For the fourth episode of Transitions, we discussed the fundamentals of equity portfolio management in the midst of an uncertain world facing multiple transitions with Frédéric Leguay, Head of Fundamental Equities, and Juan Sebastian Caicedo, International Equities portfolio manager.

Transitions podcast
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Solvency II Reform: Impacts on the Real Economy?
Reading time : 15 min.
INSIGHTS MARKETS
With the upcoming entry into force of the Solvency II reform, the European regulator aims to enable insurers to increase their contribution to financing the European economy.As stated by the European Commission as the first objective: “[Solvency II Delegated Regulation will]1. help insurers provide more long‑term financing to the real economy, supporting the objectives of the savings and investments union.This will encourage long‑term investments and increase investment capacity by making the valuation of long‑term liabilities less volatile and more predictable.To what extent will these objectives be achieved?
06/02/2026
Reserved for pros
MyStratWeekly – May 26th 2026
Podcast
Reading time : 30 min.
NEWS MARKETS
Read our market review and find out all about our theme of the week in MyStratWeekly and its podcast with our experts Axel Botte, Aline Goupil-Raguénès and Zouhoure Bousbih.
05/26/2026
Reserved for pros
MySustainableCorner – May 2026
Reading time : 5 min.
INSIGHTS CSR / ESG
Every month, find out all about the sustainable market bonds news in our newsletter "MySustainableCorner".
05/22/2026
Reserved for pros