antoine briant

[antoine briant @antoine_019]

Trying to catch the falling knife... just bought ZBH4 @ 120_22/32

[antoine briant @antoine_019]

@RaclureOne tres instructif

[antoine briant @antoine_019]

ENG READERS: please find below the translation of the article published by https://t.co/23KPAvwJzm just before last week end. Ranking tables visible in below link to https://t.co/23KPAvwJzm

In markets that rose significantly (+12.…https://t.co/DcJLghezOw https://t.co/xnjnTDKgOu

[antoine briant @antoine_019]

ENG readers: translation coming on next week

Ce matin dans https://t.co/23KPAvwJzm, une présentation des résultats du 1er semestre 2023 sur amLeague EUROPE et GLOBAL LOW CARBON.

EUROPE top : Galilee Asset Management, FINANCIERE IRIS, Ecofi, DPAM, APICI…https://t.co/jPMLpmbzYm

[antoine briant @antoine_019]

Welcome to a new asset manager in the @amLeague_news EUROPE Equities battlefield : Heptagon Capital. Portfolio led by Christian Diebitsch, started on May 31, 2023.

More on Heptagon Capital here: https://t.co/ZeydaacsrU

FR speaking representative:…https://t.co/sKJXrvuEdx

[antoine briant @antoine_019]

amLeague EURO Equities YTD ranking: mixed results with a first half of asset managers (image below) around benchmark (Eurostoxx) , or just above average.

DPAM, Generali Investments, NN Investment Partners, Ecofi, La Française, BNP Paribas Asset Manage…https://t.co/9T218fH8H5

[antoine briant @antoine_019]

@amLeague_news updated YTD rankings for Global and Global #lowcarbon Equities sponsored by ERAFP (Établissement de Retraite additionnelle de la Fonction publique)

Good performers vs benchmarks (STOXX Ltd. (now part of Qontigo) 1800 NR and MSCI Inc. Glob…https://t.co/viRevjrH6m

[antoine briant @antoine_019]

The best EUROPE Equities asset managers on a YTD basis ? Here they are : Financière Galilée, APICIL Asset Management, Ecofi, BNP Paribas Asset Management, Prevaal Finance, FINANCIERE IRIS, DPAM, OSSIAM, Allianz Global Investors ....and @amLeague_news thro…https://t.co/HVs2K1jHZ1

[antoine briant @antoine_019]

ENG_Heads Up ! New portfolio managers for Prevaal Finance, one the current leader in Europe Equity amLeague competition. Morgane Monestier and Ewen Picaud just onboarding to open a new chapter for this 7+ years amLeague participant. Please fin more on Pre…https://t.co/0RS2kqc7UH

[antoine briant @antoine_019]

@amLeague_news YTD rankings as of APR 12, 2023: a big thumb for Sanso Investment Solutions leading both EURO & GLOBAL #lowcarbon (ERAFP (Établissement de Retraite additionnelle de la Fonction publique)) competitions, and a nice 3rd rank on GLOBAL Equity.…https://t.co/PsJPUjIgKu

[antoine briant @antoine_019]

Prenons la longue vue ! Paru aujourd'hui dans https://t.co/23KPAvxhoU, partenaire presse d'@amLeague_news, un article sur l'examen des performances Since Inception des catégories EUROPE et GLOBAL LOW CARBON Equities (sponsored by E…https://t.co/trWjhfV5BS https://t.co/B3Y9XU3cXE

[antoine briant @antoine_019]

@amLeague_news rankings (very) long term overview: too much used to publish YTD rankings, let's broaden the horizon ! SINCE INCEPTION rankings showing managers creating LT value for investors.

Strong congratulations to below asset managers: to be strong…https://t.co/hMXxZIRNhu

[antoine briant @antoine_019]

Hey @lucymaclucy , what a beautiful track record !

[Lucy Macdonald @lucymaclucy]

#CreditSuisse last 10 years: US tax fraud conspiracy, Forex manipulation, 1MDB scandal, Mozambique wire fraud, Bulgarian drug money laundering, US FCPA violation + heavy exposure to Greensill and Archegos. Cultural values include “Trust - Act with integrity at all times” #Values

[Lucy Macdonald @lucymaclucy]

#CreditSuisse last 10 years: US tax fraud conspiracy, Forex manipulation, 1MDB scandal, Mozambique wire fraud, Bulgarian drug money laundering, US FCPA violation + heavy exposure to Greensill and Archegos. Cultural values include “Trust - Act with integrity at all times” #Values

[antoine briant @antoine_019]

Just posted by @michaelburry on Twitter. Interesting for asset managers.

#amleague #activemanagersdocreatevalue #esg #lowcarbon https://t.co/AdfT9J6ARx

[antoine briant @antoine_019]

For those interested by the SVB story (#SiliconValleyBank ) BUT not familiar with interest rates management and basics on bank balnce sheets, EXCELLENT thread below by @MacroAlf

[Alf @MacroAlf]

SVB does not deserve a bailout.

A deep look at their financial statement reveals how horrific they were at risk management.

And in my opinion incompetence explains only part of it.

Moral hazard must have been at play.

A thread.

1/

[antoine briant @antoine_019]

@amLeague_news YTD rankings as of FEB 28, 2023. #activemanagers in a better shape than during 2022: all average performances close to benchmark, a big 40 to 50% of prtfolios above. But not yet the U Turn to active managers clearcly above market.

See ran…https://t.co/rokgFgesem

[antoine briant @antoine_019]

What are doing #active asset managers during this 2023 rallye ? Some impressive results (see pictures below #data #assetmanagement ). We also present complete #ESG ratings calculated up from ALPHAVALUE Data

First ranked: Financière Galilée, Ecofi, DPAM,…https://t.co/vnyX47GUU1

[antoine briant @antoine_019]

@amLeague_news last 2 posts dedicated to 2022 rankings hit a record #views. To get a reminder : https://t.co/G7oQP9pQPN.

We now highlight the 2022 winners (1st, 2nd and 3rd) by asset class (all equities)

EURO : Invesco EMEA, Finaltis, Edmond de Rothsc…https://t.co/D81ok3nkyQ

[antoine briant @antoine_019]

Yes it Will come. But it isn't for 'now'. You underestimate the printer capabilities

[Kim Dotcom @KimDotcom]

You’re witnessing the accelerated fall of an empire. This year expect major escalation with Russia and China for driving global de-dollarization. When the US can no longer fund its debt with money printing it will collapse under the weight of its current debt. It’s happening now.