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November 2023

Note Global Investment Managers Outlook 2024 : Tough Investment Climate Pressures Performance

Fitch Ratings’ 2024 sector outlook for global investment managers (IMs) is deteriorating. Increased macroeconomic and geopolitical risks and an increased risk of a US government shutdown create a challenging investment climate, with declining economic growth and high interest (...)

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Study reveals UK institutional investors/pension funds are increasing their focus on structured credit

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CNP Assurances publishes its responsible investment report and for the first time measures the dependence of its investment portfolio on biodiversity loss

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July 2014

Note BofA Merrill Lynch Fund Manager Survey Finds Investors Positioning Aggressively for Recovery in H2

Global investors have regained a strongly bullish stance on the outlook for equity markets in the second half of 2014, according to the BofA Merrill Lynch Fund Manager Survey for July.

July 2014

Note BofA Merrill Lynch Fund Manager Survey Finds Investors Regaining Risk Appetite

Global investors have regained appetite for risk against the backdrop of strong liquidity and a fairly positive economic outlook, according to the BofA Merrill Lynch Fund Manager Survey for June.

June 2014

Note EDHEC-Risk Institute study shows that it is possible to construct improved forms of risk parity strategies

In a new study entitled “Towards Conditional Risk Parity – Improving Risk Budgeting Techniques in Changing Economic Environments”, drawn from the Lyxor research chair on “Risk Allocation Solutions,” EDHEC-Risk Institute develops a conditional approach to risk (...)

June 2014

Note Without proper benchmarks, infrastructure investments will be stunted

In a new position paper, EDHEC-Risk Institute argues that benchmarking long-term infrastructure investments has become a sine qua non to match the supply and demand of long-term capital, improve asset allocation outcomes for investors, adapt prudential regulation and support (...)

May 2014

Note BofA Merrill Lynch Fund Manager Survey Finds Investors Doubting Strength of Recovery as Cash Levels Rise Again

Global investors have increased cash and scaled back risk-taking, amid fears of geopolitical instability and questions about the strength of the global economic recovery, according to the BofA Merrill Lynch Fund Manager Survey for (...)

April 2014

Note EDHEC-Risk Institute study shows that progress remains to be made in risk management for pension funds

The survey finds that LDI is popular, but in concrete terms the fund separation approach, which is consistent with the LDI paradigm, is not yet sufficiently widely applied to manage the LDI approach optimally, especially in southern European (...)

April 2014

Note BofA Merrill Lynch Fund Manager Survey Finds Continued Growth Optimism for 2014 Even With Higher Rates

Investor confidence in global economic growth remains high even as expectations of higher short-term rates increase, according to the BofA Merrill Lynch Fund Manager Survey for April.

April 2014

Note EDHEC-Risk Institute survey documents unmet institutional investor requirements for transparency of indices

Between August and November 2013, EDHEC-Risk Institute surveyed 109 institutional investors from across Europe, including Europe’s largest pension and reserve funds, insurance and provident institutions and their asset management subsidiaries, to document their expectations (...)

March 2014

Note EDHEC-Risk’s annual European ETF Survey highlights ETF investors’ positive outlook

EDHEC-Risk Institute has announced the results of the EDHEC European ETF Survey 2013, a comprehensive survey of 207 European ETF investors. The survey was conducted as part of the Amundi ETF & Indexing research chair at EDHEC-Risk Institute on “Core-Satellite and ETF (...)

March 2014

Note BofA Merrill Lynch Fund Manager Survey Finds Investors Moving Toward a “Risk-off” Position Amid Geopolitical Unrest

Global investors are moving toward a ”risk off” stance, taking on greater protection as the prospect of geopolitical instability grows, according to the BofA Merrill Lynch Fund Manager Survey for March.

March 2014

Note Fund managers optimistic about 2014

Although expectations for government bond yields continue to be near historic lows and concerns about low growth persist

February 2014

Note Fitch: EU Asset Managers to Rationalise but M&A Spree Unlikely

European asset managers are set to rationalise further, but a widespread M&A spree is unlikely, Fitch Ratings says. Most managers may opt for less intrusive strategies, such as a reduction in the number of funds and cost-cutting, to tackle margin pressure in a fragmented (...)

February 2014

Note Global pension fund assets hit record high in 2013

Global institutional pension fund assets in the 13 major markets grew by 9.5% during 2013 (compared to 6.9% in 2012) to reach a new high of almost US$32 trillion, according to Towers Watson’s Global Pension Assets Study released (...)

November 2013

Note Agriculture and forestry: window-dressing in the EU ETS

The EU ETS’ stock image shows a huge industrial plant that emits a large amount of greenhouse gas, and gives the impression of an allowance market that does not concern so-called “diffuse” sectors like agriculture and forestry. Like any stock image, it is broadly accurate (...)

November 2013

Note Bank Credit Quality & European MMF Regulations Concern Treasurers

European corporate treasurers are concerned by decreasing bank credit quality, global banking and European money market fund (MMF) regulation, according to a live survey of 90 delegates at Fitch Ratings’ third annual cash management conference in London last (...)

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Note Euro zone bailout plans: origin and utilization

Back on bailout plans granted to countries in the Euro zone encountering severe fiscal deficits since May 2010. How are tens of billions Euros raised, what are they for, and mainly, are those amounts enough to re-establish the public finances and stabilize those countries (...)

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Note Making ‘tactical adjustments’ is the key reason for using ETPS

New research commissioned by Source, one of the largest providers of Exchange Traded Products (ETPs) in Europe, reveals that European professional investors say they use ETPs most often to make ‘tactical adjustments’ to their (...)

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Note Real estate: Attempting to explain the increase in prices.

The situation appears to be a paradox. France is just coming out of a crisis but real estate prices have sharply increased during the previous months and have only slightly decreased at the height of the crisis. How can this phenomenon be (...)

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Note Financial markets: Local shock but global crisis

The history of crises on financial markets and their amplification during the past 15 years cannot be understood at all if we stick to pure fundamentals. It is necessary to integrate the contagion factor among financial assets and forced selling for commercial, prudential, (...)

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Note Multi-stakeholder approach needed to meet the long-term care challenge, says Swiss Re sigma study

The number of people aged 65 years and above will grow by around 80% to nearly 1 billion over the next 15 years. Meeting the care needs of the elderly will be one of the main challenges facing society. Swiss Re’s latest sigma study: How will we care? Finding sustainable (...)

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Note Trading and Internal Fraud

High profile cases of trading fraud and the associated financial losses by rogue traders have highlighted the strategic vulnerability in financial institutions.

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Note According to ETFGI ETFs and ETPs globally have gathered a record 199.0 billion US dollars in net new assets through the end of Q3 2014

ETFGI’s research finds ETFs and ETPs globally have gathered a record 199.0 billion US dollars in net new assets through the end of Q3 2014, surpassing the previous high of US$185.8 Bn set in the first three quarters of (...)

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Note European companies to pay record dividends of €315 billion

Allianz Global Investors (AllianzGI) expects European companies to pay out a record c.315 billion euros in shareholder dividends in 2016.

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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 BofA Merrill Lynch Fund Manager Survey Finds Investors Fretting Over Monetary Policy as End of U.S. QE Looms

Concerns over the imminent end of quantitative easing in the U.S. have left investors much less confident in the outlook for the global economy and corporate profitability, according to the BofA Merrill Lynch Fund Manager Survey for (...)

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Note Neuberger Berman adapts Sharpe’s ratio to insurance management and prudential risk measurement

This new risk indicator, based on a concept derived from the classic Sharpe ratio, integrates the already existing range of prudential risk measures into the analysis of the strategic asset allocation process and its (...)

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Note Emotion is not a sign of weakness for investors any more

New research suggests that rather than staying cold-bloodied and rational the top fund managers use emotion to choose which stocks to buy.

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Note The true nature of the derivative contract on French debt

The multiplication of misinterpretations related to the launch of the derivative contract on French debt leads to an apolitical analysis produced by a market professional to avoid amalgam and populism: This is a simple and useful contract, which was traded in the past in (...)

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Note Why the ECB asset quality review, stress test raise longer term questions

Although "only" 25 banks failed the ECB test, the central bank’s health check shows that others have reasons to be concerned. SNL data sheds light on some of the implications of the exercise, not only for the failed banks, but also the "near (...)

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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 (...)

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.

Pedagogy 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.

Pedagogy 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» (...)

Last commented articles

FR Note Les déséquilibres TARGET2, de nouveau au centre de l’attention
Read comments Update April 2023
Note Emotion is not a sign of weakness for investors any more
Read comments Update March 2021

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