RAM Active Investments joins the Net Zero Asset Managers initative alongside 40 new signatories! Trough in-depth monitoring of CO2 emissions of companies we invest in, and limiting investments in fossil fuel, we aim to have a positive impact on the climate. Although we manage different type of products in terms of ESG integration according to the Sustainable Finance Disclosure Regulation, we thrive to reduce Carbon Emissions of our investment portfolios. Since 2019 we reduce our overall carbon footprint (scope 1 and 2) by more than half and we expect to reduce rapidly our impact further within the RAM Systematic equity range as well as within our fixed income portfolios.
Investors continue not to be remunerated for holding safe assets such as US Treasuries when adjusted for inflation. Given the strong growth outlook for this year, this configuration sends a rather disturbing message to the market consensus which is largely taking into account the reinforcement of the recovery with the reopening of economies. Clearly, we agree that the very high level of debt is structurally constraining real rates. Some market pundits also argue that central banks have distorted so many measures that real rates do not necessarily reflect the economic growth under way. Let’s have a look at a more relevant and less distorted gauge of real interest rates
We are delighted to announce that our strategy has been recognized as the best performing strategy in its category by the Hedge Fund Journal over 3, 5 and 7 years periods.
We harness opportunity through collaboration. In a diverse world of markets and asset classes. Equity and fixed income. Systematic and Tactical. Disciplined and personal. Our fusion of inquiring minds and entrepreneurial spirit works in sync with technology at the leading edge of innovation. Proudly independent, and consistently focused on returns, we work nimbly and responsively to do one thing – deliver you the highest performance.
