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June 8

Strategy Mega Mergers to keep fueling Risk Arbitrage

With risk assets back to record highs, markets are currently looking for the next catalyst that would push equities higher. But with the Fed potentially signaling a looming reduction in asset purchases at the next FOMC meeting on June 16, it seems wise to remove some risk (...)

Strategy

Impact investing: Think long term, act now

Strategy

CTAs add value in the new correlation regime

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February 2011

Strategy Commodities: Political tensions coupled with robust growth pushing Oil prices higher & short-term consolidation for Gold

According to Société Générale Private Banking’s strategists, the recent spike in oil prices strikes as too abrupt to be entirely justified by fundamental economic factors and Gold entered a short-term consolidation.

February 2011

Strategy What would it take to solve the eurozone crisis?

Last year’s key call was to spot the indebtedness of peripheral European governments and go underweight quickly. Those who did prospered all year, but in January of this year they got a nasty shock as peripheral spreads came rattling in and peripheral financials (...)

February 2011

Strategy Egypt: between fear and hope

Egypt is the most populated country in the Arab world and its economy is second only to that of Saudi Arabia. The striking media images can easily give rise to anxiety and hide long-term perspectives. That is not a good (...)

January 2011

Strategy Is inflation about to dent markets?

It is always sobering when one of this writer’s year-ahead predictions appears obsolete after only a few days. And it was only last week that his belief that policy may remain easy during 2011 already started to be (...)

January 2011

Strategy Are equities really that cheap?

We are not convinced we have seen the end of deleveraging and thus are sceptical that equity markets are cheap...

December 2010

Strategy « frontier markets » : compelling and diverse long-term return opportunities

Frontier market development offers exciting opportunities reminiscent of those offered by emerging markets during much of the 1980s and 1990s. The very nature of these frontier markets, means that they are inefficient, offering skilled managers plenty of opportunities to (...)

November 2010

Strategy «Owner or lender?»

Will it be better to invest in equities or bonds in 2011?

November 2010

Strategy What strategy on Irish bonds and bonds of so-called peripheral countries?

According to Natixis AM, the bailout plan should support the short end of curve and strengthen Irish bonds with residual maturity of 1 to 3 years, which offer attractive carry at yields of around 4.80%.

November 2010

Strategy Neural networks, the future of trading?

It is the latest innovation of algorithmic trading, and perhaps one of the most promising ...

November 2010

Strategy Pension funds predicted to increase hedge funds exposure in the coming years

The current pension allocation is only a fraction of the allocation of many of the leading endowment funds, many of whom have up to 50% of their portfolio invested in hedge funds.

May 2010

Strategy Volatility : An asset class to make a portfolio more robust to crises

Investors, especially those of long-term maturity, should take advantage, to make their portfolios less vulnerable to episodes of market stress...

March 2010

Strategy Managed futures strategies

This type of strategy is based on a simple idea: try to take advantage of an exposure on futures contracts («Futures») with the underlying being a financial instruments or a commodity ...

October 2009

Strategy The « news trading », to what extent ?

The news trading is a type of algorithmic trading, which involves taking automated real-time decisions to buy or sell, according to a detailed analysis of the news ...

October 2009

Strategy Agricultural land rush of investment funds!

After launching products indexed to changes in prices of agricultural products, many banks and investment funds are turning now to the land acquisition...

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Strategy The call spread strategy funded by a put is popular!

According to Antoine Deix, Dividend Strategist at BNP Paribas, dividend derivatives are greatly democratized since futures and options were listed respectively in 2008 and 2010. These products now cover all types of investors (...)

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Strategy How Smart is ‘Smart Beta’ Investing?

Investors increasingly embrace “smart beta” investing, by which we mean passively following an index in which stock weights are not proportional to their market capitalizations, but based on some alternative weighting scheme. Examples include fundamentally-weighted indices (...)

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Strategy Quality, the positive factor

Quality is positive: it is about good companies that are efficient at managing their businesses profitably, creating shareholder value and being rewarded with above average returns. Yet, quality is not always easy to recognise or measure. Here are a few pointers for avoiding (...)

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Strategy An example of Quantitative Strategy: The Low Volatility approach

Low volatility indices and, more broadly, products based on quantitative strategies aiming to select only low-volatility stocks, have met with growing success with the financial community and investors. However, most of these indices have major drawbacks that cannot always (...)

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Strategy Event-Driven stays alluring despite the SPAC slowdown

Event-Driven strategies saw exciting developments in recent quarters, in a context where global M&A volumes saw the strongest start to the year ever. Global M&A volumes, close to USD 1.5 trillion year-to-date, were fueled by a flurry of U.S. acquisitions and Special (...)

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Strategy Subordinated debt – worth a look for yield-starved investors

Bonds yield little, while equities are not particularly cheap. Against that unappealing backdrop, looking beyond the beaten track for alternatives may prove rewarding. Anthony Smouha, CEO of Geneva-based Atlanticomnium, explains why he believes that junior debt could be an (...)

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Strategy Going neutral on equities

It is time to take a neutral stance on equities as company earnings don’t keep up with share price rises and volatility is expected to get worse, says Robeco’s head of asset allocation.

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Strategy Risk factor investing explained

Risk factor investing is growing in popularity, but there’s a risk of getting lost in the factor “zoo”. In this Expert Opinion Thierry Roncalli, Head of Quantitative Research at Lyxor Asset Management, explains the concept of risk factors and distinguishes between facts and (...)

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Strategy The Euro’s Survival and traditional asset classes prospects for 2012

On the basis of the survival «in fine» of the Euro through a constrained and massive indirect monetization from the ECB, what are the expectations for 2012 on foreign exchange, short-term rates, long-term rates and (...)

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Strategy El Niño: Winds of Change for Commodity Prices?

Based on their data, the National Oceanic and Atmospheric Administration (NOAA), the organization responsible for identifying global weather patterns, is predicting a greater than 90% chance that El Niño will continue through the northern hemisphere winter in 2015-2016 and (...)

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Strategy Japan Could Win a Medal in the Recovery Race

A strong manufacturing base and changing attitudes toward shareholder value could mean the world’s capital heads to Japan, even if the world’s sports fans cannot. The analysis of Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Neuberger (...)

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Strategy 7-8% return in the high yield corporate bond market in 2011 ?

According to Ian Edmonds, manager of the Legg Mason Western Asset Global Multi Strategy Bond Fund, falling default rates, increased M&A activity and surging supply should drive strong returns in the high yield corporate bond market in (...)

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Strategy Frontier markets no riskier than emerging markets

According to new Research Foundation of CFA Institute book, Frontier Market Equity Investing: Finding the Winners of the Future, valuations are more attractive and, therefore, opportunity for future returns is greater in frontier (...)

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Strategy Jean-Louis Nakamura and Jérôme Teiletche : «risk-parity portfolios provide real diversification »

According to Jean-Louis Nakamura, CIO Asset Allocation and Jerome Teiletche, Head of Systematic Strategies and Alternative Portfolio Construction at Lombard Odier, the Risk parity approach is a growing interest to pension funds (...)

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Strategy L/S Equity strategies bear the brunt of the turmoil

L/S Equity and Event-Driven strategies underperformed due to their elevated market beta. L/S Equity strategies also suffered due to the rotation in risk factors which saw growth/ momentum stocks underperforming value and low beta (...)

Focus

Strategy CPR AM has recently launched CPR Invest – Global Disruptive Opportunities | A look back at an accelerating phenomenon: disruption

The recently theorised phenomenon of "disruption" is defined as a process whereby a product, a service or a solution disrupts the rules on an already established market. Technological progress, along with the globalisation of trade and demographic changes are now helping to (...)

Focus

Hidden assets

Learn about hidden assets (volatility, correlation,...) and related strategies

Multi-asset funds

Special Focus on Multi-asset funds: Prevent structural asset allocation biases to improve responsiveness, Allocation strategy for 2017, Multi-Asset Funds Face Investors Scrutiny on Flexibility…

Smart Beta

Special focus on Smart Beta & Factor Investing : Beta positionning and outlook within current asset management framework | Risk factor investing | Factors Value, Momentum, Low Volatility, Quality | Smart Beta and Low Carbon | Smart Beta and (...)

Strategies on dividend derivatives

Dividends : New strategies - Analysis, investment perspectives and strategies on dividend derivatives....

Alternative Risk Premia

Alternative Risk Premia: Alternative Risk Premia strategies | Using Risk Premia for a true diversified portfolio | Investors Increase Pressure on Hedge Funds to Lower Fees | Combining différent styles for risk premia (...)

Infrastructure

Infrastructure : A Growing asset class | The role of pension funds | Energy infrastructure | The MLP example | Accessing the US Energy Infrastructure with MLP ETFs....

China

China : Invest in domestic chinese stocks with ETFS-E Fund MSCI China A GO UCITS | Chinese domestic equities could benefit from more economic stimulus| Li Kequiang’s Chinese growth indicator …

Gestion Obligataire

Gestion Obligataire : Quelle allocation d’actifs obligataires ? | Rallonger la maturité des investissements | La recherche de rendement, un exercice de plus en plus difficile | Investir en volatilité sur les obligations américaines | Déclin de la liquidité du crédit | Rendements (...)

Gestion Action

Gestion Action – Comment investir dans les actions thématiques ? Small Caps, Growth, Value, Momentum, High Dividend, Equity Europe Income Defensive... Quel style de gestion pour quel rendement/risque ? La bulle sur les stratégies à faible volatilité est-elle en train d’éclater (...)

ETF Actions américaines

Actions américaines : comment investir à ce stade du cycle ? Avec une collecte record de 16 milliards d’euros à fin août, soit 70% de la collecte totale du marché des ETF européens, les actions américaines dominent largement les flux ETF depuis le début de (...)

Actions Thématiques - Special Disruption

Actions Thématiques - Special Disruption - La pandémie du Covid 19, accélérateur de la disruption sur le long terme : En quelques semaines, l’innovation s’est accélérée, les taux d’adoption à de nouveaux usages ont explosé : télémédecine, apprentissage à distance, loisirs confinés… (...)

Special Investissement Responsable

Special Investissement Responsable - A quoi correspond le S de ESG ? Qu’est-ce que l’Investissement Responsable ? Qu’est-ce que l’Impact Investing ? Quelle action aurais-je en tant qu’investisseur ?

Qu’est-ce que la Blue Economy ?

Blue Economy - L’économie bleue (« Blue Economy ») est considérée comme l’un des prochains thèmes porteurs de la finance responsable d’après une étude réalisée par l’organisme Responsible Investor.

Forex

l’actualité et les stratégies sur le marché du change

Last commented articles

FR Stratégie Démonstration mathématique des raisons pour lesquelles les titres de croissance battent les titres "value"
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FR Stratégie L’intérêt d’une exposition dynamique aux obligations
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FR Stratégie Les « actions protégées », une stratégie séduisante à calibrer sur-mesure
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