OpinioPro Research


Financial Investigator Research by OpinionPro

  • OpinioPro Selection - Mutual Funds available to the Dutch retail market

    OpinioPro Selection - Mutual Funds available to the Dutch retail market

    vrijdag 13 juli 2018

    Top 10 Rankings July 2018
    • Screening • The screening starts by selecting the range of funds registered for sale inThe Netherlands for the specific asset class. • In order for a fund to make it through the screening, the eligibility of each fund in an asset class is determined based on predefined criteria.These criteria depend on the asset class and are sho

  • Erste Group - Faced with new punitive tariffs, China seeking closer ties with EU and other key economic areas

    Erste Group - Faced with new punitive tariffs, China seeking closer ties with EU and other key economic areas

    zaterdag 14 juli 2018

    Week Ahead
    Following President Trump’s announcement in June, the US administration released a list of targeted items for the new punitive tariffs against China this week. In a worst-case scenario, this list should represent annual trading volume of approx. USD 200bn. The affected product groups are food and beverages, chemical products, electronics, vehicles, metals

  • UBP - Sustainable EM Corporate Debt

    UBP - Sustainable EM Corporate Debt

    maandag 26 maart 2018

    Key points
    • Responsible Investment has been growing steadily over the last years, reaching $22.9 trillion in 2016. • Still, the offering of sustainable emerging market (EM) credit portfolios is limited as investors remain sceptical that ESG considerations and emerging markets are compatible. • In reality, ESG champions already exist amongst EM corporate i

  • Prudential - Defined Contribution Investments On Trial

    Prudential - Defined Contribution Investments On Trial

    zaterdag 14 juli 2018

    In Defense of an Institutional Approach
    There is significant debate as it relates to the appropriate investment approach for defined contribution plans. Now more than ever, plan sponsors are faced with a unique set of challenges when it comes to helping participants meet their retirement goals. The growing dependence on participant-directed retirement savings vehicles, el

  • Erste Group - Political Risk Currently Not The Only Focus Of Credit Investors

    Erste Group - Political Risk Currently Not The Only Focus Of Credit Investors

    vrijdag 13 juli 2018

    Credit Markets weekly
    Robust economic growth and earnings season come to the forefront Last week the US payrolls report provided confirmation that US economic growth remains on an even keel. A number of indicators even point to an acceleration in GDP growth in Q2. On the global level, economic growth appears to be robust as well. In recent weeks uncertainty has increased,

  • Amundi - China assets hit by trade talks: What expect from now

    Amundi - China assets hit by trade talks: What expect from now

    vrijdag 13 juli 2018

    Investments Talks
    • The US-China relationship appears to be deteriorating. US recently published a list of an additional $200bn of Chinese products subject to 10% tariff rates that will be put forward for the public hearing process by 30 August and could possibly be implemented in September. • As trade talks intensify, Chinese assets are under pressure, with the

  • OpinioPro Selection - Expert Investor Asset Class Research Participant Report

    OpinioPro Selection - Expert Investor Asset Class Research Participant Report

    vrijdag 13 juli 2018

     Q2 '18 Netherlands fund selector asset class sentiments
    • Index tracking products is the most popular asset class among Dutch investors. Property funds, EM debt, private debt and commodities are also in demand. • Dutch fund selectors are less negative on US equities and developed govvies. • Appetites for several equities namely Europe, GEM, Asia a

  • OpinioPro Selection - Monthly Index news

    OpinioPro Selection - Monthly Index news

    vrijdag 13 juli 2018

    STOXX Benchmark Indices
    The STOXX ® Global 1800 Index fell 0.2% in June, weighed down by stocks in Asia and Europe. Investors sold shares in those regions likely to suffer from a protectionist turn in US trade policy. Asian exporting countries such as China, Singapore and South Korea posted the heaviest losses in the month. The STOXX® Asia/Pacific 600 Index slid

  • NN Investment Partners - On track, but troubled

    NN Investment Partners - On track, but troubled

    donderdag 12 juli 2018

    CIO Thoughts: On track, but troubled?
    In most news flows and investor discussions, economic data continue to take a back seat to events unfolding in the political sphere. As we learned in so many of the political crises of recent years – the Italian government formation, the Trump election, Brexit, the invasion of Crimea, to name a few – this does not mean tha

  • ECB - Euro Area Securities Issues Statistics: May 2018

    ECB - Euro Area Securities Issues Statistics: May 2018

    woensdag 11 juli 2018

    • The annual growth rate of the outstanding amount of debt securities issued by euro area residents decreased from 1.5% in April 2018 to 1.0% in May. • For the outstanding amount of listed shares issued by euro area residents, the annual growth rate was 1.4% in May 2018, compared with 1.3% in April. 

  • Nordea - Three things you need to know about European markets

    Nordea - Three things you need to know about European markets

    woensdag 11 juli 2018

    Trade-war rhetoric coming from the US appears to be heading for a boiling point—and that could impact European markets. 
    Following his focus on tax reform, another of US President Donald Trump’s campaign promises reared its head in the second quarter. Initial outbursts against unfair trade practises were directed against China and the steel trade, but the

  • ING - Veel slecht nieuws ingeprijsd in de koersen

    ING - Veel slecht nieuws ingeprijsd in de koersen

    donderdag 12 juli 2018

    Verlaging vastgoedweging ten gunste van aandelen.
    Deze maand verhogen we de weging van aandelen van neutraal naar overwogen en verlagen we de weging van beursgenoteerde vastgoedaandelen van overwogen naar neutraal. Binnen de tactische assetallocatie handhaven we op deze manier de overweging van zakelijke waarden ten koste van vastrentende waarden, maar verschuiven we de o

  • ECB - The natural rate of interest and the financial cycle

    ECB - The natural rate of interest and the financial cycle

    woensdag 11 juli 2018

    Working Paper Series
    I extend the model of Laubach and Williams (2003) by introducing an explicit role for the financial cycle in the joint estimation of the natural rates of interest, unemployment and output, and the sustainable growth rate of the US economy. By incorporating the financial cycle – arguably an omitted variable from the system – the model is ab

  • ECB - Financial frictions, international capital flows and welfare

    ECB - Financial frictions, international capital flows and welfare

    woensdag 11 juli 2018

    Working Paper Series
    The connection between the financial crisis and global imbalances is controversial. This paper argues that this relationship is likely to be connected to the existence of heterogenous financial frictions in different domestic credit markets. By developing a general equilibrium model where adverse selection and limited pledgeability coexist, this work

  • OpinioPro Selection - Risk-Adjusted SPIVA Scorecard: Evaluation of Active Managers’ Performance Through a Risk Lens; Year-End 2017

    OpinioPro Selection - Risk-Adjusted SPIVA Scorecard: Evaluation of Active Managers’ Performance Through a Risk Lens; Year-End 2017

    dinsdag 10 juli 2018

    • Modern portfolio theory (MPT) states that expectations of returns must be accompanied by risk or variation around the expected return. It assumes that higher risk should be compensated, on average, by higher returns. • Beyond relative performance of funds, market participants are also interested in the risks taken to achieve those returns. This motivated us to examine the performance

  • State Street Global Advisors - Time for Value Exposure in the US Again?

    State Street Global Advisors - Time for Value Exposure in the US Again?

    woensdag 11 juli 2018

    STRATEGY ESPRESSO
    While Value, as measured by MSCI USA Value Exposure Select Index, underperformed the market so far this year, it may be time to look at value strategies again given the supportive macroeconomic outlook and strong company fundamentals in the US. Here are some reasons why investors may wish to look at value strategies, in particular the MSCI USA Value

  • OpinioPro Selection - Risk Retreated in Q2 But…

    OpinioPro Selection - Risk Retreated in Q2 But…

    woensdag 11 juli 2018

    Active Managers Need to Look Under the Hood
    Markets worldwide saw large swings in Q2 2018, as investors reacted to geopolitical tensions, a looming trade war and inflationary pressures. US stocks were up for the quarter, but many world markets were barely in the black. Chinese indices posted steep losses amid escalating trade concerns. Volatility remained elevated from hi

  • Amundi - Key investment convictions for the short and long term

    Amundi - Key investment convictions for the short and long term

    woensdag 11 juli 2018

    Long-term investing is about the belief that fundamental value exists and that asset class returns tend to mean revert to their equilibrium level and rotate around it, within regimes. Every regime is defined by its mean/equilibrium, based on economic and credit cycles (and depends on a number of factors, including monetary and fiscal conditions). Detecting market inefficiencies and misalignment

  • Invesco - The growing sentiment gap

    Invesco - The growing sentiment gap

    donderdag 12 juli 2018

    Market outlooks differ among financial advisors and investors
    Invesco commissioned a study to take the pulse of investors and financial advisors in the first (1Q) and second quarters (2Q) of 2018. The first round of research was conducted in January. The second round was conducted in April to gauge the investment climate after February's market adjustment causing vola

  • Lyxor - Alpha outlook ahead of the earning season

    Lyxor - Alpha outlook ahead of the earning season

    donderdag 12 juli 2018

    The weekly brief
    The Q2 earning season starts in a week with the reports of major banks. Earning seasons are important moments for stock-pickers. They need stock fundamentals to evolve as they expected, and stock returns to move consistently with fundamentals.
    Our monitoring of the Q2 environment does not suggest a game-changing season. The manufacturing and retail

 

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