歐洲的儲蓄・投資市場的展望 是由出版商Business Insights在2011年03月所出版的。
這份英文市場調查報告書包含Pages: 105 價格從美金1910起跳。
本報告，調查歐洲儲蓄・投資商品的零售市場，特別是聚焦於主要國家的動向、特定領域的商品（包裹帳戶、另類投資、保本型商品等）並分析，由下列摘要形式闡述。
作者資訊
報告摘要
簡介
歐洲的宏觀經濟
- 摘要
- 主要指標
- 實質GDP
- 股市指數
- 住宅價格
- 家計儲蓄
- 失業
- 利率
歐洲市場的概觀
- 摘要
- 簡介
- 國家別的比較
- 法國
- 德國
- 義大利
- 西班牙
- 英國
- 商品分析
- 歐洲的儲蓄・投資零售市場：產品別
- 儲蓄
- 投資信託
- 證劵直接投資
- 債劵直接投資
包裹帳戶
包裹帳戶的其他商品
另類投資與避險基金
- 摘要
- 簡介
- 另類投資
- 避險基金
- 其他的另類投資商品
保本型商品
結論
附錄
圖表一覽
Abstract
Introduction
The stock market decline has had a major impact on the savings and investments
culture across Europe - leading to falls in direct investment in equity and
mutual funds, rise in deposits, and emergence of guaranteed products. This
report details the market from the perspective of Investors, FS Institutions
and Consumers. It provides in-depth insight into the key market issues and
opportunities.
Features and benefits
- Anticipate customer reaction to new products in each of the major European
markets.
- Identify new products to exploit, such Wrap accounts or Hedge Funds.
- Understand the affect of historical and cultural differences on product
choice.
- Forecast the major areas for product growth in the context of regulatory
and legal constraints.
Highlights
The Spanish retail savings and investments market is the smallest among the
five countries analyzed with € 708,877 million in 2002, however it
experienced the highest compound annual growth of 5.3% between 1998 and 2002.
Mutual funds lost their market share in the Spanish savings and investments
market by 8.9% between 1998 and 2002.
€ 146bn was invested in 2,321 capital protected funds across Europe as of
March 2003. France and Spain hold the majority of funds as the two leading
fund markets for capital protected funds. The largest market for capital
protected funds in Europe is France with € 48.7bn invested in these funds
as of March 2003.
It is strongly believed that those wealth managers who do not acknowledge the
trend towards these investments and incorporate them into their product
ranges, will lack a competitive edge in the future European wealth management
market. The German and UK capital protected funds markets will grow at fairly
rapid rates from their current low base.
Your key questions answered
- Are consumers choosing risk free deposits in preference to other products?
How will changes in European interest rates affect this?
- Why has the growth in Mutual Funds slowed? Has the stock market been to
blame, if so, will the markets recover? What investments are replacing them?
- Alternative Investments, which type do Wealth Managers favour, and why?
Can they help you repair damaged portfolios?
- Wrap accounts have been popular in the US and Australia. Will they offer a
new source of revenue in Europe, or will regulatory issues stop this?
- Under current market conditions Capital Protected Products are thought to
offer real growth potential. Why?
Table of Contents
About the author
- Barbara Kubis-Labiak
- Disclaimer
EXECUTIVE SUMMARY
- European macroeconomics
- European market overview
- Wrap accounts
- Alternative Investments and Hedge funds
- Capital protected products
- Conclusions
Introduction
- Report structure
- European macroeconomics
- European savings and investments market
- Wrap accounts
- Alternative investments and hedge funds
- Capital protected funds
European Macroeconomics
- Key indicators
- Real GDP
- Stock market indices
- House prices
- Household savings
- Unemployment
- Interest rates
European Market Overview
- Comparison by country
- European retail savings and investments market share by country
- France
- (Untitled sub-section)
- Deposits
- Mutual funds
- Italy
- (Untitled sub-section)
- Deposits
- Spain
- (Untitled sub-section)
- Deposits
- Mutual funds
- UK
- (Untitled sub-section)
- Deposits
- Mutual funds
- Product analysis
- European retail and savings investments market, by product
- Deposits
- Mutual funds
- Direct investment in equity
- Direct investment in bonds
Wrap Accounts
- Summary
- Introduction
- Wrap account
Other products under wraps
- The European Market
- (Untitled sub-section)
- Products and tax
Alternative Investments and Hedge Funds
- Alternative investments
- Characteristic features of alternative investments
- Hedge funds
- Advantages and disadvantages of hedge funds
- European analysis
- Key regulatory issues
- Other alternative investment products
Capital Protected Products
- Current issues
- Timing issue and market conditions
Conclusions
- Wrap accounts
- Hedge funds
- Capital protected products
Appendix
- Definitions and abbreviations
- Currency and data abbreviations
- Index
TABLES
- Table: Overview of the key macroeconomic indicators, August 2003
- Table: Historic real GDP growth (% per annum) in the ‘big five, 1996
- 2002
- Table: Indexed growth in stock market indices, base 1995=100, 1996 - 2003
- Table: Retail house-price growth, indexed 1990=100, 1998 - 2002
- Table: Household savings rates, percent of disposable household income,
1998 - 2003
- Table: Unemployment rates, percent of civilian labor force, 1996 - 2003
- Table: Short-term interest rates, percent per annum, 1998 - 2003
- Table: Long-term interest rates, percent per annum, 1998 - 2003
- Table: European retail savings and investments market, segmented by
country, 2002
- Table: European retail savings and investments market, segmented by
country, 1998 - 2002
- Table: European retail savings and investments market share by country,
1998 - 2002
- Table: French retail savings and investments market, 1998 - 2002
- Table: German retail savings and investments market, 1998 - 2002
- Table: Italian retail savings and investments market, 1998 - 2002
- Table: Spanish retail savings and investments market, 1998 - 2002
- Table: The UK retail savings and investments market, 1998 - 2002
- Table: European retail savings and investments market, segmented by
product, 1998 - 2002
- Table: European retail savings and investments market shares, segmented by
product, 1998 - 2002
- Table: European retail deposits, segmented by country, 1998 - 2002
- Table: European retail mutual funds, segmented by country, 1998 - 2002
- Table: European retail direct investment in equity, segmented by country,
1998 - 2002
- Table: European retail direct investment in bonds, segmented by country,
1998 - 2002
- Table: Currency and data abbreviations
FIGURES
- Figure: GDP per capita across the ‘big five' in Europe, 2002
- Figure: European retail savings and investments market share, 2002
- Figure: French savings and investments market by product, 2002
- Figure: GDP per capita across the ‘big five' in Europe, 2002
- Figure: European retail savings and investments market by country, 1998 -
2002
- Figure: European retail savings and investments market share, 2002
- Figure: French savings and investments market by product, 2002
- Figure: German savings and investments market by product, 2002
- Figure: Italian savings and investments market by product, 2002
- Figure: Spanish savings and investments market by product, 2002
- Figure: The UK savings and investments market by product, 2002
- Figure: European savings and investments market by product, 2002
- Figure: European retail deposits, 1998 - 2002
- Figure: European retail deposits by country, 2002
- Figure: European retail mutual funds, 1998 - 2002
- Figure: European retail mutual funds by country, 2002
- Figure: European retail direct investment in equity, 1998 - 2002
- Figure: European retail direct investment in bonds, 1998 - 2002
- Figure: Distribution of life and pensions products in Europe, 2002
- Figure: Alternative investments offer wealth managers the ability to...
- Figure: Number of capital protected funds by country, March 2003
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