2819 results for ""
Date
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April 23, 2025
Asset Allocation

Loomis Sayles’ Lynda Schweitzer still backs duration

Even after a turbulent few weeks in bond markets, Lynda Schweitzer remains committed to a duration-based strategy in fixed income. Speaking to Investment Officer in a follow-up interview a month after a Natixis Investment Managers media event in Paris, …
April 23, 2025
Opinion

The first 100 days

As we approach the milestone of President Donald Trump’s first one hundred days back in the White House, it is time to assess the impact his administration has had on both policy and markets. His January promise to deliver “the most extraordinary first …
April 22, 2025
Investing

Investors are gaining a digital teammate with AI

Institutional investors remain cautious about integrating AI technology into the workplace. They're exploring the possibilities step by step, looking to add a digital “sparring partner” to their investment teams. Every technological revolution comes with …
April 22, 2025
Expert Panel

Morningstar: Neuberger Berman vs Pimco in emerging market debt

Emerging markets struggled in the first quarter, but Neuberger Berman and Pimco’s global emerging market bond strategies still shine. One with conviction, and the other with diversification. In the first quarter of 2025, unfavorable tariffs toward …
April 22, 2025
Opinion

Chart of the week: roulette policy

Whether you walk away believing that President Trump will make the world “fairer,” dream of Trumpian tax cuts and deregulation, or recoil at his trade wars and extreme unpredictability, the harsh reality is that all of it inevitably comes with more …
April 18, 2025
News

Trump wants Powell out. The supreme court might offer a way

President Donald Trump believes Jerome Powell is standing in his way. He has repeatedly threatened to fire him, but there is no clear legal path to make that happen. Last week, however, the Supreme Court left the door slightly ajar. Trump on Thursday …
April 17, 2025
Asset Allocation,Technology

AI brings new clarity to bond market liquidity forecasting

Artificial intelligence is fast becoming a game-changer in fixed-income investing, offering powerful new tools to understand and forecast bond market liquidity, an essential metric for active bond managers and institutional investors. Traditionally, bond …
April 17, 2025
Transfers

Transfers: Atenor, M&G, Ares, Mandatum, Lombard Odier, AXA

This week’s overview of people transfers and appointments in and around Luxembourg includes updates from Atenor, M&G, Lombard Odier, Mandatum, Ares Management, and AXA Investment Managers. Atenor appoints Denys as BeLux country director Atenor has named …
April 17, 2025
Opinion

What AI can (and can’t) do in investment practice

In a world where artificial intelligence (AI) is increasingly permeating the financial sector, institutional investors are understandably asking the question: how much does ChatGPT really know about finance? The answer is more nuanced than many might …
April 16, 2025
Fund Interview

Former Kempen team finds adventure at Lightrock

A year after the launch of Lightrock’s first public fund, fund managers Chris Kaashoek and Maarten Vankan say that in 2023, the adventure led them to the British private equity investor. “We were given a unique opportunity to build an asset manager from …