Maud Lazare

Franklin Templeton has gained regulatory approval in Luxembourg to launch its first open-ended private markets strategy aimed at private wealth clients. The fund, co-advised by Franklin Templeton and secondaries specialist Lexington Partners (acquired by Franklin Templeton in 2021), will focus on private equity secondaries and is set to launch in early 2025. George Szemere, CAIA, head of alternatives EMEA wealth management, emphasized the fund’s role in expanding Franklin Templeton's alternatives business and leveraging Lexington’s expertise to enhance access to private markets for wealth managers. The secondaries market has grown significantly, reaching $130 billion in 2023, up from $28 billion in 2013. Open-ended funds in this space are popular due to their liquidity, diversification, and shorter distribution periods. Set up under Luxembourg’s UCI Part II regime, the fund is accessible to professional clients across the EU and retail clients under specific national regulations. This strategy aligns with a broader industry trend, as firms like Coller Capital and The Carlyle Group have also launched similar offerings targeting the wealth channel.

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What a turnout, many thanks to all participants that came to our annual event that we held on the 6th of June. Eric Sturdza Investments offered a whole range of answers when we welcomed our #international guests to our annual conference. We were #delighted to present a truly #international line-up of speakers: Louis-Vincent Gave from Gavekal and Raphaël Sobotka from Amundi , along with our own portfolio specialists Yutaka Uda, Shasha Li Mafli, Scott Utzinger and Eric Vanraes who shared insights into Japan's #economy, opportunities in #Asia, investing in owner-operators and the role of hybrid #bonds in a portfolio. Warren Giles Damir Zjacic Jerome Sack Nicolas Huras Jerome Papailhau Pascal Perrone Alexandre DERUAZ, CFA Ludovic LABAL David Haynal, CFA, CQF Alexis Bitz Oana Buscaneanu Bertrand DIDIER Louis Rieu Coges Corraterie Gestion Banque Eric Sturdza SA Eric Sturdza Management Company S.A.

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“We believe there has never been a better time to be a bondholder in subordinated debt issued by companies in the financial sector.” Romain Miginiac, Fund Manager at Atlanticomnium who manages Credit Opportunities and Sustainable Climate Bond strategies for GAM Investments, discusses the strong fundamentals of European banks and his latest perspective on the pricing of extension risk. Read more here: https://ow.ly/rtn030sIfZI Marketing Communication | Capital at Risk #GAM #EuropeanBanks #Bonds #SubordinatedDebt #InvestmentInsights

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Amundi US Chief Investment Officer, Marco Pirondini, discusses the importance of quality during times of geopolitical stress. Learn more below!

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BLI - Banque de Luxembourg Investments‘ Head of Fixed Income Jean-Philippe Donge has published a new article dedicated to emerging market debt. In this article, which concludes a series of several publications edited by Jean-Philippe, Jean-Albert Carnevali and Maxime Smekens, BLI’s Head of Fixed Income points out that due to technical and fundamental reasons, investors cannot ignore emerging market debt as a truly optimising element in their portfolio construction. 👉 English version: https://lnkd.in/eiEvH9t7 👉 Version française : https://lnkd.in/eUQ5Z7uq #marketingcommunication #fixedincome #emergingmarkets #debt #portfolioconstruction #diversification #assetmanagement #luxembourg

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🎤 [#Interview] In her interview to Citywire Selector Valérie Baudson indicates 3️⃣ key responsabilities as CEO of Amundi: 🔹 to define the strategy 🛣 🔹 meeting clients to understand and answer their needs 🎯 🔹 taking care of people 🤝 💬 "In a world-wide environment, you need to have talent everywhere. So strategy, clients, people. It's essential to do well with all of those". ❗️Coming soon...the second part of the interview.

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The Amundi World Investment Forum is almost here. Here’s a sneak peek of what's to come for our clients and partners. Offering them insights into the current #macroeconomic and #geopolitical landscapes, the transitions underway, and their impact on investment portfolios is at the heart of our mission.

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How to invest in an uncertain environment, marked by a global economic slowdown and high valuations? By focusing on quality companies. At Carmignac, quality is based on two criteria: • High and sustainable profitability • Reinvestment of profits to support future growth Carmignac has built expertise to identify profitable companies over the long term through an Article 9 international equity fund: Carmignac Portfolio Grandchildren. The Fund's approach demonstrates our commitment to help investors build sustainable capital that will benefit not only themselves, but also future generations. 🔎 Discover the Fund → https://okt.to/7mSoaQ #assetmanagement #marketingcommunication #finance #investment #investinginyourinterest

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Pierre Beniguel, Portfolio Management, from our Multi-Sector Bond (MSB) team reviews the journey of market sentiment so far this year. He compares the relatively strong sentiment in Q1, driven by expectations of rate cuts from central banks, with the reversal of the strong sentiment in Q2, which was caused by stronger ISM manufacturing data and weaker than expected labour data. For further detail, watch here: https://okt.to/NAeqfW #twentyfourquarterlyupdate #multisectorbonds #fixedincome

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Learn more about Amundi's Q3 results below!

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Amundi US Chief Investment Officer, Marco Pirondini, discusses the importance of quality during times of geopolitical stress. Learn more below!

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Donald Trump victory: what are the key implications for investors? Learn more below.

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BLI - Banque de Luxembourg Investments has published the latest edition of ‘Perspectives’, its latest financial markets analysis. Topics of Q4/2024 amongst others: - The remarkable resilience of the US economy seems set to continue. - The rotation observed on stock markets in the third quarter is set to continue. - The main risk for stock markets at present is geopolitical. 👉 English version: https://lnkd.in/et9ACtNM 👉 Version française : https://lnkd.in/eN42GmQS 👉 Deutsche Version: https://lnkd.in/ezRiuiNv 👉 Nederlandse versie: https://lnkd.in/e-d6rMkz #financialmarkets #analyses #economy #investmentstrategies #recession #stockmarkets #assetmanagement #luxembourg

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Donald Trump victory: what are the key implications for investors? Learn more below.

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Impact investing may have originated in private markets, but it's gaining importance in public markets too. Our Positive Change strategy focuses not only on companies with strong social or environmental credentials, but also on those that can improve their impact through active ownership. #impact #global #equities

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Yesterday morning we organised the traditional bi-monthly webinar of the Amundi Liquidity Solutions team, this time focusing on the benefits that green bonds can bring to strategic cash allocation. Thanks to the introduction on the macro economic situation in the US and Eurozone by Valentine Ainouz and the focus on the ultra short term bond funds range article 8 and 9 SFDR by nathalie Coffre, Here is the link to listen to the webinar again: https://lnkd.in/emKB8RbN #strategiccash #liquiditysolutions #sfdr9 #greenbond #amundi

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