Creation of two leading value propositions combined in Deutsche Börse Group’s new Investment Management Solutions segment

November Factor Reversal; More on Diversification Ratios.

Slower Eurozone inflation could allow for faster rate cuts, weighing on the euro; Long Treasury yields plummet as traders bring forward rate cut expectations; US and European stocks shine in November, further reducing portfolio risk.

In the initial version of the press release on December 1, the addition of BANCA MONTE DEI PASCHI and the deletion of AIR FRANCE-KLM was missing.

Factor risk models can help hedge fund managers understand risk factors and exposures and can be an important part of their toolset. This is why we provide clients both statistical and fundamental risk models as a standard package, enhancing the potential for signal and alpha generation.

Investor sentiment rose for the fifth consecutive week after bottoming out in late October/early November, ending neutral in all markets, except in the UK where it turned bullish for the first time since June, and in China where it remained bullish. Last week marked a turning point for most markets (except Japan and China) as uncertainty about the direction of monetary policy, which had yet to abdicate its leadership role in dictating sentiment for the past three years, declined in response to guidance from central bankers and  improved transparency and predictability on the macro side.

Results of the fourth regular quarterly review 2023 of benchmark indices will be effective December 18, 2023.

Get ready for the next 18 months – it could be a bumpy ride. And if it is, you’ll be well prepared for some of the most potentially disruptive ESG events (Economic, Security and Geopolitical!) with well thought-out stress tests. Below, we highlight what’s coming up, alongside some examples of comparable events you can use to help construct the most meaningful stress tests.

The rise of the mass affluent market and its rapidly changing customer behaviour and preferences have been the driving force behind digital acceleration in the wealth management ecosystem. In this blog, Tanya Bartolini, Co-Founder of multi-asset investment technology provider Jacobi, explains how wealth management organizations can use institutional-grade technology to ‘lift the lid’ on investment decision-making and provide richer insights to clients.