Investment
Risk-neutral return distributions as investment opportunities
This paper develops means to assess investment-value-based risk-neutral distributions and from these nonzero mean returns are extracted.
Building an actionable view of private markets
FactSet Private Company data as a comprehensive system of record for fully integrated public and private market coverage
Will SEC reporting proposal supercharge alt data providers?
Move that would allow companies to opt out of quarterly reporting disclosures welcomed
Equity and securitisation RWAs surge at Chinese banks
Eight of 12 lenders hit new highs for equity RWAs in Q4
A consistent view of risk across the organisation
Beacon by CWAN is a unified platform that spans the full investment lifecycle – from trading and modelling to accounting and regulatory reporting
Quants like Andrew Ang are making the case for AI agents
AI agents can boost human managers by analysing investments, risks and portfolio choices at scale
YCC, carry trades and the changing role of the yen
Marcello Minenna argues that as the BoJ adjusts its policy regime, changes in carry positioning are increasing the instability of the correlation between exchange rates and yield differentials
EU officials tamp down hopes for bank capital relief
Capital cuts are not a done deal in EC’s review of competitiveness, despite US deregulation
Global investment outlook: 2026 and beyond
Broadening, steepening and weakening: Franklin Templeton’s top investment ideas for 2026 and beyond
Harnessing green finance for net-zero: strategies and innovations in the Middle East and North Africa region
With a focus on the MENA region, the authors assess how green finance can contribute to efforts in achieving net-zero.
ICBC’s equity fund RWAs surged fivefold in Q3
Less risk-sensitive mandate-based approach drives Chinese bank’s spike to record high
Technical trading versus buy and hold: a framework using common indicators in the US stock market
The author proposes a technical trading framework which incorporates trend-following, conditional active trading, stop-loss mechanisms and trading volume in formulating strategies
Deep water waves: accelerating, broadening, consequential
Factors that will impact investment returns over the next decades, the interplay between them and their likely impact on investment outcomes
Stifel tops US banks in CLO concentration
$6.5bn CLO book equals over 15% of assets – triple the next US bank
Talking Heads 2025: Who will buy Trump’s big, beautiful bonds?
Treasury issuance and hedge fund risks vex macro heavyweights
Charting the landscape of short selling: an infometric study shaped by market sentiments
The authors aim to clarify the formulation of short-selling scenarios by providing a comprehensive bibliometric review of research in areas surrounding the topic.
The investors who aren’t fretting over Trump’s stat sulk
Some see dismissal of statistics agency chief as an assault on US institutional integrity; for others it offers a chance to throw off outdated methods
The effect of environmental, social and governance disclosure on corporate investment efficiency
Investigating the impact of environmental, social and governance (ESG) disclosure on investment efficiency, the authors' findings suggest that nonfinancial disclosure mandates can alleviate capital rationing issues for underinvesting firms.
ICE’s approach to pricing global fixed income assets
Accurate and transparent bond pricing is critical for managing risk, meeting regulatory requirements and making informed investment decisions
Precision-crafted: the new tools of investing
Key trends, tactics and innovations that are influencing investors’ thinking in the current environment
The future of fixed income
Apac investors’ use of fixed income products, the fast-track evolution of the UBS fixed income proposition and the innovations likely to be seen by 2030