›  Opinion 

Highlights

May 28

Opinion 10 Factors that could change economies and markets forever

The Covid-19 crisis has challenged individuals, families, companies, governments and investment markets around the world. It is an experience that could fundamentally reshape consumer and corporate behaviour as well as financial markets. With that in mind, here are the 10 (...)

Opinion

Have emerging markets lost their mojo?

Opinion

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

Archives

Latest articles

Popular articles

January 2011

Opinion Another horror year for contrarian investors?

It did not pay to be a contrarian in 2010. Will that be different in 2011?

January 2011

Opinion Stock markets: upcoming crash in 2011

The recent rise in stock markets is rather artificial and based on fragile factors. The structural ones remain bearish: prudential developments, systemic risk, and true inflation expectations in the long term mainly in the United (...)

December 2010

Opinion French alternative management: Towards a strong financial centre.

Following to their study on strenghts and weaknesses of France as an alternative management financial centre, Reinhold & Partners give us the main considerations for moving towards a strong financial center.

December 2010

Opinion « Wealth management: towards a new model »

product-driven approach versus service, lack of commitments of managers who became customer relationship experts versus loneliness of adviser, commercial bias versus follower bias... The two main models of private management seem more irreconcilable than (...)

December 2010

Opinion Short-selling ban had a detrimental effect on UK financial markets

New academic research suggests the ban dramatically reduced liquidity and worsened problems of volatility in the prices of UK financial stocks...

November 2010

Opinion Ireland is not second Greece

According to irish economist Cathal Brugha, professor of University College of Dublin (UCD) School of Business, Ireland does not face a similar crisis like Greece

November 2010

Opinion « Currency war », return of protectionism: threats and opportunities!

An analytical report by Jacques Tebeka, Head of Diversified Multi management at Edmond de Rothschild Investment Managers

November 2010

Opinion Bond bubble today and tomorrow ... Bond crash the day after tomorrow

Long-term rates that can not rise on short term, despite the abysmal public deficits ...

November 2010

Opinion Shedding some light on scandal hitting the US mortgage market

Much has been said and written about ‘Foreclosure-gate’ – a scandal hitting the US mortgage market. While some of the information accurately assesses the topic, much of what has been written has been naïve, uninformed or just plain (...)

June 2010

Opinion Hedge funds managers : Are women better than men?

In recent months, two studies leading to the same conclusions, set tongues wagging in the hedge fund industry : women hedge fund managers perform better than their male counterparts...

May 2010

Opinion European Debt: Focus on Spain

Spain is at the heart of the European debt crisis. In the space of one year, Spain’s long term credit rating was reduced from AAA to AA, with a negative outlook.

May 2010

Opinion Launching a hedge fund: reputation first!

Although capital requirements are much more important now than they were a dozen years ago, it is reputation which is all important...

February 2010

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…

... | < 24 | 25 | 26 | 27 | 28 | 29 | 30 | 31 | 32 | 33

Latest articles

Popular articles

Logo

Opinion Post-Covid recovery packages must quicken the pace to net-zero carbon emissions

Government recovery plans must lay the foundations for an irreversible shift to a resilient, net-zero and inclusive world economy.

Logo

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 Banks emerge as part of solution to Covid-19 economic crisis

The operating environment for European banks will be challenging, but resolution and senior debt bail-in are extremely unlikely. Banks will have to be a key piece of the puzzle as authorities seek to minimise long-term economic (...)

Logo

Opinion Impact of Covid-19: How did the nordic countries react?

The reaction to the virus outbreak was not one of denial at Nordic governments. The responses have been decisive, swift and wide to contain the first fall outs. Let’s take a firm look in the rear–mirror on what the Nordic countries looked like when the crises set (...)

Logo

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.

Logo

Opinion The Euro will survive, but not the current Euro zone !

If the existence of the euro is not challenged, it is the case of the euro zone in its current configuration. In the same way that cohabitation between countries with maintaining parity exchange had become impossible in the EMS, cohabitation has become impossible within (...)

Logo

Opinion Hedge funds managers : Are women better than men?

In recent months, two studies leading to the same conclusions, set tongues wagging in the hedge fund industry : women hedge fund managers perform better than their male counterparts...

Logo

Opinion Hour of truth comes for the flexible funds industry

According to Tarek Issaoui, Head of Cross Asset Flexible Solutions at THEAM, coming months and years will most probably see more differentiation between the performance of flexible funds. As diversification benefits become less important, drawdown management will develop (...)

Logo

Opinion Chinese GDP, a myth?

The slowdown of the Chinese economy, as reflected by GDP growth in Q3 2014, is not particularly serious. While there was a slight deceleration, GDP nonetheless increased by 7.3% year-on-year and by 1.9% quarter-on-quarter.

Logo

Opinion Brexit and beyond: Investing in Europe amid Political Risk

Political risk has been a feature in European markets for years. Lately, from Italy’s fiscal squabbles to turmoil in the streets of France, it feels like the volume of political noise has risen. However, political risk is not a reason to avoid European (...)

Logo

Opinion Three reasons why the 21st century will be American

“Which country will be the new China? Which country is ready to dominate the world economy? Not India, not Brazil, nor any other rapidly expanding emerging country, says Henk Grootveld. No, it is…the US.”

Logo

Opinion Euro MMFs Are Prepared for Lower Market Yields

Euro-denominated money market funds have already taken investment and operational measures to prepare for yields declining or even turning negative, should short-term money market rates shift in that direction following the European Central Bank’s decision to cut the rate on (...)

Logo

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.

Logo

Opinion Middle East turbulence: Impact on economic activity and risk assets.

There are no clear answers, given the fluidity of the situation and uncertainty over whether violence will spread further...

Logo

Opinion Accidental Americans Create Headache for French, European Banks

Boris Johnson, who was born in New York but left when he was five, found it outrageous that he was obliged to pay US taxes. The easy solution was to pay to renounce his US citizenship, which he did in 2016. Hundreds of other accidental Americans don’t have the luxury of such (...)

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

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
Opinion Accidental Americans Create Headache for French, European Banks
Read comments Update January 2019

Advanced search

© Next Finance 2006 - 2020 - All rights reserved