07 Nov 2019 by Tiago Fernandes
White Paper: The power of structured products correlation in a passive portfolio
When it comes to investing, most people who want to make money avoid taking too much risk. In response to this, economist Harry Markowitz developed the modern portfolio theory (MPT).
05 Nov 2019 by James Chu
Worst of strategies: the other side of the correlation coin
Many investment professionals are confused when they first encounter worst of (WO) structured product strategies.
23 Oct 2019 by Zak de Mariveles
Structured products can help in uncertain times
Ten years on since the financial crisis, the chairman of the UK Structured Products Association (UK SPA) Zak de Mariveles (pictured) looks at the lessons learned, how investor behaviour has changed, and how the structured products market in particular has evolved, and can offer compelling solutions in today's uncertain markets.
15 Oct 2019 by Talal Dehbi
Forget stock picking, or the factor investing hype, structured product selection is what you need
Many investors, including large asset managers and institutional ones spend a good deal of intellectual and research effort looking for great and mispriced stocks. While this investing style might have been successful in past decades, it has performed very poorly recently, and even fashionable spins of it, namely factor investing, are performing poorly and dangerously overcrowded.
11 Oct 2019 by Fredrik Bonthron
Structured products are better than their reputation suggests
Criticism surrounding structured products is often unfair and based on a few isolated cases, according to Fredrik Bonthron, the head of the Swedish Structured Products Association (SPIS).
18 Sep 2019 by Tim Mortimer
Credit-linked products retain 'sound rationale'
Credit-linked products continue to occupy an important niche in structured products markets and sales in 2019 year to date are on track to match last year’s 12 month total of around US$ 10.5bn globally.
22 Aug 2019 by Tiago Fernandes & Mladen Karov
The future is smart for FIAs
There is little doubt that fixed indexed annuities (FIAs) provide a risk-return function that investors want – they limit losses and have the ability to shape potential returns. But since interest rates have decreased, indexed annuities linked to risk control indices have become increasingly popular.
07 Aug 2019 by Tiago Fernandes
The new golden child of Chinese structured products
Structured deposits in China have always involved a delicate balancing act between offering low risk and beating deposit interest rates.
03 Jun 2019 by Tiago Fernandes & Nikolay Nikolov
Decrement Indices: does complexity pay out?
Ingenuity is probably one of the most distinctive qualities of the structured product industry.