TOBAM Anti-Benchmark High-Yield 2027maturity fund
We are delighted to share with you the presentation entitled: “Anti-Benchmark High-Yield 2027 maturity fund” Please fill in the form below to request the presentation:
TOBAM launches Anti-Benchmark High-Yield 2027 maturity fund
Click here to download the paper TOBAM is launching the Anti-Benchmark High Yield Maturity 2027 Fund, an article 8 compliant, diversified and high-quality HY dated strategy.
Yves Choueifaty’s presentation: “Diversification is back!”
We are delighted to share with you Yves Choueifaty’s presentation entitled: “Diversification is back! the return of the undiversifiable portfolio”. Please fill in the form below to request the presentation:
Wall Street behemoth’s dominance poses risks to markets
Discover Tatjana Puhan takes on markets concentration in mega caps stocks in the US in the Financial Times
TOBAM Dashboard: Implementing Paris Aligned Portfolios
Responsible investing is an important topic since the very beginning for TOBAM. After introducing exclusion lists in 2007, becoming signatory of the UN PRI in 2010 and subsequently adding each year additional dimensions to our responsible investment policies and practices such as carbon footprint constraints and fossil fuel free portfolios, we decided two years ago that it was time now to address the next big topic, which is an enhanced integration of “E”nvironmental, “S”ocial, and “G”overnance dimensions into our portfolio construction process.
Designing a sustainability footprint based on company reported data
Responsible investing is an important topic since the very beginning for TOBAM. After introducing exclusion lists in 2007, becoming signatory of the UN PRI in 2010 and subsequently adding each year additional dimensions to our responsible investment policies and practices such as carbon footprint constraints and fossil fuel free portfolios, we decided two years ago that it was time now to address the next big topic, which is an enhanced integration of sustainability dimensions into our portfolio construction process.
Is the Concentration Cycle Coming to An End?
The first half of 2022 turned out totally different from what most inventors had anticipated in the beginning of the year – this shows yet again that trying to predict asset prices is everything but an easy exercise.
I this note, we do not aspire to make predictions about the future. Instead, we provide an interpretation of the most recent evolutions in markets that focuses on the observation of cycles of concentration and deconcentration; after a long period of record market concentration, equity market experienced a first mean reversion since the beginning of the year. Even more interestingly, we argue why this first mean reversion still leaves a lot of room for a massive reduction of the still high market concentration.
Video – La fin de ce monde artificiel? with Yves Choueifaty
In this Grand Angle Crypto video, Yves Choueifaty addresses numerous topics such as Bitcoins, inflation, Euro and TOBAM’s strategy.
