Metro Targeting: Paris

Within the first 5 business days of each month, the eight analysts in Ipreo’s Capital Market Services US team compile and analyze data from across the financial markets.

The following cities are included in this monthly rotation:

  • San Francisco
  • Paris
  • Chicago
  • Hong Kong
  • London
  • Boston
  • Toronto
  • Los Angeles
  • Singapore
  • Philadelphia
  • Tokyo
  • New York

Ipreo uses that data to produce our Asia Metro Targeting Reports, which offer insight into the metro’s activity, as compared to the Global average.

The data uses the most recent quarterly findings from both Ipreo’s Equity Deals Database and DAVOS for ownership information. Together, this data provides interesting insight into historical information, investor activity, sector allocation activity and the domicile allocations information.

This February, the focus is on Paris. Ipreo produces two reports on the area every month, one covering all of Asia except Japan, and one covering Japan’s activity individually. Below are excerpts and links to each Paris-based report.

February 2018 Asia Metro Targeting Focus – Paris

The Asia Metro Targeting Series provides insight into who has been buying and selling in Asia. This month’s report focuses on Paris-based investors: Parisian investors increased their holdings of Asian holdings by $986.1M, reversing course from the net outflows seen in the prior quarter with a 3.8% bump. Overall, investors in the region mostly increased their exposure to the majority of Asia domiciles, with China in the lead as it jumped 7.9%.

An overview of net activity by domicile:

 

A snapshot of the top investors, buyers and sellers:

Access the full report to view who is above and below historical average insights into domicile allocation.

February 2018 Japan Metro Targeting Focus – Paris

The Japan Metro Targeting Series provides insight into who has been buying and selling in Japan. This month’s report focuses on Paris-based investors: Paris-based investors decreased their total exposure to Japanese equities by approximately 13.5% or $2.8B in the fourth quarter, reversing course from the 10.4% increase seen in the third quarter.

An overview of net activity by sector:

A snapshot of the top investors, buyers and sellers:

Top Japan Investors

  • Lyxor Asset Management SAS
  • Amundi Asset Management S.A.
  • State Street Global Advisors France S.A.

Top Japan Buyers

  • AXA Investment Managers Paris S.A.
  • Natixis Asset Management
  • La Banque Postale Asset Management S.A.

Top Japan Sellers

  • Carmignac Gestion
  • Lyxor Asset Management SAS
  • State Street Global Advisors France S.A.



Access the full report to view who is above and below historical average insights into sector allocation.