›  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

November 2014

Opinion Unresolved ESG issues persist in Canadian oil sands industry

During a recent visit to Canada, for the annual UN PRI signatory conference, I took the opportunity together with a few other investors to visit the oil sands operations in the Alberta region. What I heard and saw there made me realise that the Canadian oil sands industry (...)

November 2014

Opinion The World eyes Europe

Headlines in Europe are again focused on weak economic growth but there remain many companies well placed to deliver. Analysis of Nick Sheridan, Fund manager Henderson Horizon Euroland.

November 2014

Opinion Central banks: toward a bipolar world

Should one expect a huge differential in interest rates? Undoubtedly. According to René Defossez, having said that, this differential should be far more pronounced at the short end of the curve than at the long end. The reason is that short rates will be influenced directly (...)

October 2014

Opinion India’s “Goldilocks moment”

A stable government, a can-do prime minister and a recovering economy may prove to be the best recipe yet for Indian stocks, according to Avinash Vazirani, manager of the Jupiter India Select SICAV fund. Add in a falling oil price, says Avinash, and Indian firms might just (...)

October 2014

Opinion Equities: is the bull market under threat?

According to Keith Wade, Chief Economist at Schroders, equity markets have experienced a setback recently and this has led many strategists to question the longer term case for the asset class. However, he remains positive on shares and believes that equities can still (...)

October 2014

Opinion When is it time for the SNB to think about the exit?

According to Goldman Sachs, the SNB’s exchange rate ceiling against the Euro is often seen as a binding constraint on its future interest rate decisions. But the exchange rate commitment is only likely to become a constraint on rate decisions if the CHF remains close to the (...)

October 2014

Opinion Chinese GDP, a myth?

The slowdown of the Chinese economy, as reflected by GDP growth in Q3 2014, is not particularly serious. While there was a slight deceleration, GDP nonetheless increased by 7.3% year-on-year and by 1.9% quarter-on-quarter.

October 2014

Opinion China focuses on quality as growth slows

Chinese GDP expanded 7.3% year on year in the third quarter, in line with Schroders’s forecast but slower than the second quarter reading of 7.5%.

October 2014

Opinion The Recovery-less Recovery

Global risk assets have had a testing week last tweek; at the time of writing, the S&P 500 is more than 8.5% below the record high it achieved just a month ago. So why are markets rattled?

October 2014

Opinion Institutional investors expect to see more emerging market equities paying high dividends over the next few years

New research from ING Investment Management (ING IM) amongst institutional investors reveals that between now and 2016, 61% believe the number of emerging market stocks paying these will increase – 14% anticipate a “dramatic” rise here. The corresponding figures for the next (...)

September 2014

Opinion USA: an impression of capacity under-utilization…

Those who were hoping for a shift in tone from the Federal Reserve regarding an imminent rate hike, encouraged by increasing signs of a recovery in the US, will be disappointed. The Fed has reiterated its concerns over the dynamics of the (...)

September 2014

Opinion Jokowi

After ten years of strong growth, the Indonesian economy is slowing considerably. This is because of the falling Chinese demand for commodities, the gradual normalisation of US monetary policy and an inevitable decline in government (...)

September 2014

Opinion Equity Market : Perspectives of the financial sector

An ageing global population, a thirst for credit in emerging markets and an ever more complex regulatory environment for Western banks are reshaping the opportunities open to investors in the financials sector, according to Robert Mumby, manager of the Jupiter International (...)

September 2014

Opinion Draghinomics

Events over the week proved once more that one-way-bets do not exist in global financial markets. Not many investors felt that it was still possible for the ECB to surprise on the upside after Mario Draghi’s comments at last months’ Jackson Hole (...)

September 2014

Opinion Alibaba’s IPO could well be the end of US dominance in the world technology sector

According to Warwick Business School Professor Qing Wang, the strong performance and fast rise of the Chinese technology companies in the world may shock some outsiders. It is certainly helped by an enormous and fast growing domestic market, but there is (...)

... | < 25 | 26 | 27 | 28 | 29 | 30 | 31 | 32 | 33 |> |...

Latest articles

Popular articles

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 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.

Logo

Opinion Central Banks : the global financial system trashcans ?

Institutionalized monetization condemns central banks to become the international financial system trashcans and, despite German opposition, it is likely to be the same for the ECB.

Logo

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 (...)

Logo

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 (...)

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 Will 2017 herald a commodity bull market?

According to David Donora, Head of Commodities, Columbia Threadneedle, after commodity prices bottomed in early 2016, demand is outstripping supply once again, suggesting the next bull market may be approaching...

Logo

Opinion Anatomy of a dollar rally

In the era of Central Bank policy influence, we have become used to large shifts in the performance and trends of different currencies across time. For the better part of the past two years, the currency headlines have been dominated by a weakening US (...)

Logo

Opinion Do the layoffs at Crédit Agricole represent a sharp decline in French banks?

The layoffs have unquestionably impacted the personnel of the French banks but a greater malaise reigns. A top ranked outgoing senior executive considers the current situation as symbolizing an unprecedented weakening of French (...)

Logo

Opinion Which central banks will have the most room for maneuver?

In the decade following the Great Recession, central banks in developed countries have resorted overwhelmingly to unconventional measures to satisfy their mandates, be they dual (price stability and full employment) or solely focused on price (...)

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 Brexit referendum: more volatility ahead for Sterling

According to James Butterfill, Head of Research at ETF Securities comments, Brexit is the mother of all market uncertainties: legal, political, economic, polling and currency risk combining to make any confidence about the short-term outlook (...)

Logo

Opinion Again and again the bank stress tests

Certainly it never ceases to write about the bank stress tests since it keeps getting more into banks; if proof were needed of the total lack of credibility of those made up to now

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