›  Opinion 

Highlights

February 15

Opinion Added Value in ABS

Investors are moving back into higher-rated fixed income after years of comparative neglect, and we noted that asset- and mortgage-backed securities (ABS and MBS) offered diversified risk exposures, together with relative value caused mainly by technical supply-and-demand (...)

Opinion

Reflections on Davos: Business as usual no longer exists

Opinion

Equities head for choppy ride as higher yield market takes hold

Archives

Latest articles

Popular articles

January 15

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 (...)

December 2023

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.

November 2023

Opinion Total Return Futures set for further growth as buy-side adoption increases

Eurex launched Total Return Futures (TRFs) in 2016 in response to growing demand for listed alternatives to total return swaps. Since then, the product has evolved into an instrument used by a wide variety of firms for multiple purposes, enabling firms to lock in financing (...)

September 2023

Opinion March higher in yields beginning to bite

Two factors in addition to the ongoing climb in yields may have played a part in this equity market drop. Firstly, consumer sentiment deteriorated with a sharp drop in expectations. The drop in confidence (103.0 from 108.7) was less significant than the much larger drop in (...)

September 2023

Opinion The yen is at record lows this year as the Bank of Japan sticks to ultra-loose monetary policy

The Japanese yen continued its decline after a series of losses extending since around midnight yesterday. The US dollar against the Japanese yen (USD/JPY) reached a new record level this year at 148.458, the highest since November of last (...)

December 2022

Opinion Investors pay a high price for emotional decisions

New European research from behavioural finance experts Oxford Risk reveals that over 73% of wealth managers believe emotional decision-making costs investors investment returns.

September 2022

Opinion A High-Yielding Haven

As an ever-more-aggressive rate-hiking cycle rocks the financial markets, might corporate credit offer a space that is both remunerative and relatively calm? Last week brought the third consecutive 75-basis-point rate hike from the U.S. Federal Reserve. The market had even (...)

September 2022

Opinion The Uncertainty May Be Worse Than the Slowdown

We do think the onset of recession is a time to tread carefully, but it could also be a time of opportunity for equity investors.

September 2022

Opinion What’s hot: Suspension of EU ETS unlikely

Sharply rising energy prices are pressuring politicians to react. Last week the European Commission called for an overhaul of the electricity market following price increases in excess of 20% in a single day in France. The European Commission is talking tough but is offering (...)

August 2022

Opinion Euro Parity: Threshold or Boundary?

The euro is subject to enormous economic forces that could equally be very positive for the currency or the cause of an even greater fall.

June 2022

Opinion Are recession concerns overdone?

Mark Nash and Huw Davies assess the prospects for global growth in an environment of heightened geopolitical tensions, rising inflation and interest rates and China’s zero-Covid policy.

June 2022

Opinion Descending From Extremes Is a Rocky Process

To understand the current volatility, it helps to get reacquainted with just how out of whack things were coming into 2022—in terms of both magnitude and timing.

May 2022

Opinion Staying On Theme

When inflation, interest rates and global economic uncertainty are rising, cash today can seem more urgent than exposure to the markets of tomorrow—but could that mean investors risk missing out on the potential of thematic (...)

February 2022

Opinion Russia-Ukraine conflict threatens energy supply as hawkish central banks could pivot

Russia has invaded Ukraine pushing commodity prices to new record highs as equities tumble in a risk-off move by markets. While disruptions to oil and gas supply are looming, markets are anticipating a softening of major central bank (...)

February 2022

Opinion Ukraine latest: more volatility ahead

While markets have moved – unsurprisingly – into risk-off territory following the latest news from Ukraine, the reaction has remained disciplined so far. But investors can expect more volatility as the political and military situation evolves and potentially (...)

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

Latest articles

Popular articles

Logo

Opinion Despite fears about the Bitcoin ’bubble’ bursting, the price of the new digital coins is going through the roof

According to Daniele Bianchi, of Warwick Business School, is Assistant Professor of Finance and he researches crypto-currencies incluing Bitcoin, despite fears about the Bitcoin ’bubble’ bursting, the price of the new digital coins is going through the (...)

Logo

Opinion Review of the chinese economy at the end of the summer of 2019

The monthly data published at the start of the second quarter are fairly mixed and show no tangible signs of growth momentum improving in China. The GDP published for the second quarter has recently confirmed this sentiment. The slowdown at work since the start of the decade (...)

Logo

Opinion Total Return Futures set for further growth as buy-side adoption increases

Eurex launched Total Return Futures (TRFs) in 2016 in response to growing demand for listed alternatives to total return swaps. Since then, the product has evolved into an instrument used by a wide variety of firms for multiple purposes, enabling firms to lock in financing (...)

Logo

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 (...)

Logo

Opinion Accidental Americans Create Headache for French, European Banks

Boris Johnson, who was born in New York but left when he was five, found it outrageous that he was obliged to pay US taxes. The easy solution was to pay to renounce his US citizenship, which he did in 2016. Hundreds of other accidental Americans don’t have the luxury of such (...)

Logo

Opinion What’s hot: Suspension of EU ETS unlikely

Sharply rising energy prices are pressuring politicians to react. Last week the European Commission called for an overhaul of the electricity market following price increases in excess of 20% in a single day in France. The European Commission is talking tough but is offering (...)

Logo

Opinion Bond Pain trade for global macro

Gyrations in U.S. rates were highly challenging to navigate. Bond volatility surged in October as the Fed prepared to withdraw monetary accommodation and as investors struggled to assess the medium-term path of (...)

Logo

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.

Logo

Opinion Stock markets: upcoming crash in 2011

The recent rise in stock markets is rather artificial and based on fragile factors. The structural ones remain bearish: prudential developments, systemic risk, and true inflation expectations in the long term mainly in the United (...)

Logo

Opinion Euro Parity: Threshold or Boundary?

The euro is subject to enormous economic forces that could equally be very positive for the currency or the cause of an even greater fall.

Logo

Opinion How Brexit will impact the UK economy?

According to Daniele Bianchi, of Warwick Business School, is an Assistant Professor of Finance and researches financial econometrics, asset pricing and commodity markets, on the whole, the negative impact of Brexit on exchanges rates, on the political landscape, and on (...)

Logo

Opinion Perspective and real solvency of banks

Can a universal bank go bankrupt ? An objective, rigorous and professional answer is built in three stages: credibility of the banks performed stress tests - assessment of prudential regulation to come - understanding the evolution of the banking business (...)

Logo

Opinion Are recession concerns overdone?

Mark Nash and Huw Davies assess the prospects for global growth in an environment of heightened geopolitical tensions, rising inflation and interest rates and China’s zero-Covid policy.

Logo

Opinion The yen is at record lows this year as the Bank of Japan sticks to ultra-loose monetary policy

The Japanese yen continued its decline after a series of losses extending since around midnight yesterday. The US dollar against the Japanese yen (USD/JPY) reached a new record level this year at 148.458, the highest since November of last (...)

Logo

Opinion Dividends in a crisis

Dividends have gone into lockdown. As the world attempts to control the spread of coronavirus, companies are slashing or foregoing their dividends globally in an effort to shore up their capital. In Europe, the European Central Bank (ECB) has taken it a step further, (...)

Focus

Opinion Psychology and smart beta

‘Smart beta’ sounds like an oxymoron. How smart can it be to continue using the same strategy in such fickle markets? A portfolio manager calling on all his skills (‘alpha’) in analysing market environments (the source of ‘beta’) should be able to outperform an unchanged (...)

Focus

Mory Doré’s column

Mory Doré’s views on monetary policy, asset allocation, financial management of banks and understanding of crises

Éclairages Économiques Notebook

The association Éclairages Économiques share with us analysis mostly relying on current research on various economics issues

Selection: Prospects

Regulation Regulatory prospects: 2012 and beyond

2009 was a year of intense reflection on the functioning of the financial sector. There followed an intense regulatory activity in 2010, unfortunately with few formal adoptions of regulations. 2011 marked the surge of the will to succeed with provisional schedules. Where do (...)

Reading An Economic Approach to Marriage

Marriages are not always very stable. A divorce rate of 50 % in developed countries serves to prove. We ask ourselves if it is possible to form stable relationships. An economic analysis may be able to answer this (...)

Note Aging population poses new opportunities for global investment managers

Early conclusions from ongoing SimCorp StrategyLab research point to demographic changes as a key factor influencing the future of the global investment management industry.

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.

Last commented articles

FR Opinion Les mouvements récents sur le crédit ressemblent à une capitulation...
Read comments Update July 2022
FR Opinion La Grece sauvée ? L’envers du décor
Read comments Update October 2021
Opinion Silver squeeze: What’s behind the surge in silver?
Read comments Update February 2021
FR Opinion Poisson d’avril sur les marchés
Read comments Update May 2019

Advanced search

© Next Finance 2006 - 2024 - All rights reserved