Matthieu Rolin joined Aviva Investors France in 2015 and covers US equities.  He was previously a senior portfolio manager at SwissLife Banque Privée (2010 – 2015) and a senior fund manager at Olympia Capital (2004 – 2010).  He has a Masters in Banking and Finance from Université Lumière (Lyon II) and SKEMA Bachelor.

Aviva is one of the world’s largest insurance groups with global assets of >$630 billion.  It is also France’s third largest multi-line insurer and has ~$50 billion under management.

How is Aviva Investors France positioned in the French investment management industry?
“We are a top 10 asset manager in France in terms of AUM.  We invest in all asset classes – equities, fixed income, real estate, multi asset and some alternative investments.  There are 35 in the investment team – portfolio managers and analysts and we also share resources with other Aviva offices around the world.  For example, there are nine analysts in the US, eight in London, two in Singapore and one in Toronto plus the four analysts we have in Paris.”

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Robert Alster joined Close Brothers Asset Management in 2014 as Head of Research. He also is responsible for research coverage of three equity sectors: global autos, aerospace and construction companies.

Prior to joining Close Brothers Asset Management, Robert was head of European and UK Growth Equities at AllianceBernstein, where he worked between 2003 – 2013. Prior to that, he worked at UBS Brinson, American Express Asset Management, and Fleming Investment Management. He also has eight years of experience within industry.

Close Brothers Group plc is a leading UK merchant banking group listed on the London Stock Exchange. The business was founded in 1878 by William Brooks Close, initially providing farm mortgages in Iowa and financing the first railway in Alaska. Its asset management division, Close Brothers Asset Management (CBAM) has AUM of £10billion and manages assets for private clients and their families, institutions, charities and foundations.

Describe Close Brothers Asset Management

“We see ourselves as an active, global, multi-asset private wealth manager, with experienced investment professionals operating within an institutional investment framework.”

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We see evidence for a continuation of the bull market in the US which can be found by looking at the strength in the US economy and US companies. While the headlines on poor housing data and a slowly recovering labour market seem to get the most air time, lead indicators for the US economy are telling a very different story. US companies are in great shape, for several quarters earnings estimates have surpassed expectations by a wide margin. We are now approaching the first quarter earnings season and the most recent releases from Accenture and Oracle imply the surprise trend is still intact and in addition, US corporate balance sheets are pristine. In addition to monetary expansion we have witnessed a rotation by investors out of other assets into equities which will provide fuel for the next stage of the bull market. A key driver for this will be valuation differences between assets. While there are clearly negatives such as the oil price, the level of the US dollar and the \\\’QE2 exit\\\’, we believe there remains much upside to the current US market

we maintain our bullish outlook on the North American equity sector and this seems to be backed up by strong flows into the sector, not only from US investors but also now here in the UK.