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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 (...)

Opinion

FED: US Economy looks like 2007

Opinion

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

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May 26

Opinion For the BJP

The results of the world’s largest general election were announced today after 6 weeks of voting, with around 900m registered voters casting their ballot across 543 constituencies. The incumbent Bharatiya Janata Party (BJP) won a majority of seats, which means that Modi will (...)

May 26

Opinion After Modi’s landslide win, all eyes on what he does for the Indian economy

India’s Narendra Modi won a second term as Prime Minster after a landslide win in the general elections in the world’s largest democracy. Mr. Modi’s party BJP won a simple majority with almost 300 out of 542 seats in the Lok Sabha (India’s equivalent of the House of (...)

May 20

Opinion For Evli, Nordic corporate bonds offer an attractive risk-return profile

The Finish independent asset manager Evli remains very positive on Nordic corporate bonds risk-return profile. With a strong experience on this market, Evli offers to highlight through this news flash the characteristics and the quality of this fixed income (...)

May 20

Opinion Unicorns and Growth: From Sales Stories to Profit Fantasies

Technology unicorns are in the spotlight, with Uber’s recent high-profile IPO. As scrutiny of their business models intensified, we think investors should also ask tough questions about publiclytraded companies with high sales growth but scant cash (...)

May 20

Opinion Are newly cautious U.S. consumers behind the world’s low interest rates?

One key effect of the reduced borrowing may have been to encourage record low interest rates, both in the U.S. and elsewhere, as lenders attempted to reignite the borrowing cycle. while a slowdown in debt issuance drove up bond prices, pushing yields (...)

May 14

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 (...)

April 9

Opinion Equities and corporate credit well placed as fed pauses for breath

Last year ended with torrid market returns, and we entered 2019 with global financial conditions tightening sharply. So where does that leave us, and how will we react with regards to the Global Multi Asset Income (...)

April 4

Opinion Five Eyes on 5G

Last November I was talking to investors in Japan about how 5G connectivity was going to change the way we live in unimaginable ways. Perspectives from Yan Taw Boon, Director of Equity Research, Asia and Co-Portfolio Manager, Equity Research Thematic Portfolios, Neuberger (...)

April 1

Opinion The Australian housing bubble is close to popping

Tighter lending standards in Australia placed huge pressure on the housing market in 2018 and the country now faces its worst property downturn for 35 years. Ariel Bezalel, Head of Strategy, Fixed Income, explains why the dynamics behind the housing slump are key to his (...)

March 28

Opinion Brexit’s impact for equity investors

For someone living, moving to or doing business with the United Kingdom in the last year, the “Brexit Question” has been an important consideration. During the beginning of 2019 there have been several dates, votes and occasions when we expected to get a detailed picture of (...)

March 20

Opinion Sterling and Equities unmoved by Brexit extension vote

Following the vote to extend the Brexit process the British pound has not shown significant movement around equity market opening time, currently trading at above 1.32 vs the USD.

March 11

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 (...)

March 11

Opinion The ECB is rushing.. at slow speed

Although they will only have 2-year maturities, the LTROs were already announced, so early that details are not even finalized yet. It was visibly considered necessary to send a strong message now.

March 11

Opinion Dave Lafferty : "If you were waiting for evidence that European monetary policy has turned the corner, you’ll definitely be disappointed... if not surprised."

Draghi essentially confessed to what everyone already knows - the European economy , after a short bout of strength in late 2017/early 2018 - is decelerating again.

March 7

Opinion Hedge fund briefs : A rising tide lifts most boats

Hedge fund strategies experienced a symmetric move. The strategies that suffered in December such as L/S Equity and Relative Value Arbitrage rebounded recently, while those resilient at the end of 2018, such as CTAs, lagged behind so far in Q1 due to their short equity (...)

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Opinion For Evli, Nordic corporate bonds offer an attractive risk-return profile

The Finish independent asset manager Evli remains very positive on Nordic corporate bonds risk-return profile. With a strong experience on this market, Evli offers to highlight through this news flash the characteristics and the quality of this fixed income (...)

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Opinion Piketty and Plutonomy: The revenge of inequality

When wealth and income are as concentrated as they are, and expected (a la Piketty) to get even more so, examining the “average” consumer or “average” investor makes little sense. Examining the fat tail – the behavior of the plutonomists, rather than that of the multitudinous (...)

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Opinion The French election represents a win for EU continuity and integration.

According to David Lafferty, Chief strategist, Natixis Global Asset Management, the French election represents a win for EU continuity and integration. As Le Pen risk passes, the next hurdle for the EU project is likely to be the Italian banks which remain mired in (...)

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Opinion Curve Steepening – Already Been There?

Most developed market yield curves have suffered bear steepening over the past few weeks, despite quantitative easing (QE).

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Opinion Financial correlations and loss of common sense

Isn’t correlation in finance charlatanry? We analyze this question through 4 situations that have been observed on financial markets with final investors, asset managers and proprietary traders.

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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 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 Will 2017 herald a commodity bull market?

According to David Donora, Head of Commodities, Columbia Threadneedle, after commodity prices bottomed in early 2016, demand is outstripping supply once again, suggesting the next bull market may be approaching...

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Opinion The case for Japanese equities

We see further strength in Japanese equities after their recent rally, given an encouraging earnings outlook, relatively low valuations and a stable yen under Japan’s ultra-easy monetary policy.

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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.

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Opinion « Commodities and emerging markets: must-have investments or speculative bubbles »

Now that growth is back, emerging countries are in favour with many investors. Economic growth in these zones means commodities can also be profitable investments...

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Opinion More upside in 2013 for hedge funds, says Lyxor research

The remainder of 2013 is setting up for further gains and hedge funds are positioned to take advantage of the opportunities. The US economy is expanding steadily and growth will likely accelerate in the 2nd half of the year as fiscal restraint wears (...)

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Opinion Gold, Mines & Natural Resources…a mixed 2017

Although the year was positive for natural resources overall, their performance lagged the global markets. 2018 could offer better prospects, an uptick in inflation being perhaps the best scenario for the theme.

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Opinion Don’t cry for Argentina

In accordance with the Right Upon Future Offers or RUFO clause (similar to a conventional clause requiring creditors to be treated pari passu) contained in the 2005 agreement on the restructuring of the debt of the exchange bondholders (preventing Argentina from making more (...)

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Opinion China goes for ’gently does it’

Chinese economic reforms continue, but the authorities are going about it carefully. After all, they don’t want to risk missing their growth targets. Oil-price declines and the US growth recovery are providing some welcome wind in China’s (...)

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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