Bank loans and high-yield bonds both offer attractive yields in the credit market today. For investors hunting for yield, it is hence important to understand the differences between these two instruments and the caveats to bear in mind when comparing them.
The current development in Ukraine illustrates once again the massive cost of low vigilance in the defense of human rights. Read Yves Choueifaty’s perspective on the current situation and TOBAM’s commitment to human rights.
“Portfolio Rho-Presentativity” to be presented at the 12th Annual Financial Risks International Forum
We are very proud to announce that TOBAM will be presenting our new research paper titled “Portfolio Rho–Presentativity” at the 12th Annual Financial Risks International Forum which will take place in Paris on the 18th & 19th of March. This year’s forum will focus on “Low Interest Rate Environment: Search for Yield, Risk Management and…
The investment management industry relies on foundations and pillars which strongly influence beliefs and decision making. Whilst some are robust and strongly defined, others are either flawed or not well defined, which leads to misunderstandings. The objective of this note is to discuss some of these myths or misunderstandings and their consequences.
Yves Choueifaty’s Face to Face Profile in FTfm by Sophia Grene: TOBAM’s President and Founder discusses the role of active managers, benchmarks, markets efficiency and risk premium.
Yves Choueifaty is a member of the 300 Club, a group of leading investment professionals from across the globe who have joined together to respond to an urgent need to raise unconfortable and fundamental questions about the very foundations of the investment industry and investing. Find below a white paper on the role of core…
Yves Choueifaty, President and Founder of TOBAM, explains why concepts such as “smart beta” or “neutral portfolio” require clear definitions and how the Maximum Diversification approach answers the need for beta. What is your definition of Smart Beta? What makes a Beta Smart? TOBAM is one of the founders of what has been called by…