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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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March 2017

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 2017

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 2017

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 2017

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 2017

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 2017

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 (...)

October 2016

Note BofA Merrill Lynch October Fund Manager Survey shows global investor risk-aversion growing as cash allocations increase to near-15-year highs

Cash levels jumped from 5.5% in September to 5.8% this month. Investors’ average cash balance was last this high in July 2016 (post-Brexit vote) and in Fall 2001.

October 2016

Note A growing interest from investors in Smart Beta ETFs with more requirements and challenges to address

In a survey of investment professionals conducted as part of the Amundi ETF, Indexing & Smart Beta research chair at EDHEC-Risk Institute on “ETF and Passive Investment Strategies”, EDHEC-Risk Institute has solicited the specific views of 180 European ETF investors on (...)

October 2016

Note 84 % of French advisers warn that investors may not be fully aware of the risks associated with passive investments

85% say they need a more accurate picture of their clients’ risk tolerance. It’s not volatility that worries advisors the most, it’s how their clients react to it. Ensuring investors set tangible goals and have realistic expectations remains a major (...)

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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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