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October 17

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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The CAT bonds market remains dynamic

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Versatility of ETFs driving usage among European Institutions

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April 24

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 13

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 25

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 (...)

July 2017

Note Global acquirers significantly underperform World Index in the second quarter

Europe M&A activity bucks trend as market volatility and economic uncertainty depress performance in North America and Asia

July 2017

Note Listed infrastructure is #fake_infra

EDHEC Infrastructure Institute-Singapore (EDHECinfra) shows that the booming listed infrastructure sector is based on a “fallacy of composition.” Listed infrastructure equity offers zero diversification benefits and is not an asset (...)

June 2017

Note ESG may entice investors to save more – Natixis Global Asset Management

The rising importance placed on environmental, social and governance investing may be the key driver in getting more individual investors, across generations, to invest more or even start planning for retirement, suggests new findings from Natixis Global Asset Management’s (...)

June 2017

Note BofA Merrill Lynch June Fund Manager Survey finds record number of investors consider equities overvalued

According to BofA Merrill Lynch June Fund Manager Survey, net 84% of respondents indicate the US is the most overvalued region for equities, a new all-time high; investors find European equities (net 18%) and EM equities (net 48%) to be (...)

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Note ‘$1bn Club’ Managers Hold 88% of all Hedge Fund Capital

The 668 firms with at least $1bn in assets under management (AUM) now control $2.75tn out of the total $3.13tn held by the hedge fund industry

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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 (...)

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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 Institutional investors bullish on stocks, alternatives in 2016, wary of global political tensions, Natixis Survey Shows

Large investors significantly increase allocations to alternatives in hunt for yield Market volatility biggest risk to investment performance Most investors will shorten bond durations when rates rise

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Note Launch of green bonds

The term «Green Bonds» is more frequently used to describe a market that should mature very fast in order to deal with numerous requests for investments in the field of green infrastructure projects.

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Note Current approaches inadequate for assessing future longevity

The substantial increases in life expectancy witnessed in recent decades have been consistently underestimated, a new Swiss Re research report reveals. Robust, predictive approaches using forward-looking scenarios are (...)

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Note The multi-model scenarios, one reason for the success of the CPR Growth fund products

At CPR Asset Management, the allocation is a historical expertise based on a proprietary model, created in 1996, built and continuously enriched thanks to the work of management teams and research.

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Note EDHEC-Risk Institute study shows that progress remains to be made in risk management for pension funds

The survey finds that LDI is popular, but in concrete terms the fund separation approach, which is consistent with the LDI paradigm, is not yet sufficiently widely applied to manage the LDI approach optimally, especially in southern European (...)

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Note EDHEC-Risk’s annual European ETF Survey highlights ETF investors’ positive outlook

EDHEC-Risk Institute has announced the results of the EDHEC European ETF Survey 2013, a comprehensive survey of 207 European ETF investors. The survey was conducted as part of the Amundi ETF & Indexing research chair at EDHEC-Risk Institute on “Core-Satellite and ETF (...)

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Note Lyxor research highlights the growing role of Smart Beta in new investment strategies

Lyxor Asset Management today unveils the results of a new wide-ranging study that compares the performance of European domiciled active funds with that of their benchmarks. The research highlights the growing importance of risk factors and other Smart Beta strategies in (...)

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Note Hedge Funds Deliver Worst Annual Performance Since 2011

The Preqin All-Strategies Hedge Fund benchmark gained just 3.78% in 2014, the lowest annual return since the 1.85% loss seen in 2011

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Note EDHEC-Risk Institute study shows room to improve investment solutions in the Australian super system

Latest research argues that the Australian superannuation industry could be further strengthened by the development of an industry-led reporting standard and certification scheme.

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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 BofA Merrill Lynch Fund Manager Survey Finds Investors Raising Cash While Cutting Commodity Allocations

Global investors are keeping faith with equities while raising cash as markets enter the volatile year-end period, according to the BofA Merrill Lynch Fund Manager Survey for December.

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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 (...)

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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