UBS Has Buy Rating on Natixis Despite H2O Fund Exodus

UBS Has Buy Rating on Natixis Despite H2O Fund Exodus

Assessment

Interactive Video

Business

University

Hard

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The video discusses the market situation with a focus on Natixis and H2O. Lorraine Juarez from UBS provides insights into Natixis's valuation, suggesting that the current market scenario is overly pessimistic. The discussion covers H2O's strategies to manage outflows, including removing entry fees and adjusting private bond portfolios. Concerns about liquidity mismatches in investment funds are addressed, highlighting existing regulations and potential future actions by regulators.

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5 questions

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1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is Lorraine Juarez's perspective on the probability of an extreme scenario affecting Natixis?

High probability

Moderate probability

No probability

Low probability

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which action did H2O take to facilitate inflows?

Increased entry fees

Removed entry fees

Introduced new bonds

Closed the fund temporarily

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is one of the strategies H2O used to manage its private bond portfolio?

Increased the number of private bonds

Sold all private bonds

Marked down to transactional value

Transferred bonds to another fund

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is a concern related to liquidity in investment funds as discussed in the video?

Mismatch between asset liquidity and investor expectations

Funds are not regulated

Investors can always withdraw money instantly

Assets are always liquid

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is the regulatory limit for illiquid assets in a fund's portfolio?

5%

10%

15%

20%