Download PDF Introduction In the business world, there are many words, some have strong meanings, others are buzzwords. Does the word “ESG” have a material impact in the asset management world, or is it just used as a marketing ploy? In this article, we seek to evaluate this question globally Read more…
Download as PDF Franklin Templeton Investments [BEN] – Mkt Cap as of February 25th, 2020: $11.79bn Legg Mason [LM] – Mkt Cap as of February 25th, 2020: $4.35bn Introduction As Invesco’s chief executive Marty Flanagan correctly pointed out some months ago, the Asset Management industry is going through dramatic changes Read more…
Download as PDF Introduction We have touched upon the new trend of ESG factors shaping investors preferences in the “Green Bonds Boom” article published in the last semester. This time around we will try to analyze how environmental, social and governance responsibility may be driving equities, in order to see Read more…
Natixis S.A. (EPA: KN) – market cap as of 14/09/2018: €18.43bn Introduction On September 12th, 2018 Natixis S.A. announced an agreement for the proposed sale of its retail banking activities to its parent BPCE. The transaction includes the transfer of the firm’s consumer financing, factoring, leasing, sureties and guarantees, and Read more…
XL Group Ltd (NYSE:XL) – market cap as of 09/03/2018: $14.4bn Axa SA (EPA:CS) – market cap as of 09/03/2018: €54.5bn Introduction On the March 5, 2018, the French insurer Axa announced its intention to buy 100% of Bermuda-based XL Group, which also operates in the insurance industry, for $57.6/share. Read more…
The Blackstone Group L.P. (NYSE:BX) – market cap as of 23/02/2018: USD41.1bn Thomson Reuters Corporation (TSX:TRI) – market cap as of 23/02/2018: CAD35.8bn Introduction On January 30, 2018, Thomson Reuters announced the agreement to sell a 55% stake in its Financial and Risk unit to the US private equity firm Read more…
Standard Life plc (SL.: LSE) – market cap as of 10/03/2017: £7.52bn Aberdeen Asset Management PLC (ADN: LSE) — market cap as of 10/03/2017: £3.77bn Introduction On March 6, 2017, it was announced that Standard Life plc (“Standard Life”) has agreed to acquire Aberdeen Asset Management PLC (“Aberdeen”) in an Read more…
In this article, we will provide an overview on momentum investing, explaining what the strategy is and how it works. We will provide historical values that shows that strategy generated positive returns in the past but also negative returns if the most recent period is observed. What is it? In Read more…
There’s Nothing Smart about Smart Beta Smart Beta is anything but new: strategies developed in the 70s with the aim of outperforming the market through relatively simple quantitative analysis. It is the middle ground between passive and active investment. Due to the fact that when it comes to stock picking Read more…
Henderson Group Plc. (HGG) – Market cap as of 07/10/2016: £2.86bn ($3.55bn) Janus Capital Group Inc. (JNS) – Market cap as of 07/10/2016: $2.54bn Introduction On October 3, 2016, the two asset managers Henderson Group Plc. and Janus Capital Group Inc. announced that they will combine their assets in a Read more…
“In the old days you built armies, now you build a sovereign-wealth fund” Jayne Bok In the month of January, there has been significantly more willingness by sellers to sell assets at any price. Volume has been extremely high and markets have been strongly linked to oil prices even though, Read more…
Is the Italian asset management industry entering its roaring years? In this report we try to analyze the current situation and to find an answer to this question. First, we focus our attention on the typical financial portfolio of Italian households. We will see how it can be broken down Read more…
Together with flowers and good weather, spring brings about also first quarter results of a year where European QE plays the lion role. With surging volatility, stocks at their highest, and regulatory fines fading out, banks can eventually present to shareholders decent results. Indeed, the last years, which have been Read more…
If you general use Fineco to set your trades you might consider buying Fineco itself! Fineco (FBK.MI) has been listed on Milan stock exchange last July, for a price of 3.7 Euro a share, for a total market cap of 2,2 Billion, granting Unicredit 673 Million (+ 101 Million of Read more…
UniCredit SpA; Market Cap (as of 03/10/2014): €35.45bn Santander SA; Market Cap (as of 03/10/2014): €87.68bn On September 22, UniCredit, the largest Italian bank by assets, and Santander, the largest bank in the Eurozone by market value, are in talks to merge their asset management units to create a European Read more…