Smart Lenders Asset Management
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TEAM

Erich Bonnet

Erich Bonnet

Arnaud Beyssen

Arnaud Beyssen

Jerome Camblain

Jerome Camblain

Jerome Huillard

Jerome Huillard

Anton Fogelman

Anton Fogelman

Nathania Kosol

Nathania Kosol

Thomas Clark

Thomas Clark

Bastien Lextrait

Bastien Lextrait

Nicolas Chatellet

Nicolas Chatellet

Walid Ziyate

Walid Ziyate

Caroline Bubreg

Caroline Bubreg

Jean Estivin

Jean Estivin

Delphine Lefebvre

Delphine Lefebvre

About Smart Lenders Asset Management
Smart Lenders Asset Management SAS is a company incorporated in France with registered number 832482095 whose registered office is at 109 Boulevard Haussmann F-75008 Paris, France. Smart Lenders Asset Management SAS is authorised and regulated by the Authorité des Marchés Financiers (AMF) under number GP-17000031.

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US consumers are in good financial shape, with a lot of employment opportunities and record high savings. ft.com/content/9e52ad…

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18:32 · 24/05/2022
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SmartLenders
SmartLenders
@Smart_Lenders

USD 3-year swap rate seems to have peaked. All the future Fed's funds rate increases are already priced in that curve. The bond market investors should breathe. The performance resilience of our SICAV comes from a mix of ultra short duration and high lending rates. pic.twitter.com/ZBf2SKaagC

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18:20 · 24/05/2022
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SmartLenders
SmartLenders
@Smart_Lenders

Strong retail sales report. US consumers have strength. No recession ahead. Consumer loan funds good visibility- after small price adjustments (very short duration, but fixed income nevertheless) Chart from @jasonfurman pic.twitter.com/aiCXvmags4

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06:31 · 18/05/2022
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