Opinion Overview of Quantitative Finance in France
A short review of quantitative finance in France under the lens of the Next Finance website: Profile of quants, origins and outlook of the industry.
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Opinion Stuck between Europe and China
For investors in emerging markets, the positive dynamics in China, on the one hand, and the malaise in Europe, on the other, are causing perplexity.
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Opinion The oil has gone into negative territory
Yesterday was a historical day in the oil market. The American market, called West Texas Intermediate (WTI), moved to minus USD40—a fantastic move. The reason for this is likely connected to storage issues as people are consuming far less fuel amid the (...)
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Opinion The Euro will survive In fine !
We do not believe or at least most of the implosion scenarios of the euro zone regardless of the terms. -Not because we would be trying to find one or several sustainable solutions to the crisis of sovereign debt, but because such a process would cost too much to everybody (...)
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Opinion Moving past the edge of reason, China government sanctionned rally
The situation is excellent. The market is rallying led by a government sanctioned rally in China. Our constructive thesis is validated after a period of noise in the equity market led by a US spike in Covid-19 cases. This is excellent and precisely why we need to (...)
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Opinion Are L/S Equity managers concerned by the covid resurgence?
Managers in the U.S. and Europe are continuing to reduce both their net and gross exposures, now converging near their long-term lows. They are selectively selling or shorting stocks that are the most exposed to tighter restrictions, preferring value stocks instead (to (...)
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Opinion Fair trade, angel or demon ?
As citizens movements connect politically and economically, fair trade talks about itself. A fair and equitable trade, what is more decent in appearance ? But in order to determine the fair part of trade, we need beforehand to determine what we mean by this (...)
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Opinion Investors Cannot Ignore the Debt-Sustainability Question
Despite a pullback in bond yields, clients at our Solving for 2024 event were still uncertain about how to invest in a world of runaway government debt.
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Opinion Time for crypto investors to look beyond bitcoin for returns
New analysis by London-based Nickel Digital Asset Management (Nickel), Europe’s award-winning, regulated digital assets hedge fund manager is highlighting the need for crypto investors to start to look beyond Bitcoin for potential (...)
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Opinion How will China’s devaluation impact eurozone equities ?
China’s central bank has taken steps to devalue the renminbi. The initial direct impact on eurozone equities is fairly limited but certain sectors and companies have more pronounced exposure...
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Opinion Financial correlations and loss of common sense
Isn’t correlation in finance charlatanry? We analyze this question through 4 situations that have been observed on financial markets with final investors, asset managers and proprietary traders.
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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 (...)
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Opinion After Modi’s landslide win, all eyes on what he does for the Indian economy
India’s Narendra Modi won a second term as Prime Minster after a landslide win in the general elections in the world’s largest democracy. Mr. Modi’s party BJP won a simple majority with almost 300 out of 542 seats in the Lok Sabha (India’s equivalent of the House of (...)
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Opinion Silver squeeze: What’s behind the surge in silver?
Silver is in the spotlight this week, after the popular r/WallStreetBets community on Reddit highlighted the fundamental value in acquiring silver at current levels. The online posting was the catalyst for increased retail flows and awareness. Last Thursday 28 January, the (...)
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Opinion Greece crisis to restrain European equities, but valuations should provide buffer
According to Rory Bateman,head of european equities at Schroders, volatility in markets is likely to continue for an extended period until the ramifications of a potential Greek exit from the euro are fully understood. QE and current valuations could provide some downside (...)
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