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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 (...)

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

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

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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 (...)

September 2017

Note The unstoppable rise of alternatives

The world’s largest 100 alternative asset managers saw assets under management increase by 10% in 2016, rising to $4 trillion, according to the 2017 edition of Willis Towers Watson’s Global Alternatives Survey.

September 2017

Note Active Managers Enjoyed Improved Performance In Q2 According To New Study By Lyxor

Lyxor Asset Management’s latest study into active manager performance shows 55% of them beat their benchmarks in the second quarter of 2017. That’s a significant improvement on results at the end of last year, when only 28% outperformed, and above the 52% of (...)

September 2017

Note State Street Study Reveals Asset Owners’ Increasing Appetite for Illiquid Assets is Driving Interest in Co-Investment

State Street Corporation announced the findings from its latest study, A New Climate for Growth: Adapting Models to Thrive, which reveals asset owners are gaining scale through consolidation and co-investment;

August 2017

Note Private Capital Fund Managers Raise Fee Rates in 2017

The 2017 Preqin Private Capital Fund Terms Advisor finds that several private capital fund types are raising their average management fees among funds of more recent vintages. Unlisted infrastructure funds have seen mean management fees rise marginally from lows of 1.38% for (...)

July 2017

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 (...)

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Note BofA Merrill Lynch April Fund Manager Survey finds investors turning to Eurozone stocks from U.S. equities

Investors are turning to Eurozone stocks from U.S. equities, the fifth largest rotation since 1999, despite the coming French election. Allocation to Eurozone equities rises to 15-month highs (net 48% overweight)...

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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 (...)

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Note Towards a behavioral portfolio theory

a major problem facing the asset management industry is the creation of portfolios that generate maximum profitability while being consistent with the risk profile of investors...

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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 Retirement – The French paradox: savers choose very safe investments while harboring grand hopes as regards revenue and capital appreciation

Natixis Global Asset Management today published the results of its 1st annual survey of French individual investors with financial assets of between €75,000 and €300,000 held in banks. This survey of 984 clients of French banks was conducted in July (...)

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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 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 Listed family controlled businesses: an equity investment case

According SG Private Banking Equity research team, when talking about family owned businesses, one very often thinks about mom and pop’s diner; it is counting without the international brands. Family controlled firms are the most resilient and provide good vehicles to come (...)

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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 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 (...)

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Note BofA Merrill Lynch March Fund Manager Survey finds investors in a bullish holding pattern

A record number of investors (net 34%) find equities to be overvalued, the most in 17 years; the US is identified as the most overvalued region (net 81%), while EM equities (net 44%) and Eurozone equities (net 23%) are seen as (...)

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Note Impact of collective influences on forecast and investment decisions

The valuation of financial assets, by financial analysts and the investment decisions of fund managers, depend on the paradigm of economic rationalisation. However, it is clear that there are uncertainties and instabilities which have characterised the financial market for (...)

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Note Investors increasingly embrace quantitative strategies

Over two thirds of respondents of the Deutsche Bank annual Alternative Investment Survey invest in systematic strategies, including one in every two who plan to add to one or more quantitative sub-strategies in 2016. The largest investment consultants and pension funds are (...)

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Note The possible misdiagnosis of a crisis

According to a publication of Prof. Richard Roll in the Financial Analyst Journal, most explanations of the 2007–08 financial crisis are inconsistent with elementary principles of finance. The article explains the inconsistencies and suggests an alternative diagnosis that is (...)

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Note Sorting out the Greek issue

The aim of this short article is to set the ideas straight regarding the Greek situation. Several issues are considered, the first of which being that of economic growth. If the latter does not make any progress, it will be very difficult to reach public finance stability. (...)

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» (...)

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