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Asset Allocation
August 31, 2023
Everything falls into place for boisterous India
Superlatives are raining down on India, which seems to have passed China as the promised country for…
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Opinion
August 30, 2023
Directors’ Office enhances professionalism
In recent years, the regulatory framework for the duties and responsibilities of the board of…
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Asset Managers
August 29, 2023
Ethenea founder says Europe mishandling green transition
Luca Pesarini, founder and senior portfolio manager of Ethenea Independent Investors, does not mince…
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Asset Managers
August 29, 2023
Lombard Odier sees AUM rise 4% in H1
Switzerland-based investment house Lombard Odier has reported a 4% increase in assets under…
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Asset Managers
August 29, 2023
Asset owners write new mandates for equities
Asset owners are going back to basics en masse. Institutional investors are writing large new…
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Opinion
August 28, 2023
Chart of the week: Is the ECB finally ready?
At the time of writing, markets are still pricing in just under a 60 per cent chance that the ECB…
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Asset Managers
August 28, 2023
“Staying invested is the message”
“Shares are no longer dirt cheap, but there are still opportunities. We focus mainly on long-term…
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Asset Managers
August 28, 2023
Blessed Dutch fund beats "virtually all indices"
Ansgar John Brenninkmeijer, the fifth-generation descendant of the Dutch C&A family, read a popular…
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Asset Allocation
August 24, 2023
Time to be cautious when pearl diving among junk
High yield bonds are positioning themselves cautiously in the spotlight as recession fears recede…
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Asset Managers
August 23, 2023
SFDR Article 8: The bar is not high
SFDR Article 8 has become a ragbag of investments that can be both green and grey, several experts…
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Morningstar: Comgest vs Carmignac on culture, stability and long-term strength
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One investor at a time, Luxembourg steps into the PE fundraising spotlight
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