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European ETF Industry Evolution: 2 Crises Survived and 10 Years of Growth

European ETF Industry Evolution: 2 Crises Survived and 10 Years of Growth

🕔11:30, 23.Sep 2020

While ETFs have been available in Europe since 2000, in the 10 years following the Global Financial Crisis we have seen a boom in ETF asset growth. Over this period, ETFs in Europe have seen a compounded annual growth rate

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Enduring Yield: European Commercial Real Estate Debt

Enduring Yield: European Commercial Real Estate Debt

🕔09:37, 21.Sep 2020

The European real-estate debt market has changed dramatically since the Global Financial Crisis, with bank lending activity – constrained by regulatory capital and oversight – creating a structural opportunity for non-bank lenders to exploit. As such, we believe European commercial

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Weekly Market Recap

Weekly Market Recap

🕔11:09, 15.Sep 2020

The continuing lack of progress in Congress on a new stimulus package seemed to be weighing on sentiment, with investors particularly worried about the building financial pressures on states and municipalities. On Thursday, Republicans brought …

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Economic and Political Backdrop

Economic and Political Backdrop

🕔07:41, 8.Sep 2020

The US A light week for economic data was highlighted by the Labour Department’s monthly non-farm payroll report, showing that employers added 1.4 million jobs in August, a number in line with consensus estimates. Temporary workers who were hired to

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The EU Recovery Fund: An Unprecedented Step, But No Panacea

The EU Recovery Fund: An Unprecedented Step, But No Panacea

🕔14:52, 3.Sep 2020

The European Union’s EUR 750 billion recovery fund is a historic move that could pave the way for fiscal integration for the bloc. The macroeconomic reforms linked to the fund will not, however, be enough to generate long‑term growth or

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Implications of a weaker dollar

Implications of a weaker dollar

🕔15:12, 12.Aug 2020

Weekly commentary A prolonged period of U.S. dollar gains has reversed abruptly. The policy revolution to cushion the pandemic’s blow is a key driver, as it has eroded the dollar’s interest rate advantage and helped lift risk appetite off its

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Applied philosophy

Applied philosophy

🕔11:21, 10.Aug 2020

Factors in two flavours  Strange things are happening with factors. Was the market turbulence in February and March just a dream? Factors seem to tell us that the market …

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European Fund Industry Review—H1 2020

European Fund Industry Review—H1 2020

🕔13:19, 6.Aug 2020

The European fund industry faced estimated net inflows in H1 2020. The overall fund flows for mutual funds in Europe amounted to estimated net inflows of €123.0 bn for H1 2020. • Money market funds (+€152.5 bn) were the best-selling

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Weekly Market Recap

Weekly Market Recap

🕔12:59, 5.Aug 2020

Summary for the week ending on Friday, 30 July  Last week’s corporate earnings reports demonstrated that some major companies are benefiting from the pandemic’s impact on consumer patterns. This was on clear display Thursday evening, when Facebook, Amazon.com, Apple and

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Weekly Market Recap

Weekly Market Recap

🕔11:24, 4.Aug 2020

Summary for the week ending on Friday, 30 July  Last week’s corporate earnings reports demonstrated that some major companies are benefiting from the pandemic’s impact on consumer patterns. This was on clear display Thursday evening, when Facebook, Amazon.com, Apple and

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EU agreement: a powerful answer that can lift further EU assets and ESG investing

EU agreement: a powerful answer that can lift further EU assets and ESG investing

🕔09:24, 27.Jul 2020

The agreement reached among EU leaders at the end of the longest European Council in history regarding a comprehensive package worth €1,824bn – including the Multiannual Financial Framework (MFF) and the Next Generation EU (NGEU) instrument – is a significant

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Favoring Euro stocks in global restart

Favoring Euro stocks in global restart

🕔13:16, 22.Jul 2020

We consider European stocks the most attractive regional exposure to a multispeed global restart, especially versus emerging markets outside of north Asia. We could see a $1-1.5 trillion U.S. fiscal package that extends some, but not all, federal stimulus measures

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Waiting for the parachute to open

Waiting for the parachute to open

🕔09:46, 21.Jul 2020

Although in relative terms Europe appears to be in “a good place” at the moment, to borrow words from Christine Lagarde, daunting challenges still abound. The virus is much better controlled than in the US, but given the lower European

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Leveraged loan investment and ESG in light of Covid-19

Leveraged loan investment and ESG in light of Covid-19

🕔15:26, 17.Jul 2020

Will it change our style and perception of value?  This paper focuses on ESG in the context of the Covid-19 ‘coronavirus’ pandemic, specifically in the syndicated European bank loan market. Amid the global health crisis, there has been a renewed

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The Eurozone’s Hamiltonian Movement

The Eurozone’s Hamiltonian Movement

🕔15:15, 17.Jul 2020

The European Recovery Instrument is Neither a Hamiltonian Moment nor a non-Hamiltonian Muddle  We answer key questions about new EU proposals for a joint fiscal cushion in response to COVID-19: Are these plans a “Hamiltonian Moment” — after Alexander Hamilton’s

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Bank dividend bans: Three market implications

Bank dividend bans: Three market implications

🕔15:03, 17.Jul 2020

Regulators in the UK and Europe have introduced a de-facto ban on bank dividends. The rationale for this is that banks provide a critical part of the monetary transmission mechanism. Regulators want to ensure that banks don’t compromise their ability

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Hydrogen: the missing link

Hydrogen: the missing link

🕔07:52, 16.Jul 2020

The European Commission has introduced the “Green Deal”, a plan to make the EU carbon neutral by 2050. Hydrogen plays an important role in the plan. On 10 June, the German government announced its hydrogen strategy, a plan that …

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Time to play a cyclical recovery in European equity

Time to play a cyclical recovery in European equity

🕔11:32, 15.Jul 2020

Cyclical conditions are turning more positive for Europe. Easing geopolitical risk and the prospect of massive fiscal resources (national and EU-wide) and monetary support could support a recovery in 2021. The improved …

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Weekly Market Recap

Weekly Market Recap

🕔11:09, 14.Jul 2020

US stocks jumped at the start of trading last Monday, with many attributing the strength to a front-page editorial in the China Securities Journal, stating that “fostering a healthy bull market after the pandemic is now more important to …

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AT1 debt & CoCo bonds

AT1 debt & CoCo bonds

🕔11:30, 13.Jul 2020

White Paper   Solid fundamentals for European systemic banks when entering the crisis Covid-19 is not 2008 Global Financial Crisis. European banks entered the Covid-19 crisis with solid capital positions and higher capital ratios than in 2008 courtesy of the new banking …

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How a virus may speed up the energy transition

How a virus may speed up the energy transition

🕔14:59, 9.Jul 2020

What the last few months taught us about winners, losers and survivors in European electricity markets.  The Covid-19 pandemic already looks set to cause the biggest drop in global energy demand in modern history in 2020.  Especially in Europe, the

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Warming up to Europe

Warming up to Europe

🕔11:34, 24.Jun 2020

BII Global weekly commentary We are warming up to European assets as the region steps up its policy response and demonstrates relative success in tamping virus growth. We are tracking the interplay of containment measures and mobility changes on activity

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Covid-19: short-term pain, long-term opportunities for European commercial real estate

Covid-19: short-term pain, long-term opportunities for European commercial real estate

🕔11:39, 22.Jun 2020

Over the past few weeks, most Western economies have remained frozen by the lockdown measures taken to contain the Covid-19 pandemic. These measures have already had an unprecedented economic impact, but the magnitude of the long-term fallout is difficult to

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A Just Energy Transition: Impacts on European Power Producers

A Just Energy Transition: Impacts on European Power Producers

🕔09:45, 22.Jun 2020

European power generation companies are critical actors in a Just Transition to renewable energy. At Candriam, as ESG analysts we have surveyed and evaluated the extent to which these companies are integrating the social consequences into their planning and decisions.

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Next Generation EU: corona als katalysator voor klimaatplannen en digitalisering

Next Generation EU: corona als katalysator voor klimaatplannen en digitalisering

🕔08:00, 19.Jun 2020

Obligaties uitgegeven door de Europese Unie (EU); waar het voor de coronapandemie niet voor mogelijk werd gehouden, staat dit nu in het plan van de Europese Commissie om de Europese economie een nodige kickstart te geven. Als het pakket wordt

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Featured Events & Webinars

  1. T. Rowe Price – Webinar – What will a new era bring for Japan?

    October 7 @ 10:00 - 10:30

Twitter

"The relentless run in #riskassets over the last five months finally faded a bit in early September, as the S&P 500 fell nearly 8% and the tech-heavy #NASDAQ fell 11%. This year’s returns have been heavily influenced by the …" -> https://www.opiniopro.com/2020/09/northern-trust/an-interesting-fall/

"All eyes were on #centralbanks. As expected, the #Fed left its rates unchanged. It even said they would not move until inflation rose above 2% and stayed there for some time, a situation ..." -> https://www.opiniopro.com/2020/09/edmond-de-rothschild/central-banks-strive-to-maintain-visbility/

"Some regions of #Europe are returning to #lockdown – for instance some districts of Madrid badly hit by the second wave of the #pandemic. Yet, for now these lockdowns are ..." -> https://www.opiniopro.com/2020/09/axa/investing-to-pastures-greener/ #ecb

Various central banks met last week and offered markets the comfort of ongoing stimulus. #ChartoftheWeek plots both historic US interest rates and the market’s implied expectations, forecasting no normalisation. Read more in our #FixedIncome roundup: https://bit.ly/3hVWkLB

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