven by strong optimism regarding the strength of the economic recovery, pushing so called ‘re-opening trades’ high...

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Research Papers

Active vs passive low risk investing

juillet 2020

The scientific foundations for low volatility investing were laid almost 70 years ago and are well understood, but investors are…

Research Papers

Revisiting the case for Alternative Risk Premia

février 2019

Most asset classes and investment styles suffered in 2018 and alternative risk premia (ARP) were no exception. In this paper,…

Research Papers

Designing a Robust Backtesting Framework

janvier 2019

Academic research has shown that backtested results are often far superior to those in live performance tests. There are logical…

Multi-Actifs

Market Charts

Huge Stimulus Disparity

avril 2021

The disparity in the size of the fiscal stimulus between each side of the Atlantic is monumental. Indeed, total fiscal support now represents more than 12% o...

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Multi-Actifs

Market Charts

USD Looks Cheap

avril 2021

Current US dollar valuations are interesting. Although its short-term carry has collapsed, it still lies at the higher end of the G10 world, justifying highe...

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Découvrez notre expertise en Private Equity

Nous aidons les investisseurs à bénéficier pleinement des opportunités du private equity depuis 25 ans. Plus de 250 clients institutionnels à travers le monde nous ont confié la gestion de 7.5 milliards USD dans le cadre de mandats, de comptes dédiés et de fonds collectifs. Nous proposons des opportunités d’investissement dans ce domaine via trois stratégies distinctes (primaire, secondaire et directe). Nous investissons dans le monde entier et sur tous les segments de marché, en privilégiant le marché des entreprises à faible et moyenne capitalisation. Nous ciblons des investissements de private equity axés sur le capital-risque de qualité supérieure, le rachat d’entreprise, le capital croissance et les situations spéciales sélectivement choisies, la diversification du risque étant un critère incontournable.

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