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April 20

Note BofA Merrill Lynch April Fund Manager Survey finds investors turning to Eurozone stocks from U.S. equities

Investors are turning to Eurozone stocks from U.S. equities, the fifth largest rotation since 1999, despite the coming French election. Allocation to Eurozone equities rises to 15-month highs (net 48% overweight)...

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M&A in Asia shows signs of maturity

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Central banks face common challenges in providing liquidity assistance - report

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April 5

Note CFA Institute Study Reveals Leaders Must Transform if Investment Industry is to Thrive

The Future State of the Investment Profession study released today by CFA Institute describes an industry at an existential crossroads. It warns that investment industry leaders who fail to transform their business models may jeopardize the future of their (...)

March 23

Note BofA Merrill Lynch March Fund Manager Survey finds investors in a bullish holding pattern

A record number of investors (net 34%) find equities to be overvalued, the most in 17 years; the US is identified as the most overvalued region (net 81%), while EM equities (net 44%) and Eurozone equities (net 23%) are seen as (...)

March 22

Note Private Debt Industry Assets Approach $600bn

The private debt industry has continued to grow in recent years, and as of the end of H1 2016 reached a record $595bn in assets under management. Launched today, the 2017 Preqin Global Private Debt Report finds that both the level of capital available to fund managers (‘dry (...)

March 16

Note Institutional investors embrace risk in pursuit of better returns and yield, finds Natixis Global Asset Management Survey

Key strategies include growing use of private investments, illiquid assets, increased exposure to alternatives and greater reliance on risk budgeting and diversification...

March 13

Note Investors and Managers Share Views on Trump, Le Pen, Technology and the Future of the Alternative Investment Industry in CAIS 2017 Survey

44% believe Trump administration represents the biggest global risk in 2017

February 20

Note Global Pension Assets Study 2017

The 2017 Global Pension Assets Study covers 22 major pension markets (the P22), which total USD 36,435 billion in pension assets and account for 62.0% of the GDP of these economies. China, Finland and Italy were added to this year’s study. A deeper analysis was performed for (...)

February 3

Note Institutional investors put cash to work in 2017

Large institutional investors are set to put cash to work in 2017, a BlackRock survey has found. One in four (25%) institutions surveyed intend to decrease their cash allocations during the year, nearly twice as many as those who plan to increase their cash holdings (...)

January 10

Note Quality shines through as M&A deal volumes fall globally

The latest Quarterly Deal Performance Monitor (QDPM) from Willis Towers Watson suggests a significant slowing of deal volumes in the fourth quarter of the year, however, those that did close were high performing and showed an outperformance of 0.4pp over the index*. On an (...)

January 2

Note Frontier markets – the richly diverse path to yield

Credit Suisse Research Institute launches “The Next Frontier” report and the Credit Suisse Frontier Markets group of 30 countries, accounting for USD 3.7 trillion of economic output

December 2016

Note World’s largest institutional investors expecting more asset allocation changes over next two years than in the past

Institutional investors worldwide are expecting to make more asset allocation changes in the next one to two years than in 2012 and 2014, according to the new Fidelity® Global Institutional Investor Survey.

November 2016

Note US dividend growth slows to post-crisis low

Global dividends fell to $281.7bn in the third quarter, down 4.0% year-on-year, according to the Henderson Global Dividend Index. Lower US special dividends made a significant impact to the headline rate, but underlying US dividend growth has also (...)

November 2016

Note EDHEC-Risk Institute suggests a new dynamic approach for measuring the market exposures of stock portfolios

Multi-factor models are standard tools for analysing the performance and the risk of equity portfolios. In addition to analysing the impact of common factors, equity portfolio managers are also interested in analysing the role of stock-specific attributes in explaining (...)

November 2016

Note SimCorp Survey Reveals Optimism Among Investment Managers About Own Growth Prospects

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, today released a survey, which shows significant assets under management (AuM) and revenue growth expectations from investment managers in the next three (...)

November 2016

Note World’s largest fund managers see first decline in assets since 2011

Assets managed by the world’s largest 500 asset managers fell in 2015 for the first time since 2011, according to the Pensions & Investments / Willis Towers Watson World 500 research. Total assets under management (AUM) were down 1.7% to US$ 76.7 trillion at the end of (...)

November 2016

Note India – the fundamental investment case

Bottlenecks’ that have hampered India’s development are easing. India is playing catch up, and is catching up fast. Election of Narendra Modi has rebooted stalled projects, sparked new reforms. India’s domestic economy and growing middle class are the key long-term (...)

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Note Retail fund distribution in the midst of major changes according to CACEIS and PwC report

CACEIS and PwC Luxembourg joined forces to release a new report, entitled Reshaping retail fund distribution - Winning strategies and tactics in a disrupted environment.

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Note Financial markets and self-fulfilling prophecies

This phenomenon is equivalent to the change from a brutal economic and financial equilibrium to another, not because the fundamentals of the macroeconomic environment would justify it, but because there was a change for good or bad reasons of market (...)

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Note Europe M&A activity picks up pace, while US market shows signs of a flight to quality

The North American market, while still accounting for almost 50% of the global total has decreased 15% since last year, in deal volume terms, on a year-to-date (YTD) basis.

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Note The multi-model scenarios, one reason for the success of the CPR Growth fund products

At CPR Asset Management, the allocation is a historical expertise based on a proprietary model, created in 1996, built and continuously enriched thanks to the work of management teams and research.

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Note Signs of global liquidity tightening for emerging markets

Global liquidity conditions may have begun to tighten for emerging market economies (EMEs), according to updated data from the Bank for International Settlements. BIS General Manager Jaime Caruana detailed highlights from the latest global liquidity indicators, a measure of (...)

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Note Aging population poses new opportunities for global investment managers

Early conclusions from ongoing SimCorp StrategyLab research point to demographic changes as a key factor influencing the future of the global investment management industry.

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Note BofA Merrill Lynch March Fund Manager Survey finds investors in a bullish holding pattern

A record number of investors (net 34%) find equities to be overvalued, the most in 17 years; the US is identified as the most overvalued region (net 81%), while EM equities (net 44%) and Eurozone equities (net 23%) are seen as (...)

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Note Challenges for Europe’s banks

Even in the seemingly unlikely case that a comprehensive solution to the sovereign crisis is found, the changed regulatory backdrop is a major challenge for the banks, and probably for the economy as a whole.

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Note State Street’s GX Private Equity Index Drops in Q3 for the First Time in Three Years, Marking End to Unprecedented Streak of Quarterly Gains

Despite Dip, New Research Verifies Asset Owners’ Continued Interest in Private Equity Investments

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Note The impact of Solvency 2 on insurers asset allocation

Implications for asset allocation? Incitement to diversification? Optimization of the volatility hedging ratio ? Allocation depending on the level of wealth of the insurance company? Groupama AM updates on the impact of Solvency 2 for (...)

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Note Quality shines through as M&A deal volumes fall globally

The latest Quarterly Deal Performance Monitor (QDPM) from Willis Towers Watson suggests a significant slowing of deal volumes in the fourth quarter of the year, however, those that did close were high performing and showed an outperformance of 0.4pp over the index*. On an (...)

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Note 1 out of 3 Europeans have lost confidence in financial advisors since the 2008 crisis

According to the results of a Fidelity Investments poll on the confidence of investors, the country which is the most critical of financial advisors, singling itself out by its strong resistance to paying for advice, is (...)

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Note German life insurers hope for respite as investment yields scrape floor

With no sign of a tightening in European monetary policy, low investment yields will continue to put pressure on German life insurers, many of whom sold overgenerous life policies even as signs were emerging that the European economy was entering a prolonged period of (...)

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Note BofA Merrill Lynch Fund Manager Survey Finds Investors Concerned That Global Economic Recovery Could Falter

Investor optimism over the global economic recovery and corporate profits has been dented as the tail risk associated with the U.S. economy has escalated, though sentiment towards Europe has improved, according to the BofA Merrill Lynch Fund Manager Survey for (...)

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Note Investors and Managers Share Views on Trump, Le Pen, Technology and the Future of the Alternative Investment Industry in CAIS 2017 Survey

44% believe Trump administration represents the biggest global risk in 2017

Focus

Note EURO STOXX 50® Index implied repo trading at Eurex

This research paper focuses on the inseparable relationship between implied repo rates and equity index total return swaps. Written by Stuart Heath, Director Equity & Index R&D at Eurex, it covers the various aspects and calculations of both repo rates and the (...)

Focus

France’s debt

Outlook, strategies and investment vehicles on France’s debt

Recherche Quantitative

Recherche Quantitative : Quels sont les thèmes qui occupent dorénavant les Quants au sein des salles de marchés et des sociétés de gestion ?

Selection: Products

Kiosk Alternatives to financial markets investments

The financial investment is not limited to financial markets assets and the current uncertainties obviously feed such thoughts. Indeed, there are many investment vehicles that could create value in a portfolio.

Product Inflation linked bonds’ mechanism

Inflation linked bonds are bonds whose principal is linked to inflation which allows their holders to protected against inflation as opposed to traditional bonds.

Product Back to the future, may 2011: Nobles Crus and Earth Element Fund

Yesterday they were introduced as innovatives products. Today, How far have they got and what are the prospects for tomorrow ? Two products in the spotlight this month: Nobles Crus or the blend of passion for wine and financial investment, and a quantitative systematic (...)

Regulation Solvency II: Advantage convertible bonds

The results of QIS 5 confirmed that convertible bonds bear low capital cost. A balanced-profile convertible bond portfolio with optimized convexity therefore obtains a moderate intrinsic SCR whilst benefiting from «equity» (...)

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