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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 (...)

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

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

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July 2014

Note BofA Merrill Lynch Fund Manager Survey Finds Investors Positioning Aggressively for Recovery in H2

Global investors have regained a strongly bullish stance on the outlook for equity markets in the second half of 2014, according to the BofA Merrill Lynch Fund Manager Survey for July.

July 2014

Note BofA Merrill Lynch Fund Manager Survey Finds Investors Regaining Risk Appetite

Global investors have regained appetite for risk against the backdrop of strong liquidity and a fairly positive economic outlook, according to the BofA Merrill Lynch Fund Manager Survey for June.

June 2014

Note EDHEC-Risk Institute study shows that it is possible to construct improved forms of risk parity strategies

In a new study entitled “Towards Conditional Risk Parity – Improving Risk Budgeting Techniques in Changing Economic Environments”, drawn from the Lyxor research chair on “Risk Allocation Solutions,” EDHEC-Risk Institute develops a conditional approach to risk (...)

June 2014

Note Without proper benchmarks, infrastructure investments will be stunted

In a new position paper, EDHEC-Risk Institute argues that benchmarking long-term infrastructure investments has become a sine qua non to match the supply and demand of long-term capital, improve asset allocation outcomes for investors, adapt prudential regulation and support (...)

May 2014

Note BofA Merrill Lynch Fund Manager Survey Finds Investors Doubting Strength of Recovery as Cash Levels Rise Again

Global investors have increased cash and scaled back risk-taking, amid fears of geopolitical instability and questions about the strength of the global economic recovery, according to the BofA Merrill Lynch Fund Manager Survey for (...)

April 2014

Note EDHEC-Risk Institute study shows that progress remains to be made in risk management for pension funds

The survey finds that LDI is popular, but in concrete terms the fund separation approach, which is consistent with the LDI paradigm, is not yet sufficiently widely applied to manage the LDI approach optimally, especially in southern European (...)

April 2014

Note BofA Merrill Lynch Fund Manager Survey Finds Continued Growth Optimism for 2014 Even With Higher Rates

Investor confidence in global economic growth remains high even as expectations of higher short-term rates increase, according to the BofA Merrill Lynch Fund Manager Survey for April.

April 2014

Note EDHEC-Risk Institute survey documents unmet institutional investor requirements for transparency of indices

Between August and November 2013, EDHEC-Risk Institute surveyed 109 institutional investors from across Europe, including Europe’s largest pension and reserve funds, insurance and provident institutions and their asset management subsidiaries, to document their expectations (...)

March 2014

Note EDHEC-Risk’s annual European ETF Survey highlights ETF investors’ positive outlook

EDHEC-Risk Institute has announced the results of the EDHEC European ETF Survey 2013, a comprehensive survey of 207 European ETF investors. The survey was conducted as part of the Amundi ETF & Indexing research chair at EDHEC-Risk Institute on “Core-Satellite and ETF (...)

March 2014

Note BofA Merrill Lynch Fund Manager Survey Finds Investors Moving Toward a “Risk-off” Position Amid Geopolitical Unrest

Global investors are moving toward a ”risk off” stance, taking on greater protection as the prospect of geopolitical instability grows, according to the BofA Merrill Lynch Fund Manager Survey for March.

March 2014

Note Fund managers optimistic about 2014

Although expectations for government bond yields continue to be near historic lows and concerns about low growth persist

February 2014

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 (...)

February 2014

Note Global pension fund assets hit record high in 2013

Global institutional pension fund assets in the 13 major markets grew by 9.5% during 2013 (compared to 6.9% in 2012) to reach a new high of almost US$32 trillion, according to Towers Watson’s Global Pension Assets Study released (...)

November 2013

Note Agriculture and forestry: window-dressing in the EU ETS

The EU ETS’ stock image shows a huge industrial plant that emits a large amount of greenhouse gas, and gives the impression of an allowance market that does not concern so-called “diffuse” sectors like agriculture and forestry. Like any stock image, it is broadly accurate (...)

November 2013

Note Bank Credit Quality & European MMF Regulations Concern Treasurers

European corporate treasurers are concerned by decreasing bank credit quality, global banking and European money market fund (MMF) regulation, according to a live survey of 90 delegates at Fitch Ratings’ third annual cash management conference in London last (...)

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Note Local culture influences investment returns

According to INTRA Study of 45 Nations, local cultural differences continue to exert an influence on investment behaviour and returns. The Nordic and Germanic cultures are best suited to value investing in terms of their patience, unlike African and Eastern European (...)

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Note Financial markets: Local shock but global crisis

The history of crises on financial markets and their amplification during the past 15 years cannot be understood at all if we stick to pure fundamentals. It is necessary to integrate the contagion factor among financial assets and forced selling for commercial, prudential, (...)

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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.

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Note Impact of collective influences on forecast and investment decisions

The valuation of financial assets, by financial analysts and the investment decisions of fund managers, depend on the paradigm of economic rationalisation. However, it is clear that there are uncertainties and instabilities which have characterised the financial market for (...)

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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...

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Note New research reveals institutional investors and wealth managers plan to switch to metal investment funds with stronger ESG credentials

New research with institutional investors and wealth managers reveals the growing demand for metal investment funds with a strong ESG focus, ensuring the metals are sustainably and ethically sourced.

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Note From the Dutch Tulips Mania to the panic of 2008...

Behavioural finance attempts to study and explain the economic behaviour of individuals participating on the market, as well as their irrational character.

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Note Financial markets and self-fulfilling prophecies

This phenomenon is equivalent to the change from a brutal economic and financial equilibrium to another, not because the fundamentals of the macroeconomic environment would justify it, but because there was a change for good or bad reasons of market (...)

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Note Eurozone offers best high yield bond valuations, institutions say

The Eurozone offers better valuations for high yield bonds than any other region in the world, according to new research by NN Investment Partners (NN IP). The research, conducted amongst NN IP’s panel of institutional investment managers, showed 27% of respondents rated (...)

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Note German life insurers hope for respite as investment yields scrape floor

With no sign of a tightening in European monetary policy, low investment yields will continue to put pressure on German life insurers, many of whom sold overgenerous life policies even as signs were emerging that the European economy was entering a prolonged period of (...)

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Note Listed family controlled businesses: an equity investment case

According SG Private Banking Equity research team, when talking about family owned businesses, one very often thinks about mom and pop’s diner; it is counting without the international brands. Family controlled firms are the most resilient and provide good vehicles to come (...)

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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 (...)

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Note Investors’ Appetite for Gains Exceeds Their Stomach for Risk, and Index Funds May Not Deliver What They Want

Natixis Global Asset Management has released the results of its 2017 Global Individual Investor survey. A total of 8300 individual investors (400 in France) have been surveyed between February and March 2017 in 21 countries across Asia, Europe, the Americas and the Middle (...)

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Note The multi-model scenarios, one reason for the success of the CPR Growth fund products

At CPR Asset Management, the allocation is a historical expertise based on a proprietary model, created in 1996, built and continuously enriched thanks to the work of management teams and research.

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Note Towards a behavioral portfolio theory

a major problem facing the asset management industry is the creation of portfolios that generate maximum profitability while being consistent with the risk profile of investors...

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» (...)

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