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February 19

Opinion Germany, or even Europe, to be thrown into political turmoil ?

In the Netherlands, the moderates hold on to power. Then came the election of French President Emmanuel Macron and the decisive victory of his newly founded movement, La République en Marche, in the French general (...)

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Vietnam & Cambodia - Asian frontiers on the front foot

Opinion

The current volatility episode should be temporary

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February 7

Opinion Spread products perform well despite higher yields

The overall friendly environment on financial markets prevailed last week. While euro area macroeconomic data were on balance mixed, US data were slightly better than expected.

February 7

Opinion Tailwind for European Stock-Pickers

Markets took a breather after weeks of appreciation. European stocks underperformed, caught in between the repricing in govies yield and a rising Euro. Japanese and EM stocks were resilient.

February 5

Opinion The fastest growing of these mega caps were Amazon and Facebook

Technology stocks have continued to outpace broader equity markets in 2018. Together Apple, Amazon, Google, Facebook and Microsoft have a market cap value of $3.6 trillion and a net cash balance of just over $365bn. These quarterly earnings reports epitomise a virtuous (...)

January 31

Opinion End of an Era?

Do investors realize how good they’ve had it over the last 8+ years ? On the obvious side, the length and strength of the equity bull market has been well publicized. Since the March ’09 bottom, US equities are up over 300% (S&P 500®) while global equities are up over 200% (...)

January 22

Opinion The 10 biggest risks for 2018

The outlooks for 2018 are relatively optimistic, nonetheless, in the interest of a balanced view, Esty Dwek Roditi, Invesment Specialist at Natixis Investment Managers presents the 10 biggest risks for 2018.

January 15

Opinion A love letter to economic history

And yet again, the global economy delivers another good quarter in terms of growth. It even seems that capital investments are finally contributing to growth. This has been the main disappointing economic variable to date in this business (...)

January 15

Opinion Gold, Mines & Natural Resources…a mixed 2017

Although the year was positive for natural resources overall, their performance lagged the global markets. 2018 could offer better prospects, an uptick in inflation being perhaps the best scenario for the theme.

December 2017

Opinion Are we heading for a bear market?

A series of seemingly unstoppable stock market highs have left investors wondering if a correction is coming. But predicting one is harder than it looks, says Lukas Daalder, Chief Investment Officer of Robeco Investment (...)

December 2017

Opinion 2018 Outlook: 75% of institutional investors say current environment favors active management

Two-thirds of institutional investors worldwide (65%) expect asset bubbles to negatively impact performance in 2018 and three out of every four (75%) believe the current market environment favors active management.

December 2017

Opinion According to Natixis Asset Management: “adaptability and flexibility will be the watchwords on the markets in 2018”

Corporates and households seem to have regained their confidence in the future in 2017 against a flattering macroeconomic backdrop. However, Natixis Asset Management’s experts caution against excessive optimism, as 2018 will not be entirely devoid of events that could throw a (...)

December 2017

Opinion Despite fears about the Bitcoin ’bubble’ bursting, the price of the new digital coins is going through the roof

According to Daniele Bianchi, of Warwick Business School, is Assistant Professor of Finance and he researches crypto-currencies incluing Bitcoin, despite fears about the Bitcoin ’bubble’ bursting, the price of the new digital coins is going through the (...)

November 2017

Opinion The end of accomodative policies, a new challenge for asset managers

According to Arnaud Faller, Deputy Managing Director, Chief Investment Officer at CPR AM, in this environment, we shall clearly favour equities over credit investments in developed markets, while leveraging on current opportunities in emerging bond and equity (...)

November 2017

Opinion India: After a period of euphoria, doubts are resurfacing

According to Laetitia Baldeschi, Co-Head of Research and Strategy at CPR AM, their equity managers are therefore underweight on India within their CPR GEAR Emergents strategy relative to the MSCI Emerging index.

November 2017

Opinion The triumph of Abenomics

Japan posted growth of 1.5% in the first half of the year, which is a remarkable performance for an economy with estimated potential of no more than 1%. Expansion in the Japanese economy is propelled by all drivers of private demand: exports, productive investment, household (...)

November 2017

Opinion BoE to proceed very cautiously following its first rate hike in a decade

The Bank of England (BoE) has delivered a much-anticipated 25bp rate hike, tightening its monetary stance for the first time in over 10 years (or 3,773 days to be precise). The Monetary Policy Committee (MPC) 7-2 vote on rates was at the hawkish end of market (...)

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Opinion Benchmarking: The Multi-Asset Class Exception

Ask any active fund manager about his benchmark, and he will have a ready-made answer. Even fixed-income managers have plenty of indices to choose from. The call is trickier for diversified fund managers...

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Opinion Piketty and Plutonomy: The revenge of inequality

When wealth and income are as concentrated as they are, and expected (a la Piketty) to get even more so, examining the “average” consumer or “average” investor makes little sense. Examining the fat tail – the behavior of the plutonomists, rather than that of the multitudinous (...)

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Opinion Emerging market bonds still looking good

In light of the difficult circumstances surrounding the equity markets, investors are hunting around for alternatives. Unfortunately, savings-book interest rates are limited, as are the returns from safe developed-country government (...)

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Opinion Hedge funds managers : Are women better than men?

In recent months, two studies leading to the same conclusions, set tongues wagging in the hedge fund industry : women hedge fund managers perform better than their male counterparts...

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Opinion It is better to be vaguely right than exactly wrong

According to Paul Jackson, Paul Jackson, Managing Director and Head of Multi-Asset Research at Source IM, it is better to be vaguely right than exactly wrong. He underweights bonds - but not high yield, and overweights equities and real (...)

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Opinion Slowing China growth to prompt further stimulus

According to Craig Botham, Economist, Emerging Markets at Schroders, China’s economy expanded 7.3% in the final quarter of last year, beating expectations and recording a 7.4% expansion for the year as a whole, but failing to meet the government’s 7.5% (...)

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Opinion Trump on the Brink – Geopolitical & Market Implications

Donald Trump’s ability to resonate with the populist mood has proven successful– populism in the developed world is on a worrying rise. We have collated what we believe are the most important investment implications of Donald Trump winning the US (...)

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Opinion Thursday’s historic “Leave” vote in the UK will have both immediate and long-term consequences for the global economy and financial markets.

The initial flight-to-quality reaction across asset classes has been exacerbated by the market’s misplaced confidence in a “Remain” victory leading up to the vote.

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Opinion The French election represents a win for EU continuity and integration.

According to David Lafferty, Chief strategist, Natixis Global Asset Management, the French election represents a win for EU continuity and integration. As Le Pen risk passes, the next hurdle for the EU project is likely to be the Italian banks which remain mired in (...)

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Opinion From “low volatility growth” to “high volatility value”

In our view, the recent sharp market rotation that we have seen – from “low volatility growth” to “high volatility value” – is a continuation and acceleration of the trend change that has been underway since the third quarter of this year. The turning point for “quality growth” (...)

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Opinion Rethinking the role of Treasuries

According to Richard Turnill, BlackRock’s Global Chief Investment Strategist, it’s time to rethink the role of U.S. Treasuries in portfolios, and specifically to be cautious of long-duration Treasuries. The risk-reward landscape for longduration Treasuries is (...)

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Opinion Deposit balances will rise in the UK despite interest rate cut

According to Bartosz Golba, Senior Analyst for Wealth Management at Verdict Financial, Despite the initial turmoil caused by the UK’s vote to leave the EU, the value of UK individuals’ savings and investments will not decrease significantly in the long (...)

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Opinion BoE to proceed very cautiously following its first rate hike in a decade

The Bank of England (BoE) has delivered a much-anticipated 25bp rate hike, tightening its monetary stance for the first time in over 10 years (or 3,773 days to be precise). The Monetary Policy Committee (MPC) 7-2 vote on rates was at the hawkish end of market (...)

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Opinion Volatility presents opportunity in Brexit aftermath with record inflows into gold and short & leveraged products

According to Townsend Lansing, Head of ETCs at ETF Securities, as uncertainty following Brexit prevails, risk aversion is the dominant theme for investors...

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Opinion Opportunities in Mexico despite Trump

I recently met with a number of companies in Mexico. Obviously it is a very topical time to be in that part of the world, given everything President Trump has said and done to shift the tone of the US’s relationship with its southern neighbour. I came away from the trip (...)

Focus

Opinion Psychology and smart beta

‘Smart beta’ sounds like an oxymoron. How smart can it be to continue using the same strategy in such fickle markets? A portfolio manager calling on all his skills (‘alpha’) in analysing market environments (the source of ‘beta’) should be able to outperform an unchanged (...)

Focus

Mory Doré’s column

Mory Doré’s views on monetary policy, asset allocation, financial management of banks and understanding of crises

Éclairages Économiques Notebook

The association Éclairages Économiques share with us analysis mostly relying on current research on various economics issues

Selection: Prospects

Regulation Regulatory prospects: 2012 and beyond

2009 was a year of intense reflection on the functioning of the financial sector. There followed an intense regulatory activity in 2010, unfortunately with few formal adoptions of regulations. 2011 marked the surge of the will to succeed with provisional schedules. Where do (...)

Reading An Economic Approach to Marriage

Marriages are not always very stable. A divorce rate of 50 % in developed countries serves to prove. We ask ourselves if it is possible to form stable relationships. An economic analysis may be able to answer this (...)

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.

Note Launch of green bonds

The term «Green Bonds» is more frequently used to describe a market that should mature very fast in order to deal with numerous requests for investments in the field of green infrastructure projects.

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