March 2017
Note Institutional investors embrace risk in pursuit of better returns and yield, finds Natixis Global Asset Management Survey
Key strategies include growing use of private investments, illiquid assets, increased exposure to alternatives and greater reliance on risk budgeting and diversification...
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March 2017
Note Investors and Managers Share Views on Trump, Le Pen, Technology and the Future of the Alternative Investment Industry in CAIS 2017 Survey
44% believe Trump administration represents the biggest global risk in 2017
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February 2017
Note Global Pension Assets Study 2017
The 2017 Global Pension Assets Study covers 22 major pension markets (the P22), which total USD 36,435 billion in pension assets and account for 62.0% of the GDP of these economies. China, Finland and Italy were added to this year’s study. A deeper analysis was performed for (...)
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February 2017
Note Institutional investors put cash to work in 2017
Large institutional investors are set to put cash to work in 2017, a BlackRock survey has found. One in four (25%) institutions surveyed intend to decrease their cash allocations during the year, nearly twice as many as those who plan to increase their cash holdings (...)
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January 2017
Note Quality shines through as M&A deal volumes fall globally
The latest Quarterly Deal Performance Monitor (QDPM) from Willis Towers Watson suggests a significant slowing of deal volumes in the fourth quarter of the year, however, those that did close were high performing and showed an outperformance of 0.4pp over the index*. On an (...)
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January 2017
Note Frontier markets – the richly diverse path to yield
Credit Suisse Research Institute launches “The Next Frontier” report and the Credit Suisse Frontier Markets group of 30 countries, accounting for USD 3.7 trillion of economic output
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December 2016
Note World’s largest institutional investors expecting more asset allocation changes over next two years than in the past
Institutional investors worldwide are expecting to make more asset allocation changes in the next one to two years than in 2012 and 2014, according to the new Fidelity® Global Institutional Investor Survey.
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November 2016
Note US dividend growth slows to post-crisis low
Global dividends fell to $281.7bn in the third quarter, down 4.0% year-on-year, according to the Henderson Global Dividend Index. Lower US special dividends made a significant impact to the headline rate, but underlying US dividend growth has also (...)
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November 2016
Note EDHEC-Risk Institute suggests a new dynamic approach for measuring the market exposures of stock portfolios
Multi-factor models are standard tools for analysing the performance and the risk of equity portfolios. In addition to analysing the impact of common factors, equity portfolio managers are also interested in analysing the role of stock-specific attributes in explaining (...)
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November 2016
Note SimCorp Survey Reveals Optimism Among Investment Managers About Own Growth Prospects
SimCorp, a leading provider of investment management solutions and services for the global financial services industry, today released a survey, which shows significant assets under management (AuM) and revenue growth expectations from investment managers in the next three (...)
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November 2016
Note World’s largest fund managers see first decline in assets since 2011
Assets managed by the world’s largest 500 asset managers fell in 2015 for the first time since 2011, according to the Pensions & Investments / Willis Towers Watson World 500 research. Total assets under management (AUM) were down 1.7% to US$ 76.7 trillion at the end of (...)
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November 2016
Note India – the fundamental investment case
Bottlenecks’ that have hampered India’s development are easing. India is playing catch up, and is catching up fast. Election of Narendra Modi has rebooted stalled projects, sparked new reforms. India’s domestic economy and growing middle class are the key long-term (...)
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October 2016
Note BofA Merrill Lynch October Fund Manager Survey shows global investor risk-aversion growing as cash allocations increase to near-15-year highs
Cash levels jumped from 5.5% in September to 5.8% this month. Investors’ average cash balance was last this high in July 2016 (post-Brexit vote) and in Fall 2001.
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October 2016
Note A growing interest from investors in Smart Beta ETFs with more requirements and challenges to address
In a survey of investment professionals conducted as part of the Amundi ETF, Indexing & Smart Beta research chair at EDHEC-Risk Institute on “ETF and Passive Investment Strategies”, EDHEC-Risk Institute has solicited the specific views of 180 European ETF investors on (...)
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October 2016
Note 84 % of French advisers warn that investors may not be fully aware of the risks associated with passive investments
85% say they need a more accurate picture of their clients’ risk tolerance. It’s not volatility that worries advisors the most, it’s how their clients react to it. Ensuring investors set tangible goals and have realistic expectations remains a major (...)
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