Julien S. Halfon (@halfonjulien) 's Twitter Profile
Julien S. Halfon

@halfonjulien

Investment and risk management specialist with environment interests. The views are my own. RT not endorsements. @Wharton @saishopkins

ID: 2625963400

linkhttps://www.linkedin.com/hp?trk=nav_responsive_tab_home&_mSplash=1 calendar_today20-06-2014 15:33:45

14,14K Tweet

10,10K Followers

8,8K Following

Julien S. Halfon (@halfonjulien) 's Twitter Profile Photo

Are AT1 #bonds designed to be part of permanent equity for banks? Matt Scott shares his perspective on AT1 bonds, biodiversity and the challenge in trying to contain inflation. bit.ly/3Ovw4vB #investing #markets pic.x.com/bnTeUiwBDX

Julien S. Halfon (@halfonjulien) 's Twitter Profile Photo

The sale of First Republic Bank to JP Morgan put the spotlight back on the banking sector with fears that other regional lenders may follow a similar fate. bit.ly/45hX73n #economy #banking pic.x.com/SZhyLTjaSC

Julien S. Halfon (@halfonjulien) 's Twitter Profile Photo

What's the big idea? Amit Popat discusses the importance in sourcing high-quality managers and how it can potentially deliver greater returns. Listen to the full session. bit.ly/45mOHYt #investing x.com/Mercer_INV/sta…

Julien S. Halfon (@halfonjulien) 's Twitter Profile Photo

Hear Angelika Delen discuss how #innovation is a key ingredient when it comes to #ImpactInvesting with Silvia Ruprecht and @CaraBWilliams. Listen to the full podcast here: bit.ly/3MKJ1jM #investing x.com/Mercer_INV/sta…

Julien S. Halfon (@halfonjulien) 's Twitter Profile Photo

Join key stakeholders, industry experts and other influential thinkers June 5-7 in Atlanta to hear what we can learn from recent history and the key themes that are likely to shape #markets and #investment practices. bit.ly/3BMYSIk #investing #… pic.x.com/0r8VoNgXSj

Julien S. Halfon (@halfonjulien) 's Twitter Profile Photo

We are proud to co-host #ImpactDays2023 June 1-2 with Impact Hub Vienna. Don’t miss @CaraBWilliams and Angelika Delen for thought-provoking panels and keynote speeches, and help #investing with intent! Register here: bit.ly/42VKlpz #ImactInves… pic.x.com/ACX3BfdENx

Julien S. Halfon (@halfonjulien) 's Twitter Profile Photo

Equities have had a strong start to the year with US #equities up nearly 8%. However, the rally isn’t broad based. Our analysis shows the US equity market returns have been dominated by 5 stocks (Apple, Microsoft, Amazon, Nvidia and Alphabet). … pic.x.com/ojrN7W37Jr

Julien S. Halfon (@halfonjulien) 's Twitter Profile Photo

We're discussing the potential opportunities with credit secondaries and other asset class secondaries from both the buy and sell side with David Scopelliti, Benjamin Baumann and host Zeenat Patel. Register now: bit.ly/3owF0pM #MercerLive #Priva… pic.x.com/gQFJiNdPsI

Julien S. Halfon (@halfonjulien) 's Twitter Profile Photo

In 2022, both equity and bond #markets saw heavy sell-offs. Against this extraordinary backdrop, #HedgeFunds turned out to be fairly resilient. Hear the importance in having a diversified basket of different strategies, approaches and managers. … x.com/Mercer_INV/sta…

Julien S. Halfon (@halfonjulien) 's Twitter Profile Photo

We're pleased to announce Doris Kearns Goodwin as our keynote speaker at the Global Investment Forum in Atlanta. She will reflect on how better hindsight can lead to clearer foresight, and what history can teach us about our future. … pic.x.com/xKunvP7M3j

Julien S. Halfon (@halfonjulien) 's Twitter Profile Photo

Looking to invest with purpose? Explore how we can help you build a robust impact strategy tailored to your ambitions, sourcing opportunities and #innovation. bit.ly/3MlY6qw #investing #ESG #sustainability x.com/Mercer_INV/sta…

Julien S. Halfon (@halfonjulien) 's Twitter Profile Photo

The global #economy is slowing but remains resilient and global inflation rates are falling but perhaps not fast enough. Broadly, central banks are pausing and assessing. Join Rupert Watson and Rachel Volynsky as they explore the mid-year outlook. … pic.x.com/JdGQejVpCf

Julien S. Halfon (@halfonjulien) 's Twitter Profile Photo

Thrilled to participate to a webinar with my esteemed colleagues Sergey Pergamentsev and Claire Gawer on the diversification of private portfolio. BNP Paribas Asset Management #privateassets #diversification #portfoliomanagement #portfolioconstruction lnkd.in/eRpewYuX

Élisabeth BORNE (@elisabeth_borne) 's Twitter Profile Photo

Après le Sénat, l'Assemblée nationale adopte à une large majorité le projet de loi sur l'industrie verte. Une avancée majeure vers une réindustrialisation durable et responsable de notre pays en faveur de la transition écologique ! #FranceNationVerte

Après le Sénat, l'Assemblée nationale adopte à une large majorité le projet de loi sur l'industrie verte.

Une avancée majeure vers une réindustrialisation durable et responsable de notre pays en faveur de la transition écologique !
#FranceNationVerte
Julien S. Halfon (@halfonjulien) 's Twitter Profile Photo

BNP Paribas Asset Management is organising an event on #decommissioning during the #LCAW2025. #nuclear, #oilgas, #mining, #industry, #financialinstitutions, #government, #operators and #NGOs, #ecosystem #energytransition londonclimateactionweek.org/event/decommis…

Julien S. Halfon (@halfonjulien) 's Twitter Profile Photo

Following BNPP AM’s #globaldecommissioningsummit held at the Tate Modern as part of #londonclinateactionweek, we would like to share a #WhitePaper on the #Decommissioning and #EnergyTransition of the #oilandgas installations in the #NorthSea. lnkd.in/eBcs2txP

Julien S. Halfon (@halfonjulien) 's Twitter Profile Photo

Please find below the link to a paper (June 2025) examining the growing detrimental impact of #decommissioning liabilities on corporate balance sheets according to BNPP AM's latest research. #environment #oilandgas #Mining #nuclearpower lnkd.in/eqEjWiNc