›  Note 

Highlights

September 16

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 (...)

Note

European Alternatives Industry Hits €1.62 Trillion in Assets

Note

Sovereign Investors pivot away from Europe towards China

Archives

Latest articles

Popular articles

July 11

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 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 (...)

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

Latest articles

Popular articles

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 Financial crisis indicators and safe haven assets

How to measure the intensity of the current financial and economic crisis? Regular monitoring of a number of economic and financial indicators helps answering this question and better understanding the materialization of panic behavior and portfolio reallocations in the (...)

Logo

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

Logo

Note Deutsche Bank’s strategic challenge

Since 2010 Deutsche Bank AG’s annual pretax profits have fallen significantly, although 2014 saw something of a recovery. This largely reflects the weaker performance of the investment bank, which has been troubled by unfavorable markets, legal charges and noncore (...)

Logo

Note State Street’s GX Private Equity Index Drops in Q3 for the First Time in Three Years, Marking End to Unprecedented Streak of Quarterly Gains

Despite Dip, New Research Verifies Asset Owners’ Continued Interest in Private Equity Investments

Logo

Note US dividend growth slows to post-crisis low

Global dividends fell to $281.7bn in the third quarter, down 4.0% year-on-year, according to the Henderson Global Dividend Index. Lower US special dividends made a significant impact to the headline rate, but underlying US dividend growth has also (...)

Logo

Note Management of government debt by the French Treasury agency (AFT)

The Court of Auditors has conducted a survey on the management of government debt by the AFT. The report, released at the beginning of the summer, lightens the honorable work done by the AFT in managing relatively well the government debt but regrets a relative dependence on (...)

Logo

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 (...)

Logo

Note On the impact of Brexit on sterling

As yet, sterling appears not to have reacted to the looming referendum on the UK’s continued membership of the European Union. Over the short to medium term, however, the currency should end up reacting negatively, so great is the fallout for the British economy. In (...)

Logo

Note Islamic finance : 10 proposals to attract 100 billion Euros in savings !

The rise of Islamic finance is a fundamental trend and not a fad. It is part of a considerable market representing 700 billion dollars !

Logo

Note US Energy infrastructure: The MLP example

Among infrastructure assets, energy infrastructure assets such as pipelines, storage facilities or processing plants, are experiencing a rapid growth, especially in the USA. Master Limited Partnerships (MLPs) have played a key role in facilitating investment in US energy (...)

Logo

Note Reinvention in the Hedge Fund Industry

State Street Corporation released a new Vision Report today, entitled “Hedge Funds: Rebuilding on a New Foundation.” The report examines the re-emergence of the hedge fund industry and the new dynamic between investors, hedge funds, and hedge fund (...)

Logo

Note The rumour, a necessary credit analysis instrument

According to Bruno Mathis from SterWen and Jean Delahousse, all institutions exposed on Lehman which have highly developed credit analysis tools are able to detect warning signs as soon as they come about and would have almost four months to take safety measures (CDS (...)

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)...

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