Performance is created over the long term. It stems from strong convictions about companies capable of meeting the challenges of tomorrow. Our objective is to offer sustainable investment solutions that can have a concrete impact on the real economy.
Caroline Gauthier and Jacques-Aurélien Marcireau
Co-heads of Equities
Performance is created over the long term. It stems from strong convictions about companies capable of meeting the challenges of tomorrow. Our objective is to offer sustainable investment solutions that can have a concrete impact on the real economy.
Caroline Gauthier and Jacques-Aurélien Marcireau
Co-heads of Equities
Our Equity proposition is based on an active, high-conviction approach, in which our long-term stance and bottom-up stock-picking discipline is underpinned by in-depth fundamental research. A multi-year investment horizon and an investment culture focused on wealth preservation are guiding principles in designing Equity portfolios aimed at generating consistent risk-adjusted returns.
Our organisation is structured around two principles: Portfolio managers are fully empowered to make investment decisions, and our investment culture is highly collaborative and fosters synergies and innovation.
Equities can be a pillar of long-term wealth creation, but also a source of short term volatility. As a specialist Equity manager, we are able to design a wide range of investment solutions and products, tailored to our clients’ requirements and objectives.
Our offer comprises well-established strategies in European, US, Emerging Markets and Global Equities. Our global thematic Equity range places a strong emphasis on themes such as Big Data, Healthcare or Human Capital.
Market insights,
11/03/2025
The first weeks of Donald Trump’s mandate are unfolding at a staggering pace and in chaotic fashion, leaving observers increasingly stunned. And yet, events are proceeding as planned according to his programme. Donald Trump is doing what he said he would.
Market insights
21/02/2025
• Hopes of a resolution to the Ukrainian conflict buoyed European equities at the beginning of the week, but Donald Trump's tariff announcements and criticism of Zelensky then caused European and Asian stocks to fall.
• Donald Trump threatened to escalate the trade war with additional taxes on cars, semiconductors and pharmaceuticals.
• The FOMC minutes revealed concerns that Donald Trump’s trade and migration policies might fuel inflation.
Market insights
05/02/2025
Benjamin Melman, our Global CIO AM, shares his insights for the upcoming months, focusing on major asset classes, essential themes, and priority regions as we enter the new year.
Market insights
31/01/2025
Too many uncertainties are currently weighing on markets, amid unfavourable valuations, for us to expose our portfolios unduly to major market risks. In this regard, we have maintained our neutral view on the two main asset classes - bonds and equities - as well as our modest overexposure to Chinese equities. We kept up our equity exposure on account of the fading risk of a recession in the US, now all but removed, and of the stronger-than-expected resilience of the global economy.