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July 19

Opinion Asset-quality Quarterly: brighter prospects for European banks

Credit conditions for European banks are normalising and prospects for the second half of the year look bright. A return to pre-crisis operating income with higher loss absorption buffers accumulated during the crisis will facilitate management of (...)

Opinion

Covid-19 index: when might life return to ‘normal’?

Opinion

Turkey – Here we Go Again

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March 11

Opinion What is your expectation on how central banks will act on interest rates at their upcoming meetings?

The US Federal Reserve (Fed) and European Central Bank (ECB) are in different positions, where the Fed has eased back on its stimulus while the ECB has kept its purchase programmes going.

February 25

Opinion Glimpses of light at the tunnel’s end

After a rollercoaster 2020 for European high yield markets, 2021 looks set to be more stable. Fears of high levels of corporate defaults have proved unjustified, allowing high yield to rebound in 2020 and setting the scene for the coming (...)

February 8

Opinion Silver squeeze: What’s behind the surge in silver?

Silver is in the spotlight this week, after the popular r/WallStreetBets community on Reddit highlighted the fundamental value in acquiring silver at current levels. The online posting was the catalyst for increased retail flows and awareness. Last Thursday 28 January, the (...)

February 2

Opinion Don’t Mistake Growth for Quality

As investors adjust for a potential style rotation, we urge them not to abandon their portfolios’ “quality compounders” and “transition winners.” Following the shock of the coronavirus crisis, there is a lot of talk of “early-cycle” economic dynamics: higher GDP growth, inflation (...)

January 31

Opinion This week’s chaos in GameStop and related areas has blown some of the froth off equity markets and has certainly transformed the mood of some market participants

The parabolic rise of this stock, reportedly driven by retail speculation, short-covering and options hedging, has reverberated across a number of other stocks and sectors.

January 27

Opinion UK Equities: Resurrection of the deplorable asset class!

If the UK equity market was out of favour at the beginning of 2020, it’s even more so now. Until the arrival of three vaccines prompted a wave of market exuberance towards the end of the year, UK equities had fallen approximately 20%. The only two worse-performing equity (...)

January 25

Opinion Laggards, electric vehicles and energy storage: The outlook for the climate transition in 2021

Jaime Ramos Martin, portfolio manager of Aviva Investors’ climate transition strategy, and Rick Stathers, Aviva Investors’ climate lead, look at three themes that will shape the outlook in 2021.

January 20

Opinion Outlook 2021: Global and thematic equities

Global equities can continue to perform well in 2021, but tech may have to share the limelight with some unloved areas. Meanwhile, a number of mega-trends will continue to gather pace.

January 20

Opinion Inauguration Day 2021 – What is the outlook for US Equities and markets?

Understanding how individual companies are likely to perform in an environment dominated by the major themes that we have identified is likely to yield significant opportunities over the coming quarters and years.

January 19

Opinion Can Thematic Investing provide investors with growth opportunities in uncertain times?

CAMRADATA’s latest whitepaper on Thematic Investing, considers the role this type of investing can play in asset management and explores trends that can permeate society and traverse sectors.

January 14

Opinion No alternative to equities

While political risk, a second Covid-19 wave, lower economic activity and suppressed inflation might trigger a short-term sell-off, in the medium term a high equity risk premium and low rates will support equities

January 11

Opinion Democrat sweep to open fiscal floodgates and boost growth

Democrats have completed a sweep of Congress following the double victory in the state of Georgia’s run-off election. Keith Wade, Schroders’ Chief Economist, discusses what this means for the US economy in the near-term

December 2020

Opinion Disruption: Facing the future head-on

A shrewd investor always looks to the future. Our role, and indeed our duty, is to support companies that can come up with concrete solutions to the main challenges facing society today. If we are to rise to such formidable challenges, we at CPR AM firmly believe there is (...)

November 2020

Opinion The US election: What it could mean for technology

Biden has to date said little on big tech and has no clear tech policy advisors; he has said in interviews he is more interested in content moderation than competition policy. However House Democrats have put forward a report advocating major changes to anti-trust laws (...)

November 2020

Opinion Central Banks: leading the path towards Impact Investing

According to Frédéric Samama, Chief Responsible Investment Officer at CPR AM, the fact that Central Banks are putting these issues on their agenda sends a signal that all corporates are increasingly evolving into an environment in which these themes are becoming (...)

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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 (...)

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Opinion What is your expectation on how central banks will act on interest rates at their upcoming meetings?

The US Federal Reserve (Fed) and European Central Bank (ECB) are in different positions, where the Fed has eased back on its stimulus while the ECB has kept its purchase programmes going.

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Opinion Silver squeeze: What’s behind the surge in silver?

Silver is in the spotlight this week, after the popular r/WallStreetBets community on Reddit highlighted the fundamental value in acquiring silver at current levels. The online posting was the catalyst for increased retail flows and awareness. Last Thursday 28 January, the (...)

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Opinion Overview of Quantitative Finance in France

A short review of quantitative finance in France under the lens of the Next Finance website: Profile of quants, origins and outlook of the industry.

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Opinion Are french OAT overvalued ?

According to John Gilbert, CIO of the Berkshire Hathaway’s subsidiary General Re-New England AM, French 10-year bonds should yield between 4.5% and 5%, closer to Italian and Spanish bonds rather than German ones. However, This opinion is not shared by the majority of the (...)

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Opinion Quantitative Management: French Managers make resistance

Despite respectable performances, French quantitative managers are struggling to significantly increase their assets. Is it the fault of too cold local institutional?

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Opinion Investment outlook: Mind the gaps in the turtle cycle

Regional differences in growth and policy will drive international financial markets next year. This is the view of Asoka Wöhrmann, Chief Investment Officer (CIO) of Deutsche Asset & Wealth Management in his outlook for (...)

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Opinion ECB’s decision is likely to extend the period of suffering for European banks

Since the financial crisis, the unwritten rule has been that bad economic news was good news for investors, as central-bank taps likely would be opened. And if a central bank talked more dovishly than expected in a meeting, the markets were quick to react and (...)

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Opinion Mind the Gap

To those who have seen headlines over new record highs in equity markets or who mainly judge equity market valuations on the back of price-earnings or earnings yields it might sound strange to argue that equities are (...)

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Opinion All eyes on Brazil !

According to Daniel Isidori, fund manager at Threadneedle Investments, the Brazilian companies most affected by the upcoming election are state owned and rather than taking exposure to all of them, he suggests to have a small overweight in the energy giant (...)

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Opinion Which central banks will have the most room for maneuver?

In the decade following the Great Recession, central banks in developed countries have resorted overwhelmingly to unconventional measures to satisfy their mandates, be they dual (price stability and full employment) or solely focused on price (...)

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Opinion Is Turkey’s recovery threatened by its Syrian incursion?

Until just a week ago, Turkey (against all the odds) seemed to be doing well again, said Reza Karim, assistant fund manager, Fixed Income. Inflation had come down from 25% last year to 9%. The central bank had managed to cut rates by 750bps, which restarted the debt-fuelled (...)

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Opinion Burgers, beer and deflation fear: credit opportunities amid the chaos

Ariel Bezalel, Head of Strategy, and Harry Richards, Fund Manager, explain where they have been snapping up credit opportunities, while remaining alert to the risks often concealed in bear market rallies.

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Opinion Fear of Inflation

The increase in inflation has been considered as one reason for the correction. Accelerating inflation is related to the tightening of central banks’ monetary policy and the rise in the interest rate level, which may be a burden on economies and equity (...)

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Opinion Renminbi depreciation, an unexpected but welcome move

The depreciation of the Chinese currency took many investors by surprise. And a surprise it was, although not necessarily a negative one, says Victoria Mio.

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.

Last commented articles

Opinion Silver squeeze: What’s behind the surge in silver?
Read comments Update February 27,  18:00
FR Opinion Poisson d’avril sur les marchés
Read comments Update May 2019
FR Opinion Reprise des financières européennes
Read comments Update May 2019
FR Opinion Un bon sens partagé ?
Read comments Update March 2019

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