法国巴黎银行年度调查显示，越来越多的全球投资者计划在今年向聚焦中国的对冲基金增资，这与三年 前的争先撤资形成鲜明逆转。该行调查发现，2026年净增14%的投资者有意向中国基金注入更多资金， 其中约9%的投资者已在去年付诸行动。 调查表明，随着资金更广泛地从美国资产转移，今年投资者对全球第二大经济体的风险敞口需求，仅略 低于对北美的兴趣，而后者自2025年以来已显著下降。这进一步印证了自2023年以来的回暖趋势——当 时有42%的资金配置方从中国基金撤资。"中国的反转故事确实在去年开始上演，"该行驻伦敦的全球资 本引入业务主管马林.奈杜在接受采访时表示，"感觉在今年这一趋势将会更加明显。" 这项于去年12月进行的调查涵盖了246家资金配置方，他们或直接分配资金给对冲基金，或为有此需求 的客户提供咨询。这些机构管理的对冲基金资产总额达1.1万亿美元，占全球行业总规模逾五分之一。 过去几年，地缘政治风险上升、中国经济增速放缓以及对多个行业的监管整顿，令投资者望而却步。 MSCI中国指数目前仍较2021年2月中旬的高点下跌超过30%。 对中国基金重燃的兴趣，源于深度求索(DeepSeek)去年年初的人工智能突破引发广 ...

Investors interested in stocks from the Banks - Foreign sector have probably already heard of BNP Paribas SA (BNPQY) and Banco Itau (ITUB) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and ou ...

格隆汇1月23日｜一名工会消息人士称，法国巴黎银行（BNP Paribas）计划2027年底前在资产管理部门 裁减约1,200个职位，约占该部门员工总数的20%，这是法巴斥资51亿欧元收购安盛投资管理（AXA Investment Managers）后削减成本措施的一部分 。消息人士称，法巴周四稍早在一场劳资会议上宣布一 项自愿离职计划，裁员将从 2026 年中期开始分三波实施。消息人士称，法国部门约有 600 个职位将受 到影响，作为该计划的一部分，法国部门还将新增约 230 个职位。 ...

Group 1: Lam Research (LRCX) - Lam Research is a supplier of wafer fabrication equipment and services to the semiconductor industry, holding a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for Lam Research's current year earnings has increased by 0.6% over the last 60 days [1] - Lam Research's shares gained 57.7% over the last three months, significantly outperforming the S&P 500's gain of 1.4%, and it possesses a Momentum Score of A [2] Group 2: BNP Paribas (BNPQY) - BNP Paribas is a European leader in global banking and financial services, also holding a Zacks Rank 1 [2] - The Zacks Consensus Estimate for BNP Paribas' current year earnings has increased by 1.9% over the last 60 days [2] - BNP Paribas' shares gained 27.7% over the last three months, again outperforming the S&P 500's gain of 1.4%, and it possesses a Momentum Score of A [3] Group 3: L'Oreal (LRLCY) - L'Oreal focuses on cosmetics and has a Zacks Rank 1 [3] - The Zacks Consensus Estimate for L'Oreal's current year earnings has increased by 1.9% over the last 60 days [3] - L'Oreal's shares gained 4.5% over the last three months, which is above the S&P 500's gain of 1.4%, and it possesses a Momentum Score of B [4]

"黄金向来在不确定性中走强。"威尔逊于周一向彭博社表示，"去年全年我们都见证了这一点——金价 无疑在一整年里持续刷新高点，而眼下，各类不确定性因素仍在发挥作用。" 他指出，当前正有两大新的关键不确定性因素，推动金价不断刷新历史峰值：其一为特朗普针对格陵兰 岛推出的新关税政策，其二是市场对于美联储独立性以及利率路径的担忧情绪。 法国巴黎银行大宗商品策略主管戴维・威尔逊（David Wilson）表示，新的地缘政治不确定性正推动金 价以超出预期的速度向每盎司5000美元关口迈进，这或将迫使机构上调价格预测；不过随着实物市场流 通紊乱状况缓解，白银价格在触及每盎司100美元后，大概率会很快迎来抛售行情。 "我认为，目前能够支撑金价上涨的各类因素，都在同步发力，为这一贵金属提供支撑。"他说道，"我 们早在去年11月就预测，金价迟早会触及5000美元。彼时这一预测看起来颇为激进；但如今金价已经站 上4700美元，5000美元的目标已近在咫尺。" 尽管如此，威尔逊仍预计银价将很快触及每盎司100美元关口。"我认为这一目标大概率会加速兑 现。"他说道，"100美元或许会成为投机资金获利了结的关键价位，银价很可能会在触及这一 ...

Ernest HoffmanErnest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations. Ernest began working in market news in 2007, establishing the broadcast division of CEP News in Montreal, Canada, where he developed the fastest web-based audio news service in the world and produced economic news videos in partnership with MSN and the TMX. He has a Bachelor's degree Specialization in ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

Core Insights - Jain Global, a new multistrategy hedge fund, generated approximately $750 million in trading profits last year, but investors received only about 3.7% net gains after fees and expenses [2][3][5] - The fund's high operational costs, particularly in its launch year, significantly impacted performance, as it operated with a partially deployed capital base [3][5][11] - Jain Global's approach involved launching as a fully-fledged platform, which has created immediate pressure on performance due to high costs [5][9] Fund Performance and Structure - Jain Global started with about $2 billion deployed and ended with approximately $5 billion invested across 50 trading teams [6] - The fund's gross returns in the mid-teens were reduced to a net gain of about 3.7% for investors, highlighting the impact of fees and expenses [2][3] - Established multistrategy funds typically allow clients to retain about 40% of profits, contrasting with Jain Global's current performance [3] Market Context and Challenges - The hedge fund industry is experiencing a shift, with major players like Citadel and Millennium either halting new fundraising or returning capital, creating opportunities for new entrants like Jain Global [10] - The challenge for Jain Global lies in effectively deploying capital while managing high operational costs and navigating a cautious market environment [11] - Building teams has been hindered by longer non-compete agreements from competitors, adding to the difficulties faced by new hedge funds [11] Investor Sentiment and Support - Investors were aware of the high costs associated with Jain Global's launch and still chose to support the venture, contributing billions to make it one of the largest hedge fund launches in history [9] - There is a general industry understanding that building a successful hedge fund takes time and investment, with a willingness to support long-term growth strategies [6]

[15.01.2026] Not for distribution, directly or indirectly, in or into the United States or any jurisdiction in which such distribution would be unlawful. [TEREOS FINANCE GROUP I SA] Post-stabilisation Period Announcement NO STABILISATION CARRIED OUT [Further to the pre-stabilisation period announcement dated 14.01.2026 BNP Paribas (contact: Stanford Hartman telephone: 0207 595 8222) hereby gives notice that no stabilisation (within the meaning of Article 3.2(d) of the Market Abuse Regulation (EU/596/2014)) ...

After reaching an important support level, BNP Paribas SA (BNPQY) could be a good stock pick from a technical perspective. BNPQY recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average.There's a reason traders love a golden cross -- it's a technical chart pattern that can indicate a bullish breakout is on the horizon. This kind of crossover is formed when a stock's short-term moving average breaks above a longer-term moving ...