As head of equity solutions research, EMEA , Jean-Maurice conducts research to support MSCI indexes as well as risk models. Previously, he was global head of quantitative solutions at Coutts and had been Coutts’ head of investment strategy in Europe. He also worked at Barclays Wealth and BNP Paribas Asset Management. Jean-Maurice holds a Masters degree in Economics and Statistics from ENSAE in France and is a CFA charterholder and an actuary.
Research and Insights
Articles by Jean-Maurice Ladure
Which Factors Rose with the Price of Oil?Blog | Mar 8, 2022 |
Personalizing Climate-Focused Wealth Management Portfolios6 mins read Blog | Jan 24, 2022 |
A climate-first approach can help wealth managers tailor portfolios to the unique preferences of clients who want their investments to slow climate change or create positive impact while furthering their financial objectives and appetite for risk.
Which Companies Lost Most in Europe’s Lost Decade?5 mins read Blog | Dec 14, 2021 |
If uncertainties over deglobalization persists, the performance divide between Europe and the U.S. could widen further. Have European firms been more at risk, given they have had more international revenue than U.S. companies?
Hedging Inflation with Equities6 mins read Blog | Jul 16, 2021 |
Equities have traditionally been viewed as a hedge against inflation, based on the assumption that companies’ revenues adjust for inflation over time. But what has been the short-term impact on equity portfolios?
An ‘ESG-First’ Approach to Portfolio Construction8 mins read Blog | Jan 19, 2021 |
A new administration in the U.S. and ESG-related regulations in Europe may further increase investors’ sustainability focus. We examine an “ESG-first” approach to integrating measurable ESG and climate considerations into portfolios.
Accounting for Revenue Sources Tells a Richer Story6 mins read Blog | Dec 11, 2020 |
Despite North America’s outsized weighting in the MSCI ACWI Index, companies in the index generated only 30% of their global revenues there. We explore how examining revenue sources may help uncover opportunities of economic growth around the world.
Can diversification help weather the coronavirus storm?Blog | Apr 16, 2020 |
Whether investors include a tactical approach or invest strategically for the long term, diversifying across factors, sectors and geographies has historically played an important role in portfolio construction.
Emerging market country allocation mattersBlog | Nov 6, 2019 |
Investors with strong convictions on emerging markets might consider an approach allowing tilts toward or away from specific themes, such as active allocation to single-country index-based funds. We explore considerations linked with this approach.
Beware high dividend yield trapsBlog | Oct 23, 2019 |
During low interest-rate, high-volatility environments, some investors have turned to high dividend-paying stocks. However, overly simplistic approaches to selecting dividend-paying securities exposed investors to potential “yield traps.” Could these traps have been avoided?
Is Europe more than the sum of its parts?Blog | Oct 7, 2019 |
Investors have a choice between investing in European stocks regionally or through local-country index-based portfolios. What are the pros and cons?
Brexit and the Risks of Home BiasBlog | Jan 11, 2019 |
Every so often, a country can be hit by a negative event — a tidal wave, a terrorist attack, a political uproar.