Hi [[ session.user.profile.firstName ]]

BL Bond Emerging Markets Dollar - 3ème trimestre 2020 – Strategy Update

Durant cette conférence, Jean-Philippe Donge présentera le Fonds BL Bond Emerging Markets Dollar. Ce fonds obligataire investit sur l’ensemble de l’univers émergent en dollar (obligations souveraines et d’entreprise). La stratégie est axée sur les principes de durabilité en combinant 2 approches : optimisation ESG de la poche d’obligations souveraines et gestion d’impact (impact liquide via green bonds et impact alternatif via la microfinance).
L’approche implémentée, fidèle à l’ADN de BLI qui met l’accent sur la réduction du risque de baisse, est relativement conservatrice.
Un focus sera fait sur la manière dont l’équipe de gestion intègre les ODD à son processus d’investissement.
Recorded Oct 20 2020 33 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Jean-Philippe DONGE - Fund Manager
Presentation preview: BL Bond Emerging Markets Dollar - 3ème trimestre 2020 – Strategy Update

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • FFG Global Flexible Sustainable – 3rd quarter 2020 – Strategy Update Recorded: Oct 30 2020 75 mins
    Guy WAGNER - Fund Manager and Nicolas Crochet - Co-CEO of Funds for Good
    Guy Wagner presents the FFG Global Flexible Sustainable fund, resulting from a partnership between two entities: Funds For Goods S.A. (FFG) which acts as initiator / distribution coordinator of the strategy and BLI - Banque de Luxembourg Investments S.A. (BLI) which acts as portfolio manager.

    An introduction will be done by Nicolas Crochet Co-CEO of Funds for Good.

    The Fund’s investment strategy is similar to the one applied to the BL Global Flexible EUR Fund, namely the flexible allocation between generally negatively correlated asset classes that tend to perform well in different market environments. A specific ESG policy is also implemented. Furthermore, through the Funds for Good Foundation, Funds for Good is committed to use at least 10% of the generated income to fight against job insecurity by allocating honorary loans to unemployed people with a viable entrepreneurial project.
  • FFG Global Flexible Sustainable – 3ème trimestre 2020 – Strategy Update Recorded: Oct 29 2020 67 mins
    Guy WAGNER - Gérant du fonds et Nicolas Crochet - Co-CEO de Funds for Good
    Guy Wagner présente le fonds FFG Global Flexible Sustainable qui résulte d’un partenariat entre deux entités : Funds For Goods S.A. (FFG) qui agit en tant qu’initiateur / coordinateur de distribution de la stratégie et BLI – Banque de Luxembourg Investments S.A. (BLI) qui agit en tant que gérant de portefeuille.

    La gestion financière du fonds est calquée sur celle opérée au sein de notre fonds BL-Global Flexible EUR à savoir l’allocation flexible entre des classes d’actifs généralement négativement corrélées qui tendent à bien se comporter dans des environnements de marché différents. Une politique ESG spécifique est également mise en place Par ailleurs, au travers de la Fondation Funds for Good, Funds for Good s’engage à utilisant au minimum 10% des revenus générés à la lutte contre la précarisation au travers l’allocation de prêts d’honneur à des personnes sans emploi porteuses d’un projet entrepreneurial durable.
  • BL Sustainable Horizon – 3ème trimestre 2020 – Strategy Update Recorded: Oct 29 2020 23 mins
    Joël REULAND - Fund Manager
    Joël Reuland présente son fonds qui est géré au travers d’une stratégie bottom-up, de conviction et orientée vers le long terme visant à investir dans des entreprises de qualité dotées d’un avantage compétitif fort et tangible, de solides perspectives de croissance tout en présentant un profil ESG supérieur à la moyenne et des valorisations attractives.

    La solidité de l’approche implémentée a été récemment confirmée par l’obtention des labels Luxflag au Luxembourg et ISR en France.
  • BL Emerging Markets - 3rd quarter 2020 - Strategy Update Recorded: Oct 28 2020 37 mins
    Marc ERPELDING - Fund Manager
    Watch our upcoming LIVE-Webinar with Marc Erpelding, presenting an update of his fund BL Emerging Markets.

    The Fund is a flexible equity strategy that may invest between 60% and 100% in equities from global emerging markets. Allocation to equity is function of the availability of attractively valued quality businesses. The balance is held in cash and emerging markets government bonds.
    The stock selection is done through BLI’s long-term and conviction-based investment approach “Business-Like Investing”.
  • BL Equities Japan - 3rd quarter 2020 - Strategy Update Recorded: Oct 28 2020 37 mins
    Steve GLOD - Fund Manager
    Watch our upcoming LIVE-Webinar with Steve Glod, presenting an update of his fund BL Equities Japan.

    The Fund invests actively in a selection of Japanese companies selected through BLI’s long-term and conviction-based investment approach “Business-Like Investing” that favours quality companies benefiting from strong and sustainable competitive advantage(s), and from a solid free cash flow generation potential while trading at a reasonable valuation.
  • BL European Smaller Companies - 3rd quarter 2020 - Strategy Update Recorded: Oct 27 2020 24 mins
    Tom MICHELS - Fund Manager
    Watch our upcoming LIVE-Webinar with Tom MICHELS, presenting his fund BL European Smaller Companies.

    The Fund provides exposure to the dynamic market segment of European small- and mid-cap companies while relying on BLI’s long-term and conviction based investment approach “Business-Like Investing” that favours quality companies benefiting from strong and sustainable competitive advantage(s), and from a solid free cash flow generation potential while trading at a reasonable valuation.
  • BL European Family Businesses - 3rd quarter 2020 - Strategy Update Recorded: Oct 27 2020 44 mins
    Ivan BOUILLOT - Fund Manager
    Watch our upcoming LIVE-Webinar with Ivan Bouillot, presenting an update of his fund BL European Family Businesses.

    Through a long-term and benchmark agnostic perspective, Ivan Bouillot targets European companies with a strong family foothold benefiting from high quality features and sustainable competitive advantage(s).
  • BL Equities Dividend - 3rd quarter 2020 - Strategy update Recorded: Oct 22 2020 23 mins
    Jérémie FASTNACHT - Fund Manager
    BL Equities Dividend differentiates itself as its primary focus is not to simply get exposure to high-dividend paying companies but first to look for high-quality companies whose business model is strong, understandable and sustained by tangible competitive advantages. Only then, does it select those that are paying attractive, sustainable and growing dividends.
  • BL Equities America - 3rd quarter 2020 - Strategy update Recorded: Oct 21 2020 20 mins
    Luc BAULER - Fund Manager
    Watch our upcoming LIVE-Webinar with Luc Bauler, presenting his fund BL Equities America.

    The Fund invests actively in a selection of US large cap companies selected through BLI’s long-term and conviction-based investment approach “Business-Like Investing” that favours quality companies benefiting from strong and sustainable competitive advantage(s), and from a solid free cash flow generation potential while trading at a reasonable valuation.
  • BL American Smaller Companies - 3rd quarter 2020 - Strategy update Recorded: Oct 21 2020 22 mins
    Henrik BLOHM - Fund Manager
    Watch our upcoming LIVE-Webinar with Henrik Blohm, presenting a strategy update of his fund BL American Smaller Companies.

    The Fund provides exposure to the dynamic market segment of US small- and mid-cap companies while relying on BLI’s long-term and conviction based investment approach “Business-Like Investing” that favours quality companies benefiting from strong and sustainable competitive advantage(s), and from a solid free cash flow generation potential while trading at a reasonable valuation.
  • BL Bond Emerging Markets Dollar - 3ème trimestre 2020 – Strategy Update Recorded: Oct 20 2020 33 mins
    Jean-Philippe DONGE - Fund Manager
    Durant cette conférence, Jean-Philippe Donge présentera le Fonds BL Bond Emerging Markets Dollar. Ce fonds obligataire investit sur l’ensemble de l’univers émergent en dollar (obligations souveraines et d’entreprise). La stratégie est axée sur les principes de durabilité en combinant 2 approches : optimisation ESG de la poche d’obligations souveraines et gestion d’impact (impact liquide via green bonds et impact alternatif via la microfinance).
    L’approche implémentée, fidèle à l’ADN de BLI qui met l’accent sur la réduction du risque de baisse, est relativement conservatrice.
    Un focus sera fait sur la manière dont l’équipe de gestion intègre les ODD à son processus d’investissement.
  • BL Global Flexible EUR – 3ème trimestre 2020 – Strategy Update Recorded: Oct 15 2020 53 mins
    Guy WAGNER - Fund Manager, CIO
    BLI est heureux de vous convier à sa conference téléphonique en Français sur son fonds phare BL Global Flexible EUR.

    Durant cette conférence, après un bref rappel des principaux principes qui guident son approche d’investissement, le gérant fera un point sur sa stratégie en termes de performances, de changements dans le portefeuille et de positionnement.

    La présentation se fera en français, un résumé sera publié en français ainsi qu’en anglais.
  • BL Global Flexible EUR - 3rd quarter 2020 - Strategy update Recorded: Oct 15 2020 57 mins
    Guy WAGNER - Fund Manager, CIO
    Watch our upcoming LIVE-Webinar with Guy Wagner, presenting an update of his fund BL Global Flexible.

    The Fund aims to generate attractive long-term real returns through a flexible asset allocation by combining asset classes (equities, fixed income, gold and cash) that tend to be negatively correlated that do well in different economic environments.
  • BL Equities Europe - 3rd quarter 2020 - Strategy Update Recorded: Oct 13 2020 30 mins
    Ivan BOUILLOT - Fund Manager
    Watch our upcoming LIVE-Webinar with Ivan Bouillot, presenting an update of his fund BL Equities Europe.

    The Fund invests actively in a selection of European companies selected through BLI’s long-term and conviction-based investment approach “Business-Like Investing” that favours quality companies benefiting from strong and sustainable competitive advantage(s), and from a solid free cash flow generation potential while trading at a reasonable valuation.
  • Guy Wagner: Perspectives macro-économiques et point sur le BL Global Flexible Recorded: Sep 22 2020 83 mins
    Guy Wagner - CIO et gérant
    BLI est heureux de vous convier à la conférence téléphonique de son CIO et gérant Guy Wagner. Durant cette présentation, Guy Wagner abordera ses perspectives pour cette fin d’année, il fera également un point sur la gestion du fonds phare BL Global Flexible EUR, notamment en termes de performances, de positionnement et de changements dans le portefeuille.
  • Profiling Emerging markets sustainability Recorded: Jun 25 2020 2 mins
    Maxime Smekens - Emerging Markets Research Analyst
    Short presentation of BLI's methodology to monitor the sustainability characteristics of emerging countries.
  • Update on BL Equities Dividend Recorded: May 28 2020 31 mins
    Jérémie FASTNACHT - Fund Manager
    BL-Equities Dividend differentiates itself as its primary focus is not to simply get exposure to high-dividend paying companies but first to look for high-quality companies whose business model is strong, understandable and sustained by tangible competitive advantages. Only then, does it select those that are paying attractive, sustainable and growing dividends.
  • BL Equities America - Investing in US Large Caps Recorded: May 7 2020 20 mins
    Luc BAULER - Fund Manager
    Watch our upcoming LIVE-Webinar with Luc Bauler, presenting his fund BL Equities America.

    The Fund invests actively in a selection of US large cap companies selected through BLI’s long-term and conviction-based investment approach “Business-Like Investing” that favours quality companies benefiting from strong and sustainable competitive advantage(s), and from a solid free cash flow generation potential while trading at a reasonable valuation.
  • BL US Smaller Companies – Investing in US Small- and Mid-cap companies Recorded: May 7 2020 21 mins
    Henrik BLOHM - Fund Manager
    Watch our upcoming LIVE-Webinar with Henrik Blohm, presenting a strategy update of his fund BL American Smaller Companies.

    The Fund provides exposure to the dynamic market segment of US small- and mid-cap companies while relying on BLI’s long-term and conviction based investment approach “Business-Like Investing” that favours quality companies benefiting from strong and sustainable competitive advantage(s), and from a solid free cash flow generation potential while trading at a reasonable valuation.
  • FFG Global Flexible Sustainable – Gestion financière et génération d’impact Recorded: May 6 2020 56 mins
    Guy WAGNER - Fund Manager, CIO
    Guy Wagner présente le fonds FFG Global Flexible Sustainable qui résulte d’un partenariat entre deux entités : Funds For Goods S.A. (FFG) qui agit en tant qu’initiateur / coordinateur de distribution de la stratégie et BLI – Banque de Luxembourg Investments S.A. (BLI) qui agit en tant que gérant de portefeuille.
    La gestion financière du fonds est calquée sur celle opérée au sein de notre fonds BL-Global Flexible EUR à savoir l’allocation flexible entre des classes d’actifs généralement négativement corrélées qui tendent à bien se comporter dans des environnements de marché différents. Une politique ESG spécifique est également mise en place Par ailleurs, au travers de la Fondation Funds for Good, Funds for Good s’engage à utilisant au minimum 10% des revenus générés à la lutte contre la précarisation au travers l’allocation de prêts d’honneur à des personnes sans emploi porteuses d’un projet entrepreneurial durable.
BLI : Simple Ideas for a Complex World
We take an entrepreneurial approach when it comes to investing in equities. We consider an investment in a company as a financial stake in a business, rather than just holding shares. As entrepreneurs, this approach helps us to identify quality companies with a tangible competitive advantage that produces a high level of profitability and the prospect of strong free cash flow. Such companies have the potential to create long-term value for their shareholders.


This methodology is based on decades of experience in wealth management. Consistent long-term performance regularly attracts numerous awards.

Our fund range tends to deliver an attractive risk-return profile.


Please contact us: manuelle.krauss@bli.lu

www.bli.lu

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: BL Bond Emerging Markets Dollar - 3ème trimestre 2020 – Strategy Update
  • Live at: Oct 20 2020 8:00 am
  • Presented by: Jean-Philippe DONGE - Fund Manager
  • From:
Your email has been sent.
or close