Hilbertis

Is it time to reconsider traditional portfolio constructions in a higher inflation regime?

By Dorian Raimond, Head of Fixed Income Strategy and Trading, Hilbert Investment Solutions As we have entered a new regime of higher inflation and higher yields, decades-old templates of portfolio construction might be worth reconsidering. Bonds yields have become more attractive again, while the product seems to have lost some of its diversification appeal. Could …

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2024 Outlook In Doubt Following The End Of Year Rally

Dorian Raimond – Head Of Fixed Income Strategy And Trading Hilbert Investment Solutions What To Expect From The Rate Rally? Can we expect severe rates tightening without getting an economic slowdown, which would impact the stock market? Both seem at odds with each other; a real headache for investors in 2024. The trend set last year …

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Un investissement sur mesure pour 2024

Dorian Raimond – Directeur du trading et de la stratégie obligataire Hilbert Investment Solutions Contactez-nous pour discuter de vos thèmes et vos objectifs d’investissements, et nous vous accompagnerons dans la structuration d’un produit personnalisé.  Après les fortes performances des indices en 2023, et depuis 2020, les strikes pour de nouveaux autocall sur indices sont très haut. Se concentrer sur des paniers …

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SRP Paris 2023: Quantessence, Hilbert & BlackRock

In order to democratize simple and accessible savings formats for as many French people as possible, we are delighted to be able to actively participate in discussion forums such as the SRP 2023 conference. Thanks to Isaure Chabannes for her intervention during a panel on technology, alongside Peter de Clercq from Quantessence and Steve Lamarque from Hilbert Investment …

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Structured Products: Does the smart money choose indexes or baskets?

Many Structured Products are built around an Index that gives investors direct exposure to a country, region or sector. Products linked to a single mainstream index, such as the Eurostoxx 50, Nasdaq 100 or Eurostoxx Banks, are popular worldwide and usually at the allocation’s core. Other indices like Emerging markets or ESG can also help diversify …

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Decrement Indices: The solution to high-interest rates and hedging dividend risk within structured products

Historically, investment banks have purchased indices and stocks to hedge their long exposure when issuing structured products. However, in the past few years, decrement indices have also been rising in popularity within this sector. Alongside this, firms have recently been cutting or cancelling intended dividend payments to buffer against economic uncertainty during and after the COVID-19 …

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Firms set to put customer needs first thanks to new Consumer Duty regulation

Group Head of Compliance Asma Arif discusses the implications of new Consumer Duty rules The current state of affairs The challenging times of tight household finances brought on by the cost-of-living crisis significantly strain the UK economy and create uncertainty as a customer’s needs continuously change. The BoE has reported the current inflation rate at …

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3 Stock Defensive Autocall 13 announced as product within the series achieves best-performing in latest Lowes report

3 Stock Defensive Autocall Issue 3, a Hilbert Investment Solutions structured product, has ranked as the best-performing UK retail structured product plan of 2022 by annualised return in a recent report by Lowes Financial Management. The report ‘Structured Products Annual Performance Review 2023’ is a comprehensive review of structured products covering all UK intermediary distributed …

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Where to Invest as Volatility Continues? Consider Innovative Downside Protection Within an ETF Portfolio

Steve Lamarque introduces Managed Portfolio Services enhanced with individualised portfolio insurance. With analysts predicting another gloomy year of the markets moving sideways, the outlook for 2023 leaves much to be desired. Investors can no longer afford to skip high inflation and interest rate protection strategies if they are to prepare their finances for the expected …

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