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Research

Market
Schroders: call spread collars, risk reversal deliver protection

18 Dec 2024

Schroders: call spread collars, risk reversal deliver protection

The UK asset manager has unveiled some of the equity derivatives (EQD) strategies adding value to investors in the current market environment in its latest research.

Market
SX5E: SG favours long put spreads, BofA eyes V2X futures

12 Jun 2024

SX5E: SG favours long put spreads, BofA eyes V2X futures

The Eurostoxx 50 Index (SX5E) is providing new opportunities, according to the latest equity derivatives research.

Regulation
FSMA study: riskier products carry higher costs

18 Oct 2023

FSMA study: riskier products carry higher costs

Research by the Belgian regulator found that non-capital protected products, those denominated in foreign currencies and structures linked to indices have higher costs associated to them.

Products
Morningstar: we select themes based on equity research

05 Jul 2023

Morningstar: we select themes based on equity research

Morningstar is growing its footprint in the structured products market on the back of new demand for thematic underlyings seeking to capture new trends and growth stories.

Products
ESG series: S&PDJI - structured products, a growth area for ESG indices

13 Feb 2023

ESG series: S&PDJI - structured products, a growth area for ESG indices

S&P Dow Jones Indices (S&PDJI) has seen its footprint in the ESG structured products market increase since 2020 and has become the second fastest growing provider in this space.

People
Citi taps UBS head of EQD research, bolsters Markets unit

28 Oct 2022

Citi taps UBS head of EQD research, bolsters Markets unit

The US bank has appointed an equity derivatives specialist to lead its equity trading strategy in the US and appointed a new head of head of European Markets.

Products
View from the top: investors want to understand why they buy certain products

25 Aug 2020

View from the top: investors want to understand why they buy certain products

Despite the sluggish performance in 2020, and plans to de-risk its equity derivative books, the French bank has entered the top 10 global issuer ranking including flow and non-retail products with a 2.7% global market share across more than 180,000 products worth an estimated US$8.6 billion year to date.

People
SG elevates global head, boosts Swiss platform

25 Jun 2020

SG elevates global head, boosts Swiss platform

The French bank has made two senior appointments within its global markets division aimed at equity derivatives research and strategy, and growing its Swiss platform.

Products
Why retail investors like complexity - but only go with it as long as it delivers

15 Feb 2019

Why retail investors like complexity - but only go with it as long as it delivers

New research finds that a combination of forces has benefited end investors in their search for yield.

Market
Levendi rolls out Mifid 2 compliant service for structured products

14 Feb 2019

Levendi rolls out Mifid 2 compliant service for structured products

UK firm targets issuers ans distributors with analysis to match regulatory requirements around expected return, attitude to risk, worst case scenario, etc

Market
Structured products retain their value despite market sell-off

24 Jan 2019

Structured products retain their value despite market sell-off

Structured investments show their worth once more in the face of a market sell-off and increasing volatility

Market
Securities with an ‘Economic moat’ provide an alternative source of quality and outperformance, Solactive

13 Nov 2018

Securities with an ‘Economic moat’ provide an alternative source of quality and outperformance, Solactive

The German index provider shows how getting exposure to companies surrounded by an Economic Moat via a rule-based alternative index can deliver outperformance