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May 11

Note New research reveals institutional investors and wealth managers plan to switch to metal investment funds with stronger ESG credentials

New research with institutional investors and wealth managers reveals the growing demand for metal investment funds with a strong ESG focus, ensuring the metals are sustainably and ethically sourced.

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Issuance in Emerging Market Green Bonds to Reach $100 Billion by 2023, Amundi and IFC Find

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Water risk: what COVID-19 has taught us about ignoring systemic risks and what to do about it

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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 (...)

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 (...)

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% (...)

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 (...)

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 (...)

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 (...)

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 (...)

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.

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% (...)

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 (...)

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 (...)

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.

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.

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 (...)

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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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 Retail fund distribution in the midst of major changes according to CACEIS and PwC report

CACEIS and PwC Luxembourg joined forces to release a new report, entitled Reshaping retail fund distribution - Winning strategies and tactics in a disrupted environment.

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Note Euro zone bailout plans: origin and utilization

Back on bailout plans granted to countries in the Euro zone encountering severe fiscal deficits since May 2010. How are tens of billions Euros raised, what are they for, and mainly, are those amounts enough to re-establish the public finances and stabilize those countries (...)

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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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Note Financial markets: Local shock but global crisis

The history of crises on financial markets and their amplification during the past 15 years cannot be understood at all if we stick to pure fundamentals. It is necessary to integrate the contagion factor among financial assets and forced selling for commercial, prudential, (...)

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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 Frontier markets – the richly diverse path to yield

Credit Suisse Research Institute launches “The Next Frontier” report and the Credit Suisse Frontier Markets group of 30 countries, accounting for USD 3.7 trillion of economic output

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Note Multi-Asset Funds Face Investors Scrutiny on Flexibility

Fitch Ratings says in a new report that active multi-asset managers will be under pressure to demonstrate their dynamic asset allocation skills in 2015. Few flexible multi-asset funds managed to fulfil their objectives last (...)

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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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Note Diversity wins : Persistent investor interest in smart beta, particularly within diversifying strategies

Willis Towers Watson’s institutional investment clients globally allocated $10bn, via 175 selections, to diversifying investment strategies in 2015. Within this grouping, liquid alternatives attracted the most interest with over $8.1bn, of which approximately half is in smart (...)

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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 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

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Note Challenges for Europe’s banks

Even in the seemingly unlikely case that a comprehensive solution to the sovereign crisis is found, the changed regulatory backdrop is a major challenge for the banks, and probably for the economy as a whole.

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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 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 (...)

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

Note Emotion is not a sign of weakness for investors any more
Read comments Update March 2,  13:37
FR Note Les déséquilibres TARGET2, de nouveau au centre de l’attention
Read comments Update April 2020

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