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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 2015

Note Multi-Asset Funds Face Investors Scrutiny on Flexibility

Fitch Ratings says in a new report that active multi-asset managers will be under pressure to demonstrate their dynamic asset allocation skills in 2015. Few flexible multi-asset funds managed to fulfil their objectives last (...)

February 2015

Note BofA Merrill Lynch Fund Manager Survey Finds Investors Exuberantly Bullish on Europe After Promise of ECB Action

Global investors are significantly more positive on the outlook for Europe after the European Central Bank’s announcement of quantitative easing to reflate the region’s economy, according to the BofA Merrill Lynch Fund Manager Survey for (...)

February 2015

Note Global pension fund assets reach new highs

Global institutional pension fund assets in the 16 major markets grew by over 6% during 2014 (compared to around 10% in 2013) to reach a new high of US$36 trillion, according to Towers Watson’s Global Pension Assets Study released (...)

January 2015

Note 2014 Sees Alternative Assets Industry Near $7tn in Value

Preqin launches its 2015 Global Alternatives Reports, which reveal significant growth in assets held by private equity, hedge fund, private debt, real estate and infrastructure fund managers. Total industry assets now stand at $6.91tn, up from $6.22tn as of this point last (...)

January 2015

Note Hedge Funds Deliver Worst Annual Performance Since 2011

The Preqin All-Strategies Hedge Fund benchmark gained just 3.78% in 2014, the lowest annual return since the 1.85% loss seen in 2011

January 2015

Note Stocks Look Strongest in 2015, Institutional Investors Say in Worldwide Study by Natixis Global Asset Management

Institutional investors from around the world expect stocks to be the bestperforming assets in 2015, according to a survey by Natixis Global Asset Management.

January 2015

Note Corporate Pension Plan Funding Levels Declined in 2014, Reversing Much of 2013 Gains, Towers Watson Analysis Finds

The pension funded status of the nation’s largest corporate sponsors reversed direction in 2014, dropping nine percentage points as falling interest rates (which increased liabilities) and the impact of new mortality tables were only partially offset by strong returns on (...)

December 2014

Note Building Minimum Variance Portfolios with low risk, low drawdowns and strong returns

This paper provides an introduction to the STOXX Minimum Variance Indices and aims to achieve three things : i) an overview of minimum variance investing ii) the methodology for the construction and maintenance of the STOXX Minimum Variance Indices, highlighting the unique (...)

December 2014

Note BofA Merrill Lynch Fund Manager Survey Finds Investors Raising Cash While Cutting Commodity Allocations

Global investors are keeping faith with equities while raising cash as markets enter the volatile year-end period, according to the BofA Merrill Lynch Fund Manager Survey for December.

December 2014

Note Institutional investors under pressure to balance short-term market moves and long-term mandates, finds Natixis Global Asset Management

According to Natixis Global Asset Management, while institutional investors are optimistic about equities in 2015, their outlook is tempered by market risks beyond their control and unknown liability risks ahead, particularly those linked to increased (...)

November 2014

Note BofA Merrill Lynch Fund Manager Survey Finds Risk Appetite Lifts as Growth Expectations Pick up

Global investors have a restored appetite for risk amid greater optimism over the outlook for profits and the economy, according to the BofA Merrill Lynch Fund Manager Survey for November.

November 2014

Note Loan portfolio transactions to top Euro 100bn in 2014

Research published today by PwC shows that in the nine months to the end of September 2014 loan portfolios with a face value of Euro 67bn have been sold by Europe’s banks. PwC estimates there are transactions currently in process for portfolios totalling a further Euro (...)

November 2014

Note Top investment managers’ assets reach record levels

Assets managed by the world’s largest 500 fund managers rose by almost 12% to reach a record US$76 trillion in 2013, surpassing the previous high of over US$69 trillion set in 2007. The Pensions & Investments / Towers Watson World 500 researchshows that due to consistent (...)

November 2014

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 (...)

October 2014

Note The impact of commodity prices on Emerging Markets

In the report, Nomura’s researchers highlight five channels through which emerging market economies are affected by lower commodity prices: Merchandise trade, CPI inflation, profit margins, fiscal positions, and GDP growth to assess the winners and losers in the Emerging (...)

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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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