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  • SHOREX EVENTS ORGANISER

    Specialist media group for the wealth management industry                                                                                                                                                          

  • SHOREX EXHIBITION & CONFERENCE
    SHOREX EXHIBITION & CONFERENCE

    The exhibition and conference is a unique platform where professionals can network to explore new services, products and ideas

  • SHOREX ROUNDTABLES

    Roundtables - Personalised, targeted and efficient approach to connect with your potential client base and present your solutions

  • SHOREX GENEVA

    The Shorex Wealth Management Forum Geneva - Widely recognised as the leading European event for international wealth managers

  • SHOREX EVENTS
    SHOREX EVENTS

    Shorex has organised events in Europe, North America, South America and Asia with more than 40,000 professionals and HNWIs worldwide having attended

Are Investors Underestimating the Risks in Emerging Market Bonds?

During their chase for yield a number of investors have added emerging-market bonds to their portfolios, since these bonds seemed to be fairly valued and offered a yield suiting the needs of the investors. But, as always in a long bull market, some of the risks carried by these bonds might have been overlooked, and they have hit investors very hard when they appeared...

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Risk-Off Mode for European Investors

European fund flows saw a massive slowdown in October 2014, after strong inflows into mutual funds for the first eight months of the year. This slowdown in October was driven by large net outflows (-€9.3 bn) from equity funds and from "other" funds (-€1.9 bn). But even with these outflows, the European mutual fund industry still posted overall net inflows of €0.4 bn...

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European Investors Became Risk Cautious in August

Overall fund flows in August slowed after strong inflows into mutual funds in July. Nevertheless, the European mutual fund industry enjoyed overall net inflows of €18.5 bn into long-term mutual funds for August. Once again, the majority of these flows were gathered by bond funds (+€11.5 bn), followed by mixed-asset products (+€7.5 bn). These two asset types outpaced all other types...

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European Investors Buy Risk in May to Enhance Returns

As the liquidity on the exchanges goes down over the summer, the security markets become more vulnerable to short-term losses and therefore less predictable. In this regard, a number of investors follow the rule “Sell in May and go away.” However, this year investors in Europe were net buyers of mutual funds for May. As a result the European mutual fund industry enjoyed overall net...

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Securities Lending: An Assessable Risk for Mutual Funds?

When the European Securities and Markets Authority (ESMA) started to review asset managers’ securities-lending practices after the financial crisis of 2008/2009, the majority of market participants and observers thought this activity was limited to exchange-traded funds (ETFs). But, when the ESMA guidelines were published in July 2012, it was quite clear these guidelines would...

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New Remuneration Rules Aimed at Preventing Managers of UCITS Funds From Taking Excessive Risks

Intended to protect smaller investors and restore consumer confidence after the financial crisis, the amended Directive 2009/65/EC on the coordination of laws, regulations and administrative provisions relating to undertakings for collective investment in transferable securities as regards depositary functions, remuneration policies and sanctions (also known as ‘UCITS V’), was yesterday...

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The ECB and the Risk of Deflation

Recent data are backing our macroeconomic scenario: The Chinese economic model is definitely not as bullet-proof as its large fan club wanted to believe; under the blanket of snow, the US economy is still recovering (though not roaring ahead); and the turnaround in Europe is gathering pace across the board (even in France). In fact, of all the regions in the world, Europe has been...

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US Government Shutdown Delays Potential Risk Rally

Politicians in the US have allowed large parts of the Federal Government to shut down because they cannot agree a budget for the fiscal year that started on 1st October. At first, equity markets seemed relaxed, benefitting perhaps from inflows normally seen on the first of each month/quarter. However, as last week wore on, without any progress on the budget, some caution...

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About Us

Shorex is a specialist media group for the wealth management industry and the high-end luxury market. Our purpose is to provide our partners, delegates and visitors with an effective networking platform where they can forge productive relationships and come away with strong ideas... read more

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Les clients vont-ils bientôt investir en ayant ...
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La mission du cycle de conférences organisé à ...