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September 2023

Strategy Revisiting bonds for multi-asset

The last decade has seen a growth bias among financial assets, one that has become entrenched in equity indices. At the same time, bonds seemingly shed much of their protective qualities, offering investors very little by way of (...)

Strategy

Focus on quality for success in equities

Strategy

Reducing portfolio volatility top priority for european pension funds, new research from alpha real capital reveals

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March 2015

Strategy The hunt for yield: Eastern Europe

With yields on government bonds currently at near-zero levels in developed markets, income-hungry investors might be more willing to consider alternative ways to diversify their income stream, says Colin Croft, manager of the Jupiter Emerging European Opportunities (...)

February 2015

Strategy Just how much lower can bond yields go?

Bond yields may not have bottomed out, and negative yields are not necessarily a bad thing for certain investors, says Robeco’s multi-asset investment head, Lukas Daalder.

February 2015

Strategy A Full Quiver of Arrows

According to Yun Young Lee, Fund Manager, Japanese Small Cap at Schroders, there is a compelling case for investing in smaller Japanese companies despite economic uncertainties...

January 2015

Strategy ECB: an impressive QE

According to Philippe Ithurbide, Global Head of Research, Strategy and Analysis at Amundi, it will act through a number of channels among which interest rate, liquidity, wealth effect and forex channels, whose effects has already partly been felt in anticipation, to which (...)

January 2015

Strategy ECB full QE

According to Jean François Robin, Analyst at Natixis, Considering that a EUR 500bn asset purchase programme was anticipated, one can expect a bull flattening and convergence trades (search for liquidity plus pooling, albeit partial) to predominate, while euro looks set to (...)

January 2015

Strategy ECB Policy Move Favors Riskier Assets

The European Central Bank’s (ECB) recently announced bond buying program should help stabilize financial markets both in the Eurozone and elsewhere. However, quantitative easing by the ECB may not be a panacea for what ails the Eurozone. More must be done to heighten the (...)

January 2015

Strategy BNP Paribas Wealth Management publishes its investment strategy for 2015

BNP Paribas Wealth Management has published its global economic outlook for 2015, highlighting ten main investment themes to enable its clients to direct their investments to growth themes.

December 2014

Strategy Dollar strength

According to John Chatfeild-Roberts, CIO of Jupiter Asset Management, over the past decade, we have seen several longer term trends play out, from swift urbanisation in developing nations to technological advances everywhere. Changes in currency trends have also had an (...)

December 2014

Strategy From Smarter Beta to Smart Alpha

Unlike cap-weighted indexes, smart beta strategies are not buy-and-hold: they require trading and rebalancing to maintain their respective exposures. This can have a surprising impact on long-term performance, and may also provide a cause for concern in the shorter (...)

December 2014

Strategy Controling investment risk in commodities investment

Commodities exhibit unique characteristics including low correlations with bonds and equities and inflation-hedging abilities. These have made commodities an attractive addition to diversified portfolios and have generated growing interest in commodity (...)

December 2014

Strategy Spread of dividends culture

Asian companies have changed in the last 10 years. Capital expenditure is more rational, and as a result cash generation compares favourably with companies in the US and Europe. This excess cash has been used to pay down debt to the extent that many companies have net cash (...)

December 2014

Strategy Risk factor investing explained

Risk factor investing is growing in popularity, but there’s a risk of getting lost in the factor “zoo”. In this Expert Opinion Thierry Roncalli, Head of Quantitative Research at Lyxor Asset Management, explains the concept of risk factors and distinguishes between facts and (...)

December 2014

Strategy Top Investment Ideas For 2015

Credit Suisse has generated a list of 9 investment ideas for 2015, packaged in 4 broad themes designed to help you generate more value for your money: "developed equities take center stage", "pathways to yield", "the winners from lower commodity prices" and "growing value (...)

December 2014

Strategy Where is the money in bond markets?

According to Jim Cielinski, Head of Fixed Income at Threadneedle Investments, investors should brace themselves for low returns in traditional core bonds markets. A holistic view of global fixed income markets is essential and Flexible strategies are key to generate superior (...)

November 2014

Strategy A smart selection process for ETFs

Logic might suggest that all ETFs replicating the same market index are themselves the same. And yet, you do not have to be an experienced ETF investor to know that this is clearly a misconception. In practice, performance can vary. It is necessary to know which objective (...)

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Strategy Targeting positive returns in an uncertain climate

A decade after the financial crisis, the uncertain economic conditions it ushered in are starving Europe’s investors of returns. We believe this makes our approach to long/short equity investing more valuable than (...)

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Strategy Alternative risk premia weathering Brexit storm well

Pierre-Yves Moix, co-manager of the Alternative Risk Premia strategy at GAM, comments on how the growing alternative risk premia industry has delivered strong performance in the uncertain Brexit environment – proving once again its strong diversification and market neutral (...)

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Strategy European equities: volatility equals value opportunities

Nick Sheridan, manager of the Henderson Horizon Euroland Fund and Henderson Horizon Pan European Dividend Income Fund, explains why recent market volatility and uncertainty is to be welcomed for the long-term opportunities it (...)

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Strategy Buy in may and go away

According to Mandarine Gestion, current valuation levels in the banking sector constitute opportunities rarely seen over a medium-term horizon. However, over the short term, investors are preferring to focus on two factors while at the same time exaggerating in our view (...)

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Strategy Stockpicking strategies remain in the driving seat

Market developments in May saw some trend reversals across the fixed income and commodity space. On the one hand, the unfolding of the Italian political crisis coincided with a rebound of U.S. Treasuries during the second half of May. On the other (...)

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Strategy Barclays’s Top Trades

Barclays read recent Chinese measures as evidence that officials are accepting that the country’s growth trend has been hit by the build-up of imbalances that can no longer be sustained. Barclays’s analysts think that a lower Chinese growth trend, more than the cyclical (...)

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Strategy Risk concentration stronger than risk perception

The risk concentration index (RCI) for a diversified portfolio had been on a downtrend since the start of 2014. The latest risk aversion spell has brought this to an end. This index, which measures the diversity of risk sources, peaked when markets were mainly guided by the (...)

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Strategy The hunt for yield: Eastern Europe

With yields on government bonds currently at near-zero levels in developed markets, income-hungry investors might be more willing to consider alternative ways to diversify their income stream, says Colin Croft, manager of the Jupiter Emerging European Opportunities (...)

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Strategy Machine Learning : Choosing the best regime for you!

Machine learning and big data techniques have been developed making it possible to apply sophisticated mathematical models (hidden Markov switching models, which we will examine later) to financial data series in order to identify market regimes. All this has created scope (...)

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Strategy How can investors navigate European politics and US monetary policy?

Strong US economic data and a more hawkish Fed saw the US Treasury index yield climb 20 bps, pushing performance down last week and putting pressure on fixed income exposures. Corporate bonds performed better — as expected — but the best position was in high yield with a short (...)

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Strategy L/S China through regulatory and business upheaval

Trading conditions in China have severely deteriorated. After reaching their peak by mid-February, stocks lost earlier gains in March, on evidence of a plateauing economy and as stretched investors’ positioning unwounded. Chinese markets were then stuck in a volatile trading (...)

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Strategy Protecting From the Crash With Private Infrastructure Assets

CEPRES today released an analysis demonstrating how Private (unlisted) Infrastructure can act as a Hedge for Corporate Bonds, whilst significantly outperforming on returns. Using PE.Analyzer to analyze thousands of privately held Infrastructure assets, CEPRES found (...)

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Strategy 2013 Credit Investment Strategies More About Alpha Than Beta

In a new report, Fitch Ratings says that credit investment strategies need to adapt to less directional credit markets and exploit carry and relative value opportunities, while carefully managing rising duration, idiosyncratic and liquidity (...)

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Strategy Opportunities in a low-return landscape

According to Richard Turnill, BlackRock’s Global Chief Investment Strategist, we live in a world of low prospective returns, as reflected in our latest five-year return outlook. We have lowered our return assumptions across most asset classes due to increased valuations, but (...)

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Strategy Falling Geopolitical Premium to fuel Global Macro Strategies

Progress in trade talks between the U.S. and China and in Brexit negotiations knocked down safe assets last week. Bond yields rose in most developed countries and gold prices fell, as the stance on both thorny issues reversed and turned (...)

Focus

Strategy CPR AM has recently launched CPR Invest – Global Disruptive Opportunities | A look back at an accelerating phenomenon: disruption

The recently theorised phenomenon of "disruption" is defined as a process whereby a product, a service or a solution disrupts the rules on an already established market. Technological progress, along with the globalisation of trade and demographic changes are now helping to (...)

Focus

Hidden assets

Learn about hidden assets (volatility, correlation,...) and related strategies

Multi-asset funds

Special Focus on Multi-asset funds: Prevent structural asset allocation biases to improve responsiveness, Allocation strategy for 2017, Multi-Asset Funds Face Investors Scrutiny on Flexibility…

Smart Beta

Special focus on Smart Beta & Factor Investing : Beta positionning and outlook within current asset management framework | Risk factor investing | Factors Value, Momentum, Low Volatility, Quality | Smart Beta and Low Carbon | Smart Beta and (...)

Strategies on dividend derivatives

Dividends : New strategies - Analysis, investment perspectives and strategies on dividend derivatives....

Alternative Risk Premia

Alternative Risk Premia: Alternative Risk Premia strategies | Using Risk Premia for a true diversified portfolio | Investors Increase Pressure on Hedge Funds to Lower Fees | Combining différent styles for risk premia (...)

Infrastructure

Infrastructure : A Growing asset class | The role of pension funds | Energy infrastructure | The MLP example | Accessing the US Energy Infrastructure with MLP ETFs....

China

China : Invest in domestic chinese stocks with ETFS-E Fund MSCI China A GO UCITS | Chinese domestic equities could benefit from more economic stimulus| Li Kequiang’s Chinese growth indicator …

Gestion Obligataire

Gestion Obligataire : Quelle allocation d’actifs obligataires ? | Rallonger la maturité des investissements | La recherche de rendement, un exercice de plus en plus difficile | Investir en volatilité sur les obligations américaines | Déclin de la liquidité du crédit | Rendements (...)

Gestion Action

Gestion Action – Comment investir dans les actions thématiques ? Small Caps, Growth, Value, Momentum, High Dividend, Equity Europe Income Defensive... Quel style de gestion pour quel rendement/risque ? La bulle sur les stratégies à faible volatilité est-elle en train d’éclater (...)

ETF Actions américaines

Actions américaines : comment investir à ce stade du cycle ? Avec une collecte record de 16 milliards d’euros à fin août, soit 70% de la collecte totale du marché des ETF européens, les actions américaines dominent largement les flux ETF depuis le début de (...)

Actions Thématiques - Special Disruption

Actions Thématiques - Special Disruption - La pandémie du Covid 19, accélérateur de la disruption sur le long terme : En quelques semaines, l’innovation s’est accélérée, les taux d’adoption à de nouveaux usages ont explosé : télémédecine, apprentissage à distance, loisirs confinés… (...)

Special Investissement Responsable

Special Investissement Responsable - A quoi correspond le S de ESG ? Qu’est-ce que l’Investissement Responsable ? Qu’est-ce que l’Impact Investing ? Quelle action aurais-je en tant qu’investisseur ?

Économie bleue : comment l’environnement marin peut être source de développement économique responsable

Économie bleue : comment l’environnement marin peut être source de développement économique responsable - Les entreprises sont de plus en plus conscientes de son potentiel et y consacrent progressivement davantage de ressources dans leur activité. Les investisseurs peuvent donc (...)

Les thématiques ESG à l’honneur

Les thématiques ESG à l’honneur | Zoom sur l’indice Low Carbon 100 Europe PAB®.| L’économie bleue | Quand l’immobilier coté s’intéresse à la performance environnementale | La thématique des infrastructures à la lumière de l’investissement (...)

L’IMPACT CHEZ CPR AM

Rapports annuels d’impact - CPR AM est engagé depuis plus de quatre ans dans la construction d’une offre de gestion 100 % responsable et a développé une gamme de solutions dont l’objectif est d’avoir un impact concret et mesurable. Retrouvez les rapports annuels d’impact des (...)

ACTIONS THÉMATIQUES - SPECIAL HYDROGENE

Hydrogène, futur moteur de la révolution verte - Une source d’énergie qui ne rejetterait aucun gaz à effet de serre. Qui offrirait aux voitures une autonomie de plus de 700 km et qui pourrait faire voler des avions. Ce sont les promesses, difficiles à ignorer, de (...)

La voie vers l’économie circulaire passe par la volonté politique

La voie vers l’économie circulaire passe par la volonté politique - La transition vers une économie circulaire devrait avoir d’énormes retombées positives sur l’environnement, à commencer par la réduction des émissions de gaz à effet de serre, le ralentissement de l’utilisation des (...)

Comment les investisseurs peuvent-ils contribuer à relever le défi de la biodiversité ?

Comment les investisseurs peuvent-ils contribuer à relever le défi de la biodiversité ? La biodiversité est menacée par les activités humaines telles que la production industrielle, l’exploitation forestière, l’agriculture et l’exploitation minière. Ces activités ont des effets (...)

Assurer l’avenir de l’économie bleue

Assurer l’avenir de l’économie bleue Si notre planète est essentiellement bleue, c’est pour une bonne raison : elle regorge d’eau. Les océans foisonnent de ressources et constituent également un enjeu essentiel dans la lutte contre le changement climatique. La protection des océans (...)

Forex

l’actualité et les stratégies sur le marché du change

Last commented articles

FR Stratégie Démonstration mathématique des raisons pour lesquelles les titres de croissance battent les titres "value"
Read comments Update October 2020
Strategy Targeting positive returns in an uncertain climate
Read comments Update May 2019
FR Stratégie L’intérêt d’une exposition dynamique aux obligations
Read comments Update February 2019
FR Stratégie Les « actions protégées », une stratégie séduisante à calibrer sur-mesure
Read comments Update July 2017

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