›  Note 

Highlights

November 2023

Note Global Investment Managers Outlook 2024 : Tough Investment Climate Pressures Performance

Fitch Ratings’ 2024 sector outlook for global investment managers (IMs) is deteriorating. Increased macroeconomic and geopolitical risks and an increased risk of a US government shutdown create a challenging investment climate, with declining economic growth and high interest (...)

Note

Study reveals UK institutional investors/pension funds are increasing their focus on structured credit

Note

CNP Assurances publishes its responsible investment report and for the first time measures the dependence of its investment portfolio on biodiversity loss

Archives

Latest articles

Popular articles

October 2016

Note Europe M&A activity picks up pace, while US market shows signs of a flight to quality

The North American market, while still accounting for almost 50% of the global total has decreased 15% since last year, in deal volume terms, on a year-to-date (YTD) basis.

September 2016

Note Investors Increase Pressure on Hedge Funds to Lower Fees

The latest research from Preqin on hedge fund fees finds that lower recent performance, high-profile redemptions and increased concern from investors on the issue of fees have influenced many hedge fund managers to bring their management and performance charges below the 2 (...)

September 2016

Note Lyxor research highlights the growing role of Smart Beta in new investment strategies

Lyxor Asset Management today unveils the results of a new wide-ranging study that compares the performance of European domiciled active funds with that of their benchmarks. The research highlights the growing importance of risk factors and other Smart Beta strategies in (...)

September 2016

Note The world’s 300 largest pension funds – year ended 2015

Total assets of the world’s largest 300 pension funds fell by over 3% in 2015 (compared to growth of over 3% in 2014) to a sum of US$14.8 trillion according to Pensions & Investments and Willis Towers Watson (...)

July 2016

Note Alternatives managers split on the benefits of ESG, finds Unigestion

Unigestion, the boutique asset manager with scale that focuses on guiding its clients with risk-managed investment solutions, has again surveyed the hedge fund and private equity managers it invests in to track their attitudes to (...)

July 2016

Note Investors go alternative

The research - which includes data on a diverse range of institutional investor types - shows that pension fund assets represent a third (34%) of the top 100 alternative managers’ assets, followed by wealth managers (19%), insurance companies (10%), sovereign wealth funds (...)

July 2016

Note Investors and Fund Managers Gauge Brexit Impact

Many fund managers expect performance and investment decisions to be affected, while institutional investors expect to commit less to the UK

July 2016

Note “There is no listed infrastructure asset class” : New EDHECinfra study finds no diversification benefits from 22 different proxies of listed infrastructure equity

EDHEC Infrastructure Institute-Singapore (EDHECinfra) has released a new paper entitled “Searching for a Listed Infrastructure Asset Class” establishing that listed infrastructure securities cannot be considered a unique asset (...)

June 2016

Note Robos helping to save the future

Barclays hosted its fifth annual UK Savings Conference on 8th June 2016, and the key takeaway was that Robo-Advice would have a significant role to play in closing the advice gap, but is akin to the rise of internet banking in the early (...)

June 2016

Note From driverless cars to an improved approach to measuring credit risk in

EDHEC Infrastructure Institute-Singapore (EDHECinfra) has released a new paper entitled “Cash Flow Dynamics of Private Infrastructure Project Debt”, drawn from the EDHEC-NATIXIS Research Chair on private infrastructure debt (...)

May 2016

Note ‘$1bn Club’ Managers Hold 88% of all Hedge Fund Capital

The 668 firms with at least $1bn in assets under management (AUM) now control $2.75tn out of the total $3.13tn held by the hedge fund industry

May 2016

Note German Wealth Managers Will Lose Market Share to Robo-Advisors over Next Two Years, says Verdict Financial

Over 86% of German wealth managers working with high net worth (HNW) individuals believe that they will lose market share to automated investment services over the next two years, according to financial services research and insight firm Verdict (...)

April 2016

Note Investors increasingly embrace quantitative strategies

Over two thirds of respondents of the Deutsche Bank annual Alternative Investment Survey invest in systematic strategies, including one in every two who plan to add to one or more quantitative sub-strategies in 2016. The largest investment consultants and pension funds are (...)

April 2016

Note Are markets becoming more unstable?

Readers of financial news may believe that ‘market corrections’, or ‘shocks’, or ‘five-sigma events’ are more common than they used to be. Winton Capital Management look at the historical data for a number of financial markets and find that there is no evidence for increasing (...)

April 2016

Note New study by EDHEC Infrastructure Institute-Singapore shows infrastructure firms have a unique, low volatility, high dividend payout profile

EDHEC Infrastructure Institute-Singapore (EDHECinfra), in partnership with the Long-Term Infrastructure Investors Association (LTIIA) has released a new paper entitled “Revenue and Dividend Payouts in Privately-Held Infrastructure (...)

< 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 |> |...

Latest articles

Popular articles

Logo

Note Global institutional investors braced for market risks and pursuing an active approach in 2018

Faced with low interest rates and relatively high valuations for risk assets, large global institutional investors are looking to protect themselves against downturn risks through maintaining their cash levels and selectively increasing allocations to active strategies, (...)

Logo

Note Investors face increasing risks amid renewed market volatility

The European Securities and Markets Authority (ESMA), the EU’s securities regulator, has published the second Trends, Risks and Vulnerabilities (TRV) report for 2019. The report identifies a deteriorating outlook for the asset management industry and continued very high (...)

Logo

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.

Logo

Note Wealth managers need to up their game in India to mitigate HNW investors’ desire to channel wealth abroad, says GlobalData

As part of 2019 Budget, India has recently proposed to raise income tax surcharge on wealthy individuals and this is set to spur demand for offshore investments in the high-net-worth (HNW) space.

Logo

Note Hedge funds: The CTAs drift

Since mid-2011, CTAs cumulative loss is between -10.6% (HFRI macro systematic index) and -16.8% (Credit Suisse Managed Futures Index). For the first quarter of this year, CTAs show a drawdown of about 3% which is expected to increase in April (-0.66% for HFRX CTA index) (...)

Logo

Note Fitch: EU Asset Managers to Rationalise but M&A Spree Unlikely

European asset managers are set to rationalise further, but a widespread M&A spree is unlikely, Fitch Ratings says. Most managers may opt for less intrusive strategies, such as a reduction in the number of funds and cost-cutting, to tackle margin pressure in a fragmented (...)

Logo

Note Real estate: Attempting to explain the increase in prices.

The situation appears to be a paradox. France is just coming out of a crisis but real estate prices have sharply increased during the previous months and have only slightly decreased at the height of the crisis. How can this phenomenon be (...)

Logo

Note The true nature of the derivative contract on French debt

The multiplication of misinterpretations related to the launch of the derivative contract on French debt leads to an apolitical analysis produced by a market professional to avoid amalgam and populism: This is a simple and useful contract, which was traded in the past in (...)

Logo

Note Private Capital Fund Managers Raise Fee Rates in 2017

The 2017 Preqin Private Capital Fund Terms Advisor finds that several private capital fund types are raising their average management fees among funds of more recent vintages. Unlisted infrastructure funds have seen mean management fees rise marginally from lows of 1.38% for (...)

Logo

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 (...)

Logo

Note Insurers looking to investment portfolios to improve profitability

BlackRock’s sixth annual global survey of 300 senior insurance executives found that two-thirds of insurers agree that re-thinking the investment portfolio will be vital to maintaining or improving the future profitability of their business. Over two-fifths (41%) said they (...)

Logo

Note 10 proposals to rebuild finance and monetary macroeconomics

Rethink monetary policy and its objectives, reform our accounting and prudential environment, review the return on equity standards, regulate the prices of certain assets...

Logo

Note Pandemic has strengthened the sustainability and ESG focus in Islamic Finance, research shows

Islamic Finance is set to drive a growing focus on ESG and sustainability in the wider Halal economy, new research* with leading Islamic Finance professionals working across a wide range of sectors shows (please see the attached press (...)

Logo

Note CTAs Rock the House in January

The performance of CTAs during the recent market meltdown is remarkable. It highlights the fact that the power of diversification of the strategy in a portfolio remains intact. Recent developments provide additional evidence that managed futures often outperform traditional (...)

Logo

Note Lyxor research highlights the growing role of Smart Beta in new investment strategies

Lyxor Asset Management today unveils the results of a new wide-ranging study that compares the performance of European domiciled active funds with that of their benchmarks. The research highlights the growing importance of risk factors and other Smart Beta strategies in (...)

Focus

Note EURO STOXX 50® Index implied repo trading at Eurex

This research paper focuses on the inseparable relationship between implied repo rates and equity index total return swaps. Written by Stuart Heath, Director Equity & Index R&D at Eurex, it covers the various aspects and calculations of both repo rates and the (...)

Focus

France’s debt

Outlook, strategies and investment vehicles on France’s debt

Recherche Quantitative

Recherche Quantitative : Quels sont les thèmes qui occupent dorénavant les Quants au sein des salles de marchés et des sociétés de gestion ?

Selection: Products

Kiosk Alternatives to financial markets investments

The financial investment is not limited to financial markets assets and the current uncertainties obviously feed such thoughts. Indeed, there are many investment vehicles that could create value in a portfolio.

Pedagogy Inflation linked bonds’ mechanism

Inflation linked bonds are bonds whose principal is linked to inflation which allows their holders to protected against inflation as opposed to traditional bonds.

Pedagogy Back to the future, may 2011: Nobles Crus and Earth Element Fund

Yesterday they were introduced as innovatives products. Today, How far have they got and what are the prospects for tomorrow ? Two products in the spotlight this month: Nobles Crus or the blend of passion for wine and financial investment, and a quantitative systematic (...)

Regulation Solvency II: Advantage convertible bonds

The results of QIS 5 confirmed that convertible bonds bear low capital cost. A balanced-profile convertible bond portfolio with optimized convexity therefore obtains a moderate intrinsic SCR whilst benefiting from «equity» (...)

Last commented articles

FR Note Les déséquilibres TARGET2, de nouveau au centre de l’attention
Read comments Update April 2023
Note Emotion is not a sign of weakness for investors any more
Read comments Update March 2021

Advanced search

© Next Finance 2006 - 2025 - All rights reserved