Opinion Despite fears about the Bitcoin ’bubble’ bursting, the price of the new digital coins is going through the roof
According to Daniele Bianchi, of Warwick Business School, is Assistant Professor of Finance and he researches crypto-currencies incluing Bitcoin, despite fears about the Bitcoin ’bubble’ bursting, the price of the new digital coins is going through the (...)
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Opinion Total Return Futures set for further growth as buy-side adoption increases
Eurex launched Total Return Futures (TRFs) in 2016 in response to growing demand for listed alternatives to total return swaps. Since then, the product has evolved into an instrument used by a wide variety of firms for multiple purposes, enabling firms to lock in financing (...)
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Opinion Investors Cannot Ignore the Debt-Sustainability Question
Despite a pullback in bond yields, clients at our Solving for 2024 event were still uncertain about how to invest in a world of runaway government debt.
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Opinion Time for crypto investors to look beyond bitcoin for returns
New analysis by London-based Nickel Digital Asset Management (Nickel), Europe’s award-winning, regulated digital assets hedge fund manager is highlighting the need for crypto investors to start to look beyond Bitcoin for potential (...)
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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 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 Jean-Claude Guimiot : « There is no ’Smart Beta’ strategy within our asset allocation program »
According to Jean-Claude Guimiot, CEO of AGRICA EPARGNE (asset management company of the Group AGRICA), invest in "Smart Beta" index is not on the agenda ...
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Opinion Combining Active and Passive management in a Portfolio
In recent years, long-held ideas on portfolio construction have been called into question. Investors can now choose from a range of “smart beta” strategies, offering exposure to market risk premia in a systematic, transparent fashion. Where does the dividing line between (...)
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Opinion The «French Quants» must relearn to code!
In France, many financial engineers feel some aversion for IT. Some, fascinated by models, don’t consider for a second writing thousands of lines of code…
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Opinion Investors pay a high price for emotional decisions
New European research from behavioural finance experts Oxford Risk reveals that over 73% of wealth managers believe emotional decision-making costs investors investment returns.
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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 Equities in 2013: boring would be best
Past results do not guarantee future performance. However, they certainly set the tone for predictions of it. A year ago, the outlook statements for this year’s equity performance were rather cautious, with forecasters extrapolating the poor trend of 2011. However, 2012 (...)
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Opinion The European Credit Strategist: The year that QE failed?
According to BofA Merrill Lynch Global Research report, Month-to-date, investment-grade cash bond spreads are 21bp wider and high-yield cash bond spreads are 73bp wider. September is shaping up to be the worst month of the year for performance, and the year-to-date picture (...)
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Opinion Coronavirus: research, research, research…
In terms of data, the impact of the economic freeze is seen first on jobs; unemployment will rise dramatically, with the peak expected in the second quarter numbers. GDP contraction will follow – for example, the recent eurozone PMI (Purchasing Managers Index) was very weak (...)
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Opinion Sustainable investing: sector rotations may prove short-lived
Hamish Chamberlayne, portfolio manager within Henderson’s global equity sustainable investment team, discusses the significant sector rotations seen in 2016. He explains why the reversals in the energy and healthcare sectors may prove short-lived, given the longer-term themes (...)
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