Note 40% of European equity returns since 1970 generated by dividend payments, AllianzGI study finds
Dividends are a key driver of performance when real interest rates are low; European equity dividends are the most attractive internationally Norway and Spain offer the highest dividend yields, with German shares in the (...)
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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 (...)
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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 (...)
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Note M&A volumes make a comeback globally
There were more M&A deals1 completed globally in the third quarter of 2014 than in any prior equivalent period for the last six years according to Towers Watson’s Quarterly Deal Performance Monitor (QDPM). The research – run in partnership with Cass Business School – (...)
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Note BofA Merrill Lynch Fund Manager Survey Finds Comeback in Sentiment Towards Europe
NEW YORK and LONDON – Europe is staging a comeback in investor portfolios while concerns about the U.S. fiscal cliff have taken center stage, according to the BofA Merrill Lynch Fund Manager Survey for September.
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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 (...)
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Note Investors and Fund Managers Gauge Brexit Impact
Many fund managers expect performance and investment decisions to be affected, while institutional investors expect to commit less to the UK
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Note BofA Merrill Lynch May Fund Manager Survey finds investors are bullish; macro expectations of high growth and low inflation at record high
China replaces European disintegration as the most commonly cited tail risk for the first time since January 2016, with 31% of global fund managers citing Chinese credit tightening as the biggest risk in the market
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Note Economic woes to effect Saudi Arabia’s wealthy
Saudi Arabia, one of the largest and richest countries in the Middle East, will not be so wealthy in years to come, forecasts a new report from WealthInsight.
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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.
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Note EDHEC-Risk Institute publication shows that smart beta risks can be controlled while benefitting from smart beta performance
A new EDHEC-Risk Institute publication entitled “Risk Allocation, Factor Investing and Smart Beta: Reconciling Innovations in Equity Portfolio Construction,” drawn from the Amundi ETF & Indexing research chair at EDHEC-Risk Institute on “ETF and Passive Investment (...)
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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 (...)
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Note Assessment of the true risks of Exchange-Traded Funds (ETFs)
According to EDHEC-Risk Institute, any discussion of the risks inherent in ETFs should go beyond merely hypothesising about potential risks, and should also take into account the empirical evidence provided by the existing academic research on (...)
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Note Fund managers optimistic about 2014
Although expectations for government bond yields continue to be near historic lows and concerns about low growth persist
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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.
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