Articles by Yakob Peterseil
SEC targets ‘protected’ and ‘guaranteed’ fund names
After criticising the use of the term “principal protected” in structured notes, the SEC turns to ETFs and mutual funds that promise protection from loss in their names
Structured products can underperform a simple stock and bond portfolio, study finds
A group of PhDs churned through 18,000 structured products issued by 13 leading banks, including Barclays, Goldman Sachs and UBS, to find out what investors in the products earned. In November, they published their results. Yakob Peterseil talks to one…
One-third of UK consumers see ‘low value’ in financial advisers, index shows
Financial advisers in the UK received a score of 73 out of 100 in a Vanguard survey designed to measure the value financial advisers deliver to their clients
European stocks primed for protection and leverage
Smarter strategies for European exposure
Volatility indexes are poor hedge against tail risks, say managers
Systematic indexes become expensive "just when you need them", portfolio manager
Equity inflows boost ETF assets by 19% to hit record highs
Assets in exchange-traded funds reached an all-time high of $2.319 trillion in October, with three firms – iShares, State Street and Vanguard – accounting for 70% of the total
‘Complex’ definition eludes European regulators
Determining whether a structured product is "complex” – and therefore unsuitable for retail investors – continues to divide regulators in Europe
Family offices debate role of structured products at London panel
Firms that manage family fortunes say structured products have come a long way since the financial crisis, but their use in family office portfolios remains limited
Improving the accuracy of leveraged ETFs
Seeker of the true path
Credit house of the year – BNP Paribas
Credit house of the year
Best in Benelux – BNP Paribas
Best in Benelux
Best in Italy – Société Générale
Best in Italy
Foreign exchange house of the year – HSBC
Foreign exchange house of the year
Technology innovation of the year – Modelity
Technology innovation of the year
German banks agree to reveal structured product valuations
In a bid to stay one step ahead of the regulators, a consortium of major German banks has volunteered to boost disclosure around the pricing and payout probabilities of their structured products
JVB name to remain after merger with PrinceRidge bolsters structured products
The two structured products distributors will operate as a single entity after parent company announces redundancies affecting 20% of staff
EM currency notes finding buyers even after rout
European private bankers say investors are still going long emerging market currencies via structured notes, even after some of the currencies plummeted in value earlier this year
Falling rates slash coupons and extend tenors
Game changer
Finra targets conflicts of interest in structured products industry
The US regulator has published a report saying issuers and sellers should be doing more to manage conflicts of interest that arise when deciding which products to sell and to whom
CBOE adds short-term version of Vix to volatility suite
The new index, VXST, measures market expectations of S&P 500 volatility nine days into the future, rendering it more sensitive to short-term volatility swings than the Vix
Structured products sales to rise 8% in 2013, Esma predicts
In its report on EU market trends for the second quarter, Esma says sales of equity-linked retail structured products are up this year, while demand for interest rate-linked products has plummeted
Australian regulator blasts potentially misleading marketing documents
Australian regulator blasts potentially misleading marketing documents
Source and Man Group partner for 'beta plus' strategy ETFs
The two LSE-listed funds follow a Man Group strategy designed to generate alpha from broker recommendations on stocks from Asia and continental Europe
Vix challenged by new volatility index
A fix for the Vix?