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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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March 2017

Strategy How can investors navigate European politics and US monetary policy?

Strong US economic data and a more hawkish Fed saw the US Treasury index yield climb 20 bps, pushing performance down last week and putting pressure on fixed income exposures. Corporate bonds performed better — as expected — but the best position was in high yield with a short (...)

February 2017

Strategy Emerging Markets: Another Year, Another Opportunity

Paul McNamara, investment director responsible for GAM’s emerging market strategies, looks ahead to 2017 and reflects that the likely drivers of EM local currency bond markets are the same ones that led to overall outperformance last (...)

January 2017

Strategy Getting ready for reflation

We believe now is a good time to ready bond portfolios for reflation: improving growth, wage gains and higher inflation. We see global reflation running further in 2017 and spurring a modest rise in global bond (...)

January 2017

Strategy TNote-Bund correlation: new regime

2016 marked a watershed for the sovereign bond market. European bonds underwent a sharp selloff in Q4 2016, this when the year had kicked off on a bullish note that lasted right through to September. The political events in 2016, the outlook for growth and for inflation and (...)

January 2017

Strategy Equities continued to make new highs but many risks are emerging on the horizon

Equities continued to make new highs as we moved into 2017, but we are mindful that the outlook is littered with macro-economic and political risks – not least the forthcoming elections in France, Holland and Germany, Article 50, and President Donald (...)

January 2017

Strategy Short covering in US Treasuries

T-note yields have had a somewhat volatile week. The yield on 10y notes traded as low as 2.30% before closing last week at 2.40%. Short positioning in US bonds has normalized thanks in part to successful auctions.

January 2017

Strategy Record Buyback in US in 2017?

S&P 500 Buyback Index, which has hit the highest in late 2014/early 2015, had retreated outperformance during most of 2016. With Donald Trump’s victory in November, however, buyback indices and buyback related ETFs again hit the market (...)

January 2017

Strategy Buy in January, Sell in May? The seasonality of commodity performance

Most commodities outperformance is skewed to the early months of the calendar year, according to ETF Securities, one of the world’s leading independent providers of Exchange Traded Products (ETPs).

December 2016

Strategy Why the ‘value’ shift favours Europe

John Bennett, Head of European Equities, shares his outlook for 2017. He sees the potential for a continued rotation from a growth to a value-driven market as the key factor for European equity investors next year. While he maintains an overall bullish outlook, John (...)

December 2016

Strategy European equities in 2017: the contrarian’s first choice?

According to Tim Stevenson, Director of European Equities at Henderson, 2017 will be an intriguing year. My expectation is that Europe will not self-destruct, but instead become a haven of stability while the UK tries to figure out what Brexit means (the UK Prime Minister’s (...)

December 2016

Strategy European value: political uncertainty affords opportunity

Nick Sheridan, European equities manager, provides his outlook for 2017, discussing how politics is likely to shape investor sentiment (much as it did in 2016) and how he is positioning his value-biased strategy to take advantage of any mis-priced (...)

November 2016

Strategy “Diversified Equity Factor Investing” combines four complementary factors that are loosely correlated with one another

Based on factor investment, this innovative approach capitalises on the attractive performances thus far of smart beta strategies. It is based on the combination, within the same portfolio, of four complementary factors that are loosely correlated with one another: Quality, (...)

November 2016

Strategy Should European markets be back on the menu?

?It has been and remains a tough time to be a European equity fund manager. That generally should be considered an immediate warning to look out for lame excuses as to why a fund is underperforming. Or it might actually be an interesting way of thinking about how political (...)

November 2016

Strategy Trumpflation : what now for investors?

Here we go again. As we saw post the UK’s EU Referendum result, financial markets sold off following Trump’s election win, with risk assets being the main casualty; however, by the end of Wednesday US equities were back in the black and investors took solace in Trump’s (...)

November 2016

Strategy Protecting From the Crash With Private Infrastructure Assets

CEPRES today released an analysis demonstrating how Private (unlisted) Infrastructure can act as a Hedge for Corporate Bonds, whilst significantly outperforming on returns. Using PE.Analyzer to analyze thousands of privately held Infrastructure assets, CEPRES found (...)

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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 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 Swiss Re among first in the re/insurance industry to integrate ESG benchmarks into its investment decisions

Swiss Re announced that it has already consistently integrated ESG considerations into its investment process since the start of 2017.

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Strategy Super-size me: The risk of going too big in bonds

The fallout in fixed income markets following the departure of Bill Gross from “mega manager” PIMCO has added a new dimension to the challenges facing fixed income investors. The bond market’s concerns of the last few weeks are noteworthy, and mostly justified, but should also (...)

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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 (...)

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

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