Timo Pentner

As we move towards the French elections what are the implications for the fixed income markets, which have already seen a sharp underperformance of French government bonds relative to Germany?

28

1 commentaar

Our CEO, Vincent Hamelink, shared insights on the future of asset allocation and @Candriam's strategic vision in an exclusive @FundsPeople (ES) interview. He highlighted the value of combining public and private assets and the structural demand for private alternatives. Vincent also discussed our growth plans in venture capital and infrastructure, the continued relevance of fixed income and thematic investing, and our commitment to sustainable investments. Read more about our exciting future here: 🔗 https://lnkd.in/dY5z2WDB #candriam #investing4tomorrow

2

If you’ve haven’t had to change to catch up on #Elonmusk speech and Q&A session in last Vivatech event in Paris, here are my takeway statements: 1. "Neuralink and Brain-Machine Interface: The first product, telepathy, enables you to use your phone or computer just by thinking." "Blindsight will enable people who have lost both eyes or have no eyesight whatsoever to see." 2.AI and X.AI: "AI must be maximally truth-seeking and curious. It’s important that AI is not trained to be politically correct but to be truthful, even if the truth is unpopular." "One of my biggest fears is AI. We need to ensure that AI development is aligned with human values to prevent it from becoming a threat." 3. Space Exploration and Multiplanetary Life: "We need to become a multiplanetary species and establish a self-sustaining colony on Mars to safeguard the future of humanity." 4. Sustainability and Climate Change: "The biggest challenge we will face in the next 10 years is the transition to sustainable energy. We need to do it as quickly as possible." "I advocate for a carbon tax that is revenue neutral. It’s not a tax on the public, but on carbon emissions." 5. Global Connectivity with Starlink: "Starlink is doing a lot of good by bringing internet connectivity to places that don’t have it or where it is very expensive. It’s a tremendous enabler of education and economic opportunities." 6. Innovation and Technological Advancements: "Innovation and technological advancements are crucial for addressing the major challenges we face, from climate change to healthcare to space exploration." 7. Lifelong learning " Lifelong learning is key. With AI and technology, people can continue to learn new skills and adapt to new fields throughout their lives. " 💬 What are your thoughts on Elon Musk's views? Share your insights in the comments below! #AI #ArtificialIntelligence #Sustainability #SpaceExploration #ElectricVehicles #GlobalConnectivity #ElonMusk #FutureOfWork #LifelongLearning

13

What has been your take on the migration to T+1 settlement in North America? What are your day two plans? We'd love to discuss this with you, so please reach out to us at The ValueExchange, or comment below

7

For many Asset Managers, the typical operating model is complex. At BNY Mellon we bring integrated solutions that aim to simplify operations, improve investor experience and modernize infrastructure. Come see us at IMpower Incorporating FundForum in Monaco June 24-26 to learn more. #IMpower #BNYMellon #AssetServicing

105

1 commentaar

In an era of unknowns, it’s important to embrace idiosyncratic opportunities that can boost alpha, especially when it comes to fixed income. Read our team’s top seven alternative strategies for boosting alpha in a fixed income portfolio: https://ow.ly/v28R30sCc8g

16

Excited to share insights on why green investments remain vital amidst global uncertainties. Check out Candriam’s latest article to learn more about the enduring potential of sustainable finance! #candriam #investing4tomorrow

4

A key question we get asked a lot is how to understand addressable liquidity, especially in Europe. Navigating the myriad of trade codes, venues and mechanisms, and answering the question "what is addressable" can be very difficult, especially in the face of changing regulation. Luckily, this great article by Nazed Mannan sheds light on this topic, and some of the changes that have been observed following recent regulatory changes by the FCA. But don't just take my word for it - check out this view (https://lnkd.in/eYuJErbc) in BMLL Vantage that allows you to explore all of this and more at the click of a button.

15

EBS eFix, CME Group's spot FX benchmark matching service, saw its second highest volume day on May 31 for end-of-month trading, with ~$24B matched in single count volumes. 65% of all 16:00 (UK time) orders were filled via eFix on May 31, with the fill rate climbing to nearly 80% for EUR/USD, which accounted for over 30% of all activity. Throughout 2024, eFix is witnessing strong growth with volumes up ~10% vs. the same period in 2023, amidst continued expansion of currency pairs and greater client adoption for a wider range of FX benchmark rates.

5

My interview with Gulf Insider Media is out! In this interview, discover what makes DHF Capital stand out—our innovative approach that combines algorithmic trading with manual trading. This unique mix is seldom seen, yet it offers significant value. Learn more about this and other insights by reading the full interview here: https://lnkd.in/dd3pTs5H

331

15 commentaren

It was a packed house yesterday at TradingTech Insight, from A-Team Group Briefing New York for our keynote fireside chat with Kathryn Zhao Zhao, Global Head of Electronic Trading, Cantor Fitzgerald. We spoke about the challenges and pain points of modernizing the tech stack as well as finding and partnering with the right vendors for a successful implementation. I spoke about the importance of partnering with the business from the beginning of the journey through rollout to eliminate any daylight from the delivery requirements. Of course, generative AI was mentioned and how that would affect future shifts in strategy, think we could ever get to T+0?

112

11 commentaren

Our CEO, Vincent Hamelink, shared insights on the future of asset allocation and Candriam strategic vision in an exclusive FundsPeople (ES) interview. He highlighted the value of combining public and private assets and the structural demand for private alternatives. Vincent also discussed our growth plans in venture capital and infrastructure, the continued relevance of fixed income and thematic investing, and our commitment to sustainable investments. Read more about our exciting future here: 🔗 https://lnkd.in/dY5z2WDB #candriam #investing4tomorrow

3

The post-FTX market has matured significantly, highlighting the critical importance of risk management. Those who overlooked these risks are no longer in the market. 🧟‍♂️ At Bequant, we continue to innovate and expand our business scope, providing tools that enhance performance and transparency. Our latest offering, RiskQuant, is designed to help you manage risk and, importantly, raise funds more efficiently by delivering the transparency that investors demand. 💲 💰 💸

19

💥[Breaking News] We are delighted to announce 𝘁𝗵𝗲 𝗰𝗿𝗲𝗮𝘁𝗶𝗼𝗻 𝗼𝗳 𝗼𝘂𝗿 𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗔𝘀𝘀𝗲𝘁𝘀 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗹𝗶𝗻𝗲. This business line will enable CACEIS to position itself as the benchmark for digital asset servicing in Europe, permitting clients to benefit from our in-house digital expertise. 🚀𝗢𝘂𝗿 𝗼𝗳𝗳𝗲𝗿𝗶𝗻𝗴 𝗶𝗻𝗰𝗹𝘂𝗱𝗲𝘀 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗮𝘀𝘀𝗲𝘁 𝗰𝘂𝘀𝘁𝗼𝗱𝘆 𝗮𝗻𝗱 𝗰𝗼𝘃𝗲𝗿𝘀 𝘁𝗵𝗲 𝗲𝗻𝘁𝗶𝗿𝗲 𝘃𝗮𝗹𝘂𝗲 𝗰𝗵𝗮𝗶𝗻, 𝗳𝗿𝗼𝗺 𝗶𝘀𝘀𝘂𝗶𝗻𝗴 𝘁𝗼𝗸𝗲𝗻𝗶𝘀𝗲𝗱 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗶𝗻���𝘁𝗿𝘂𝗺𝗲𝗻𝘁𝘀 𝘁𝗼 𝘁𝗵𝗲 𝗱𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻 𝗼𝗳 𝘁𝗼𝗸𝗲𝗻𝗶𝘀𝗲𝗱 𝗳𝘂𝗻𝗱 𝘀𝗵𝗮𝗿𝗲𝘀. Read more➡️ https://ow.ly/Zksz30sCAcn #AssetServicing #AssetManagement #DigitalAssets #Tokenisation

30

1 commentaar

Looking ahead...."el Futuro" Thank you Patrick Cairns for a great article - you continue to capture the essence of what we do Differential Capital Always proud of our team Differential Capital. We are firmly focused on the future - that is where the returns are...... On a personal note - it is rewarding to be part of a team culture that continually searches for that optimal balance between Machine and Man (for the benefit of our clients). A worthy pursuit. A source of growth. A better way. To the future .... Time will tell..... #FocusOnTheFuture #DataScience #MachineLearning #MakingSenseOfMarkets #GrowthMindset

26

4 commentaren

Many of you asked why I joined Ondo - the below piece hopefully helps clarify that! Based on my experience at McKinsey, its abundantly clear to me that distribution is key to scale tokenization. Ondo has the right team, network and capabilities to do it.

137

11 commentaren

⌛ Did you miss our “Powering agility in wealth management and private banking” webinar? ✅ You can now watch the recording and learn more about the NextGen Unified Wealth & Core platform. 👇 Get insights on leveraging technology, adopting a client-centric approach, and embracing agility and flexibility in banking! https://okt.to/65NBEM

2

Register for our joint webinar with Confluence on 21 May at 3pm BST! Dan diBartolomeo will discuss the rationale behind the usage of #multifactormodels. To learn more about this event and registration information please visit: https://lnkd.in/eUy7Dj44 #PeformanceAttribution #portfoliorisk #quant

6