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Highlights

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 2022

Note Pandemic has strengthened the sustainability and ESG focus in Islamic Finance, research shows

Islamic Finance is set to drive a growing focus on ESG and sustainability in the wider Halal economy, new research* with leading Islamic Finance professionals working across a wide range of sectors shows (please see the attached press (...)

May 2021

Note New research reveals institutional investors and wealth managers plan to switch to metal investment funds with stronger ESG credentials

New research with institutional investors and wealth managers reveals the growing demand for metal investment funds with a strong ESG focus, ensuring the metals are sustainably and ethically sourced.

April 2021

Note Issuance in Emerging Market Green Bonds to Reach $100 Billion by 2023, Amundi and IFC Find

Despite the impact of COVID-19, emerging market green bond issuance totalled $40 billion in 2020. Underpinned by supportive market fundamentals, emerging market green bond issuance is expected to reach $100 billion by 2023. Since 2012, 43 emerging markets have issued green (...)

January 2021

Note Water risk: what COVID-19 has taught us about ignoring systemic risks and what to do about it

For the past decade, WWF has been asking, “why are water crises continually ignored despite featuring on the WEF risk list year after year?” We know water crises are happening, we know the impact is substantial, and we know the risks are worsening, yet nobody is (...)

June 2020

Note Infrastructure investment to be a key driver of growth in emerging markets post COVID-19 crisis, sigma says

Emerging markets will invest an estimated 3.9% of GDP (USD 2.2 trillion annually) in infrastructure over next 20 years. There will be strong growth in investment in renewable energy, smart and resilient infrastructure. Emerging Asia will invest an estimated USD 1.7 trillion (...)

March 2020

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 (...)

January 2020

Note ESMA report values EU Alternative Investment Funds at €5.8 trillion

The European Securities and Markets Authority (ESMA) today published its second statistical report on European Union (EU) Alternative Investment Funds (AIF). The study found that the EU AIF sector in 2018, as measured by Net Asset Value (NAV), amounted to €5.8tn or nearly 40% (...)

November 2019

Note ESG bucks the trend of declining growth among world’s largest asset managers

The pace of change within the investment industry is accelerating, under pressure from regulatory activity, fee compression and the high cost of technology. Amidst this change, there is growing appreciation among fund managers of the importance of sustainability and of (...)

September 2019

Note Investors face increasing risks amid renewed market volatility

The European Securities and Markets Authority (ESMA), the EU’s securities regulator, has published the second Trends, Risks and Vulnerabilities (TRV) report for 2019. The report identifies a deteriorating outlook for the asset management industry and continued very high (...)

July 2019

Note European Alternatives Industry Hits €1.62 Trillion in Assets

Preqin launches its second annual Alternatives in Europe report in partnership with Amundi, which examines the alternative assets industry’s most diverse region, and for the first time provides a breakdown of the sector in each major European (...)

July 2019

Note Sovereign Investors pivot away from Europe towards China

Invesco released its seventh Invesco Global Sovereign Asset Management Study, an annual in-depth report on the complex investment behaviour of sovereign wealth funds and central banks, which this year shows disenchantment with Europe among sovereign (...)

July 2019

Note Wealth managers need to up their game in India to mitigate HNW investors’ desire to channel wealth abroad, says GlobalData

As part of 2019 Budget, India has recently proposed to raise income tax surcharge on wealthy individuals and this is set to spur demand for offshore investments in the high-net-worth (HNW) space.

June 2019

Note BofA Merrill Lynch June Fund Manager Survey: Bears all around

Average cash balance soars to 5.6% from 4.6% for each of the last three months, marking the biggest jump in cash since the debt ceiling crisis in 2011; allocation to cash jumps 10ppt from last month to net 43% (...)

May 2019

Note Factor investing in fixed-income: EDHEC-Risk Institute paper shows that it is possible to build duration-timing strategies that are economically superior to bearing unconditional duration risk

The abundance of theoretical and empirical research on factor investing in the equity universe contrasts strongly with the relative scarcity of research on the existence and exploitability of risk premia in bond (...)

March 2019

Note ESMA report values EU Alternative Investment Funds at €4.9 trillion

The European Securities and Markets Authority (ESMA) today published its first statistical report on European Union (EU) Alternative Investment Funds (AIF). The study finds that the EU AIF sector in 2017, as measured by Net Asset Value (NAV), amounted to (...)

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Note Factor investing in fixed-income: EDHEC-Risk Institute paper shows that it is possible to build duration-timing strategies that are economically superior to bearing unconditional duration risk

The abundance of theoretical and empirical research on factor investing in the equity universe contrasts strongly with the relative scarcity of research on the existence and exploitability of risk premia in bond (...)

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Note Global dividends surge to new record in 2018, with more growth in 2019

Global dividends rose to a new record in 2018, with a strong fourth quarter for dividend payments despite more challenging equity market conditions, according to the latest Janus Henderson Global Dividend Index.

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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 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 (...)

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Note Water risk: what COVID-19 has taught us about ignoring systemic risks and what to do about it

For the past decade, WWF has been asking, “why are water crises continually ignored despite featuring on the WEF risk list year after year?” We know water crises are happening, we know the impact is substantial, and we know the risks are worsening, yet nobody is (...)

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Note Are markets becoming more unstable?

Readers of financial news may believe that ‘market corrections’, or ‘shocks’, or ‘five-sigma events’ are more common than they used to be. Winton Capital Management look at the historical data for a number of financial markets and find that there is no evidence for increasing (...)

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Note Investors go alternative

The research - which includes data on a diverse range of institutional investor types - shows that pension fund assets represent a third (34%) of the top 100 alternative managers’ assets, followed by wealth managers (19%), insurance companies (10%), sovereign wealth funds (...)

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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 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 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 (...)

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Note Credit Investor Survey: The urge to purge

According to Bank of America Merrill Lynch, overall credit longs drop sharply again. Now only 9% overweight IG. Credit technicals thus better in October. Investor cash levels surge, but outflow concerns may partly explain this and only 31% of IG and 25% of HY investors think (...)

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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 (...)

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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 (...)

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Note Local culture influences investment returns

According to INTRA Study of 45 Nations, local cultural differences continue to exert an influence on investment behaviour and returns. The Nordic and Germanic cultures are best suited to value investing in terms of their patience, unlike African and Eastern European (...)

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Note The EMF has been created, long live the EMF!

Philip Hall and Adrian Paturle give an update on the operation of ESM: European leaders have largely been inspired by the IMF...

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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