The majority of asset managers dragged into new uncleared margin requirements over the next two years could avoid tying up capital altogether, but still play by the rules, according to recent research from OpenGamma.
Surveys & research
The Eurozone is outperforming North America when it comes to ESG investing, according to new research by Amundi, although passive and active ESG investors on both sides of the pond have seen a positive impact on portfolio performance since 2014.
Aggregate funded ratio for US state pension plans up more than 2.5 per cent in Q4 2019, says Wilshire
The aggregate funded ratio for US state pension plans increased by 2.6 percentage points during the fourth quarter of 2019 ending at 76.0 per cent, a 9.8 percentage points increase from December 2018, according to Wilshire Consulting.
Global fund managers have begun 2020 with the biggest overweight in European equities on record while allocating the least to emerging markets in six years relative to benchmark, according to the Global Funds 2020 Positioning Themes report compiled by Copley Fund Research.
Aviva Investors, the global asset management business of Aviva plc (Aviva), expects global growth to pick up modestly in 2020, having established a trough at around the turn of the year. More importantly, worries about a more severe downturn or even recession next year have diminished significantly.
The State Street Investor Confidence Index (ICI) decreased to 79.7 in December 2019, down 1.7 points from November’s revised reading of 81.0.
Political instability will be the main risk for investments in Spain during 2020, according to the fourth edition of the survey "Spain as an Investment Opportunity" published today by Kreab, a communication and public affairs consultancy firm founded in Sweden in 1970.
State Street Survey points to a bright future for both digital assets and semi-transparent ETFs in the US
As part of a wide ranging 2020 industry trend outlook, a survey of US asset managers and asset owners conducted by State Street Corporation predicts continued prevalence of digital assets as well as a bigger role in the industry for semi-transparent active ETFs.
Geopolitical risks and trade tensions are biggest threats to financial stability in 2020, says new DTC survey
Geopolitical risks & trade tensions rank as the greatest threat to global financial stability in 2020, according to a new survey published by The Depository Trust & Clearing Corporation (DTCC).
Net sales of UCITS and AIFs totalled EUR 25 billion in September, down from EUR 69 billion in August, according to the latest Investment Fund Industry Fact Sheet from The European Fund and Asset Management Association (EFAMA).