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Date
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December 5, 2023
News,Investing

Reality often outpaced fantasy in Saxo’s outlook calls

Saxo Bank's annual Outrageous Predictions, a brainchild of Steen Jakobsen, CIO at Saxo, have become a global phenomenon, intended to provoke thought and reassess investment strategies. Saxo Bank's Outrageous Predictions, including scenarios like the …
December 5, 2023
Asset Managers

Target-date ETFs break new ground in retirement plans

After a previous setback, BlackRock is launching new target-date ETFs, aiming at the vast market of Americans without pension plans, a move seen as promising for the self-employed. BlackRock is reviving its target-date fund ETF series with a fresh …
December 4, 2023
Sector,Supervision,Laws and Regulations,Technology

Fund sector battles rising compliance pressures

Investment firms are struggling with Anti-Money Laundering and Know-Your-Customer requirements, with one fund manager saying his AML/KYC team can’t grow fast enough. The push towards retailisation of private markets is only going to increase the stress. …
December 1, 2023
News,Wealth Managers

Barrels of profit: Scotch firm courts wealthy investors

Whisky asset manager Scotch Whisky Investments until recently focused mainly on private investors. That market continues as usual, but bringing in former ABN Amro director Eran Habets as CEO means more focus on selling to independent asset managers and …
December 1, 2023
Asset Managers

More Reifs prefer Raifs for Luxembourg real estate funds

Raifs - Reserved Alternative Investment Funds - are becoming an increasingly popular way to structure Reifs - Real Estate Investment Funds - with Raifs constituting 31 percent of the funds recently surveyed. The growth comes at the expense of SIFs - …
December 1, 2023
Sector,Laws and Regulations

‘Pensions suffer from high costs, lack of transparency’

European pension savers are facing significant hurdles due to high fee levels and a lack of transparency in pension savings markets. A European pensions watchdog's new report also highlights difficulties in accessing essential data on costs and …
December 1, 2023

Active vs passive: a closer look at global dividend funds

Active funds collectively underperform compared to their passive counterparts, primarily due to their struggle to remain competitive over time. However, exceptions exist, such as global dividend funds, which consistently outperform in this challenging …
November 30, 2023
Wealth Managers,Asset Servicing

There is no way around Luxembourg

German investors have been internationalising their property portfolios for years. At the same time, foreign investors are increasingly drawn to the German real estate market. Though the momentum has fluctuated, the overall trend persists. As one of the …
November 30, 2023
Transfers

Transfer Thursday: Aviva, DWS, EY, Alfi, JAB, MMC

This week’s overview of transfers, appointments, promotions and other people news includes updates from Aviva Investors, EY, DWS and Alfi. Marc Giorgetti  Marc Giorgetti (photo) has won the EY Entrepreneur of the Year competition and will represent …
November 30, 2023
Investing

Will the Magnificent 7 remain a driving force in S&P 500?

Forecasting the S&P 500's trajectory, most major banks in the US, including their asset managers, predict a marginally positive year for the index in 2024. However, views diverge significantly on the fate of the 'Magnificent Seven' tech giants. Goldman …