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Long-term performance of active and passive funds across major markets

Research from BMO Global Asset Management’s multi-manager team reveals there are distinct markets where the probability of active funds outperforming the index over the long-term is greater, while there are other markets where it has proven more challenging to generate alpha. Research from the team – co-managed by Rob Burdett and Gary Potter – shows […]

Efama, Amic propose additional oversight of leverage risk

Leverage risk remains relatively benign from a systemic point of view, but there is still an identifiable need to improve the monitoring and oversight of leverage risk as it affects funds and asset management, according to the latest joint paper published by the European Fund and Asset Management Association and the Asset Management and Investors […]

European institutions want bespoke approach – Cerulli

Research by Cerulli Associates, a global research and consulting firm, suggests that investment managers are seeking out bespoke solutions to help drive revenues over the next 1-2 years. Reported in The Cerulli Edge – International Institutional Edition, the research suggests that managers are “adapting generic products to bring scalable customisation to a wider investor base”, […]

Making the case for Asian IG credit

Analysis of rapidly developing Asian fixed income markets by Bertram Sarmago, investment director – Asian Fixed Income and Jian Wei Loh, portfolio manager at Nikko Asset Management, proposes that there are increasing opportunities to use exposure to diversify against US credit, particularly by using Asian investment grade credit. In a note on these developments, they suggest […]

Beating the S&P 500 is possible

Much has been written about the challenge of beating stock market benchmarks through active investment management. Exchange Traded Funds have become increasingly popular as the solution to this perceived problem. Yet, as we note the recent 10th anniversary of Stryx America’s institutional share class on 10 July, 2017, and how this fund has comfortably produced higher […]

Picking the right managers in the AltUcits space: tips of a French expert

As the alternative Ucits space welcomes ever more strategies, operating fund selection in the universe has become more challenging. This is the feeling of Paris-based Vincent Batailler (pictured), managing partner of alternative investment advisory and due diligence firm Iodda Advisors he founded in 2016. Batailler shares with InvestmentEurope tips to help picking the right managers […]

European stock universe still dries up by the bottom, warns LFDE

French asset manager La Financière de l’Echiquier (LFDE) together with research center MiddleNext have released their third consecutive study on the universe of European small and mid cap stocks. The research has found out that between 2007 and 2016, the overall number of companies listed on European stock exchanges has decreased by 13% to 5,498 from 6,349 […]

MSCI ESG Research examines two scenarios after US pulls out of Paris climate treaty

MSCI ESG Research has analysed the impact in the short and long term of the US government decision to pull out of the Paris climate treaty, should companies in carbon-heavy sectors such as utilities, energy, materials and industrials decide to follow suit and ditch their own corporate commitments to combating climate change this way. Ankit […]

Sweden’s PPM share of public pension shows better returns than income share

Returns from the PPM share of Sweden’s public pension system are better than returns through the ‘income pension’ share, according to  a report published by the Swedish Investment Fund Association. This matters because under the Swedish system, employees are obliged to save in three ways, to fund the income, premium (PPM) and guarantee pension, while […]

Lithium: the new gold rush

Initiatives to render our world greener and its air less polluted, are multiplying across countries. Major cities such as Paris have decided to ban diesel-powered vehicles by 2025 to tackle global climate change and CO2 emissions issues. One solution to curbing CO2 emissions can be found in the use of electric vehicles. Like many devices […]

Cambodia most attractive investment destination in Asia

According to research conducted by InvestAsian, Cambodia is the most attractive destination for investment in Asia. InvestAsian has ranked 15 countries based on a range of factors including economic growth, openness to foreign investment, along with ease of banking and doing business. Cambodia came out on top, as the country has seen robust economic growth, […]

Stock Connect, CIBM seen replacing QFII and RQFII for newer China investments

Research from Standard Chartered has pointed to an ongoing shift in the way investors access the Chinese market and Chinese assets, which is expected to see the Stock Connect and China Interbank Bond Market (CIBM) channels take over business from the QFII and RQFII channels. Although the Qualified Foreign Institutional Investor and RMB Qualified Foreign Institutional […]

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