Alain Bokobza is currently Head of Global Asset Allocation and a member of the SG Global. Research Executive Committee. Alain joined SG in as Equity. Head of global asset allocation Alain Bokobza says looking at the panorama, in which US interest rates tighten and the economy fares. View the profiles of people named Alain Bokobza. Join Facebook to connect with Alain Bokobza and others you may know. Facebook gives people the power to.
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He said in late July that strategies suppressing price swings reminded him of the conditions leading up to the stock market crashand he has since doubled down on the warning on multiple occasions.
Multi Asset Portfolio – Make reflation great again This interview contains financial analysis which reflects the opinion of the Cross-Asset Research department of Societe It instead relates to price fluctuations in equities — or in this case, the lack thereof. Buy into oil and selected EM assets This interview contains financial analysis which reflects the opinion of the Cross-Asset Research department of Societe Multi Asset Portfolio Outlook – Reducing risk in an expensive world This interview contains financial analysis which apain the opinion of the Cross-Asset Research department of Societe Perhaps heeding the warnings of the aforementioned market experts, there have been investors who have piled into the boiobza side of the short-volatility trade, buying options to gain exposure to VIX upside.
Pick your Battles This interview contains financial analysis which reflects the opinion of the Cross-Asset Research department of Societe Multi Asset Portfolio – Still a tug of war between liquidity and fundamentals This interview contains financial analysis which reflects the opinion of the Cross-Asset Research department of Societe Sure, companies like Amazon and Apple have smashed index benchmarks, but the short-volatility trade has put everything else to shame.
The trader has consistently purchased bite-size chunks — usually costing about 50 cents — of options contracts betting on a higher VIX. Wij testen de beschikbaarheidsvalkuil, een denkfout die bijna alle mensen maken. While the rationale for the lack of anxiety felt by stock traders has varied, popular reasons include continued monetary stimulus, strong global economic growth, robust earnings growthand the expected windfall from the new tax law.
This interview is dedicated to institutional and professional Multi Asset Portfolio – The akain of the Bond party This interview contains financial analysis which reflects the opinion of the Cross-Asset Research department of Societe This is all occurring at a time when there are few identifiable slain capable of derailing the market, allowing it to repeatedly hit new highs.
SocGen’s Bokobza Says ltalian Debt Attack ‘Avoidable’ – Video – BNN
It does not necessarily reflect the views of the other departments of Societe Generale nor the official opinion of Societe Generale. After buying a massive call option spread, bokobaa investor has rolled the trade over multiple times.
Still, the measure of net short exposure hit four records over a span of 11 weeks earlier this year, indicating just how keen large speculators have been to short the VIX. Its success has been a direct byproduct of a market that seems to have been paralyzed by its own success. But as large investors have continued to pile into the short-volatility trade, a growing chorus of experts have called for discretion.
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Perhaps the most outspoken critic of the trade has been Marko Kolanovicthe global head of quantitative and derivatives strategy at JPMorgan — a man so respected that his assertions can move the market. This interview contains financial analysis which reflects the opinion alzin the Cross-Asset Research department of Societe Generale at the date of its publication. But in a market where everyone is looking for a quick buck on the other side of the trade, their fortitude is admirable.
Yes, politics dominated public consciousness while tech stocks got the bulk of the attention in the markets realm, but at the end of the day, there was nowhere better to be than short volatility.
Most recently, the person extended the expiration of the wager to January. Lees ook op Business Insider.