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 (...)
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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 (...)
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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% (...)
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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 (...)
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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 (...)
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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 (...)
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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 (...)
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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.
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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% (...)
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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 (...)
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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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February 2019
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.
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February 2019
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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January 2019
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 (...)
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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. (...)
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