›  Note 

Highlights

July 11

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 (...)

Note

Sovereign Investors pivot away from Europe towards China

Note

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

Archives

Latest articles

Popular articles

June 19

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 20

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 12

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 (...)

February 25

Note Stock market shows greater reaction to forecasts by analysts with favourable surnames

Financial analysts whose surnames are perceived as favourable elicit stronger market reactions to their earnings forecasts, new research from Cass Business School has found.

February 21

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.

January 15

Note How well are European asset owners’ portfolios aligned with the Paris Agreement’s climate goals?

WWF identified the largest asset owners in 11 European countries and approached 88 of them to undertake a forward-looking climate scenario assessment. 33 agreed to disclose their climate alignment results in this report for a set of key climate-relevant technologies: coal (...)

October 2018

Note BofA Merrill Lynch October Fund Manager Survey finds investors most bearish on global growth since 2007

Average cash balance holds steady at 5.1%, well above the 10-year average of 4.5%, as investors stay bearish. A record 85% of survey respondents think the global economy is in the late cycle, 11ppt above prior highs in Dec. (...)

September 2018

Note The CAT bonds market remains dynamic

Despite the increasing number of natural disasters in 2017, the CAT bond market continues to grow. Despite recent poor performance, both outstandings assets and new issuances have reached record levels by the end of (...)

July 2018

Note Versatility of ETFs driving usage among European Institutions

Facing a set of fast-changing global market conditions, European institutional investors are utilizing the versatility of exchange-traded funds (ETFs) to adjust their portfolios, and integrating ETFs more deeply into both tactical and strategic investment processes and (...)

April 2018

Note DB pension schemes adapting to change as paths for global retirement diverge, BlackRock study finds

As the world’s defined-benefit pension funds travel toward two very different futures, a new study by BlackRock marks their progress. The study compares the changes underway at corporate DB plans, which are winding down, with the evolution of public and other non-corporate (...)

April 2018

Note Asset quality is becoming less of an existential threat for the Italian banking sector on aggregate

Heavy scrutiny by supervisors has put the balance sheet clean-up plans of Italian banks under the spotlight; reducing NPEs has emerged as a key element of the banks’ business plans. Intesa and UniCredit look well placed to achieve their targets by (...)

January 2018

Note Global institutional investors braced for market risks and pursuing an active approach in 2018

Faced with low interest rates and relatively high valuations for risk assets, large global institutional investors are looking to protect themselves against downturn risks through maintaining their cash levels and selectively increasing allocations to active strategies, (...)

October 2017

Note New EDHEC study of private infrastructure debt shows that defining ’infrastructure’ correctly pays off for investors

A new paper analysing the characteristics of the EDHEC Infrastructure Institute private debt index shows that private infrastructure debt only delivers better risk-adjusted returns than corporate debt when it is narrowly and correctly (...)

October 2017

Note Insurers looking to investment portfolios to improve profitability

BlackRock’s sixth annual global survey of 300 senior insurance executives found that two-thirds of insurers agree that re-thinking the investment portfolio will be vital to maintaining or improving the future profitability of their business. Over two-fifths (41%) said they (...)

September 2017

Note Investors’ Appetite for Gains Exceeds Their Stomach for Risk, and Index Funds May Not Deliver What They Want

Natixis Global Asset Management has released the results of its 2017 Global Individual Investor survey. A total of 8300 individual investors (400 in France) have been surveyed between February and March 2017 in 21 countries across Asia, Europe, the Americas and the Middle (...)

1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 |> |...

Latest articles

Popular articles

Logo

Note What is Structured Finance ?

If the current crisis (labelled as the subprime crisis) has highlighted the complexity of structured finance along with the necessity of developing more sophisticated risk management tools, it appears that a great deal of misunderstanding still prevails among economic and (...)

Logo

Note New study by EDHEC Infrastructure Institute-Singapore shows infrastructure firms have a unique, low volatility, high dividend payout profile

EDHEC Infrastructure Institute-Singapore (EDHECinfra), in partnership with the Long-Term Infrastructure Investors Association (LTIIA) has released a new paper entitled “Revenue and Dividend Payouts in Privately-Held Infrastructure (...)

Logo

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 (...)

Logo

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.

Logo

Note Strengths and weaknesses of France as an alternative management financial centre

According to a study conducted by Reinhold & Partners, despite recognised human and technical resources, French alternative asset management, for reasons specific to the French market, and because it is suffering from a lack of image, has not developed as (...)

Logo

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% (...)

Logo

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 (...)

Logo

Note Hedge fund capital inflows steady as volatility increases

Total hedge fund capital increased to a record level in the third quarter as financial market volatility increased into quarter-end, with inflows concentrated in Event Driven and Fixed Income-based Relative Value Arbitrage strategies, according to the latest HFR Global Hedge (...)

Logo

Note 2011 to be pivotal year for asset management industry

2011 could be a defining year for the global asset management industry, according to research by Skandia Investment Group (SIG)...

Logo

Note Strategic Rethinking Needed for European Asset Managers

In a new report, Fitch Ratings says that European asset managers need to strategically review their product offerings and re-shape their activities by strengthening their key areas of expertise, scaling down or outsourcing others areas, and expanding in neighbouring (...)

Logo

Note Surging dividend growth from Europe drives global company pay-out boom

Global investors are enjoying a bumper year for dividends, according to the latest Global Dividend Index (HGDI) from Henderson Global Investors. Overall pay-outs grew 11.7% year on year in the second quarter to a new record of $426.8bn, an increase of (...)

Logo

Note Rebuilding trust is primary challenge for global asset managers

White paper reviews and analyses key challenges relating to risk, cost and growth that asset managers face in post-crisis financial environment and concludes with how they can be addressed

Logo

Note Buyout Pricing Dislocation Creates Market Opportunity

CEPRES released research this week showing recently the US buyout market is driven by revenue growth, whereas Europe is driven rather by operating income. The research used the CEPRES PE.Analyzer investment decision platform to analyze over $12 trillion of PE transactions (...)

Logo

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 (...)

Logo

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 (...)

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.

Product 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.

Product 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 Regain de confiance des investisseurs institutionnels internationaux
Read comments Update October 2014
FR Note Les dividendes mondiaux atteignent un niveau record de mille milliards USD
Read comments Update February 2014

Advanced search

© Next Finance 2006 - 2019 - All rights reserved