Bond investors need better valuations and more differentiation in risk premiums to make the asset class attractive again. With yields close to their all-time lows, we are all aware of the risk of losing money at some point in fixed income. The combination of looser fiscal policies to meet the… Read More »
Developments in the UK have led us to renew our focus on the region in recent weeks, amidst the start of Brexit negotiations and the general election. We have not made any changes to our neutral position on UK equities and UK rates, or our negative view on sterling. We… Read More »
KuppingerCole and CXP group publish survey about the Current State of Identity and Access Management in Organizations on behalf of Beta Systems KuppingerCole Ltd., an international and independent analyst organization with a strong focus on Information Security, Identity and Access Management as well as all areas concerning the Digital Transformation,… Read More »
There has been lots of talk from central bankers yesterday and even more today. Usually, these speeches are quite boring but every once in a while, they throw us a curveball. President of the European Central Bank, Mario Draghi started some tidal waves yesterday morning by making a simple yet… Read More »
State Street Global Exchange released the results of the State Street Investor Confidence Index® (ICI) for June 2017. The Global Investor Confidence Index declined slightly in June. The Index now stands at 101.0, down from May’s revised reading of 102.6. Confidence among both Asian and North American investors declined, with… Read More »
T. Rowe Price hires regional heads for Multi-Asset Solutions Business T. Rowe Price Group, Inc. (NASDAQ-GS: TROW) today announced that its Asset Allocation division has hired Yoram Lustig, CFA as head of Multi-Asset Solutions for Europe, Middle East, and Africa (EMEA) and Lowell Yura, CFA, as head of Multi-Asset Solutions… Read More »
NewAlpha receives the support of the ‘French Tech Acceleration Fund’ and announces the final closing of its Fintech Venture Capital Fund NewAlpha Asset Management (“NewAlpha”), an expert in investments targeting the entrepreneurial financial industry worldwide, launched the first French venture capital fund dedicated to Fintech companies in November 2015. Following… Read More »
Fabiana Fedeli - Victoria Mio -
The fears of a negative impact from the policies of the Trump administration on China – and, as a result, on emerging markets trade flows – have overstated the actual risk. In particular, we believe the risk of a trade war between the US and China has significantly subsided following… Read More »
Board of Directors approves renewal of EMTN Programme The Board of Directors of Saipem S.p.A. (the “Company”) approved today the renewal for one year of the programme for the issuance of non-convertible notes, the Euro Medium Term Notes Programme (EMTN Programme), which was originally approved on April 27, 2016 and… Read More »
A good bank for ISP: ISP is set to take over the “good” bank stemming from the segregation of some assets of BPVicenza (BPVI) and Veneto Banca (VB) at €1. We estimate that the scope acquired is ~€42.4bn total assets (€28bn RWA) including €4bn “high risk” performing loans which could… Read More »
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