July 11
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 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.
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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% (...)
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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 (...)
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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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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.
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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.
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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 (...)
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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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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 (...)
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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 (...)
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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 (...)
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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 (...)
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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, (...)
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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 (...)
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