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December 11

Opinion Headlines that might surprise investors in 2020

The outlook for the UK stock market remains incredibly foggy in the run-up to this year’s general election. Most global investors continue to regard the UK as an uninvestible market, as they have since the EU referendum in (...)

Opinion

Are Private Equity Blowouts Good for Stock Investors?

Opinion

Is Turkey’s recovery threatened by its Syrian incursion?

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October 18

Opinion The art of the deal

The UK takes a big step towards Brexit, with today’s key announcement. Parliamentary ratification is the next major hurdle to clear. With the DUP reportedly uncomfortable with the deal, the parliamentary arithmetic for Saturday’s vote is very hard to (...)

September 26

Opinion Is the Eurozone headed for two decades of japanstyle slow growth?

Despite it being more than 10 years since the global financial crisis (GFC), the world remains heavily indebted and there is no realistic prospect of that debt reducing in the short or medium term. Barring glaring historical exceptions, sovereign debt levels in many (...)

September 23

Opinion German fiscal stimulus, can we believe it?

It appears that a German fiscal stimulus is not imminent and that these effects would take time to materialize. Maintaining a budget surplus target while the Eurosystem will start buying German bonds again from November will maintain downward pressure on German long-term (...)

September 16

Opinion Treading a more tenuous path

The duration rally over the month of August was eye-watering. The whole German sovereign bond curve, out to 30 years, now trades with a negative yield, with half the European investment grade bond universe also yielding below (...)

September 16

Opinion Draghi’s leaving message for euro area banks: learn to live with negative rates

The ECB’s new stimulus package adds to top-line challenges for European banks though the measures should support loan quality and asset valuations, says Scope Ratings.

September 3

Opinion Review of the chinese economy at the end of the summer of 2019

The monthly data published at the start of the second quarter are fairly mixed and show no tangible signs of growth momentum improving in China. The GDP published for the second quarter has recently confirmed this sentiment. The slowdown at work since the start of the decade (...)

July 25

Opinion Europe’s overlooked technology sector is thriving

While Europe’s fragmentation has hindered development of a mass-market giant to rival those from the US and China, its distinctive technology businesses are competing successfully in global markets.

July 24

Opinion Climate disasters are more and more frequent in the United States

According to the European Space Agency, never a month of June had been as hot on the surface of the Earth as in 2019. It is now clear that climate disasters have intensified in recent years. This has been clear in the United States in recent (...)

July 16

Opinion ESG 2.0

Interlinking climate change with investments is critical today and it will become even more important in the future as climate change is one of the biggest issues facing humanity today.

July 16

Opinion European equities have room to rally

The strong rally in markets during the first three months of 2019 reversed the trend seen at the end of last year. The US Federal Open Market Committee’s March meeting confirmed that the Fed has moved from mobilising against an inflation overshoot to trying to correct the (...)

July 12

Opinion ECB worries have receded, but Fed policy doubts have some pundits on the defensive

July 1

Opinion The G20, where the world’s two largest economies will go head to head

The G20 summit in Japan on the 28-29 June will take the center stage this weekend as the world’s two largest economies remain locked in an ongoing trade war.

June 24

Opinion Facebook’s Libra announcement shows it has no fear of further scrutiny over data privacy, says GlobalData

Following the recent announcement that Facebook intends to launch a cryptocurrency called Libra, Laura Petrone, Senior Analyst, Thematic Research at GlobalData, a leading data and analytics company, offers her view on the data privacy concerns around this (...)

June 20

Opinion FED: US Economy looks like 2007

According to Bastien Drut, Senior Strategist at CPR AM, the context of the US economy in 2019 is not unlike that of 2007, that is to say, a period of economic slowdown that preceded the recession of 2008/2009.

June 11

Opinion Bailing out the titanic with a teaspoon or why hope is a strategy for the ECB

The European Central Bank (ECB) meeting today was anticipated by investors with a range of expectations across the market from the hopeful to the pessimistic. With market-implied medium term inflation expectations close to all-time lows, Draghi’s reputation as the ‘man who (...)

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Opinion Review of the chinese economy at the end of the summer of 2019

The monthly data published at the start of the second quarter are fairly mixed and show no tangible signs of growth momentum improving in China. The GDP published for the second quarter has recently confirmed this sentiment. The slowdown at work since the start of the decade (...)

Logo

Opinion Is the Eurozone headed for two decades of japanstyle slow growth?

Despite it being more than 10 years since the global financial crisis (GFC), the world remains heavily indebted and there is no realistic prospect of that debt reducing in the short or medium term. Barring glaring historical exceptions, sovereign debt levels in many (...)

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Opinion Greece: the end of bailout program

The end of the Greek bailout program on Aug 20 bears both virtues and risks. While the country is regaining some fiscal room of manoeuvre, there is no longer any additional precautionary funding scheme in place, which means Greece is now reliant on financial market funding (...)

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Opinion Scope welcomes European Commission’s Action Plan on sustainable finance

The European Commission’s sustainable finance plan is a step forward, in the view of Scope Public Finance. This contribution outlines Scope’s views on the distinct nature of ESG and sovereign risk, their areas of overlap, and next research (...)

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Opinion Do the layoffs at Crédit Agricole represent a sharp decline in French banks?

The layoffs have unquestionably impacted the personnel of the French banks but a greater malaise reigns. A top ranked outgoing senior executive considers the current situation as symbolizing an unprecedented weakening of French (...)

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Opinion What is “risk free” ?

Would it be conceivable that top-quality corporates can take over the baton of being the “risk free” investment of choice? Nestle default protection is cheaper than German sovereign protection and Wal-Mart default protection is cheaper than United States sovereign (...)

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Opinion Benchmarking: The Multi-Asset Class Exception

Ask any active fund manager about his benchmark, and he will have a ready-made answer. Even fixed-income managers have plenty of indices to choose from. The call is trickier for diversified fund managers...

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Opinion How can Brexit impact HNWIs?

As Brexit’s uncertainty cascades to all aspects of the global economy, high net worth individuals (HNWIs) share with the nation a great deal of uncertainty, albeit of a slightly different variety.

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Opinion Valuation multiples for the S&P 500 remain near historic highs.

When it comes to valuing shares, the price-to-earnings (P/E) ratio is a bit like the baloney sandwich of equity valuation. Wall Street’s finest might all know about more elegant, sophisticated and nutritious alternatives.

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Opinion On the uncertain future for money market funds

In the face of the low money market interest rates, returns offered by investments in money markets products have been declining steadily. While money market fund managers managed to turn in slightly positive performances in 2015, this could prove more daunting in (...)

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Opinion Wanted: earnings growth

Global stocks are up year-to-date, having shaken off worries about the strength of the global economy in the wake of the UK’s Brexit vote. But we believe further gains require a meaningful improvement in corporate earnings, particularly in developed (...)

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Opinion ’L’exception Française’ is still interesting for investors

France is still an interesting country for investors, despite its economic sluggishness and internal political problems, says Robeco Chief Economist Léon Cornelissen.

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Opinion What alternate solutions to multi-management?

Active multi-management has been strongly criticized by some investment professionals who would rather use either passive index management or single-stock management. Emmanuel Regnier, allocation manager at CCR-AM, shares with us his assessment of the true cost of theses (...)

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Opinion Facebook’s Libra announcement shows it has no fear of further scrutiny over data privacy, says GlobalData

Following the recent announcement that Facebook intends to launch a cryptocurrency called Libra, Laura Petrone, Senior Analyst, Thematic Research at GlobalData, a leading data and analytics company, offers her view on the data privacy concerns around this (...)

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Opinion Big thoughts on little loans through mezzanine tranche of microfinance CLO structure

Not all microfinance creates positive social benefit, so a robust research process is critical to ensure that benefits will be achieved. The social responsibility of the lending process is an essential check in reducing financial risk and delivering more sustainable (...)

Focus

Opinion Psychology and smart beta

‘Smart beta’ sounds like an oxymoron. How smart can it be to continue using the same strategy in such fickle markets? A portfolio manager calling on all his skills (‘alpha’) in analysing market environments (the source of ‘beta’) should be able to outperform an unchanged (...)

Focus

Mory Doré’s column

Mory Doré’s views on monetary policy, asset allocation, financial management of banks and understanding of crises

Éclairages Économiques Notebook

The association Éclairages Économiques share with us analysis mostly relying on current research on various economics issues

Selection: Prospects

Regulation Regulatory prospects: 2012 and beyond

2009 was a year of intense reflection on the functioning of the financial sector. There followed an intense regulatory activity in 2010, unfortunately with few formal adoptions of regulations. 2011 marked the surge of the will to succeed with provisional schedules. Where do (...)

Reading An Economic Approach to Marriage

Marriages are not always very stable. A divorce rate of 50 % in developed countries serves to prove. We ask ourselves if it is possible to form stable relationships. An economic analysis may be able to answer this (...)

Note Aging population poses new opportunities for global investment managers

Early conclusions from ongoing SimCorp StrategyLab research point to demographic changes as a key factor influencing the future of the global investment management industry.

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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