2899 results for ""
Date
|
October 6, 2021
Asset Allocation

Hedge funds offer escape route from low-yield markets

The search for yield is causing a rotation among institutional investors from classical investments to better yielding alternatives, such as hedge funds. Insurers such as AXA expect hundreds of billions in ultra low or negative yielding government bonds …
October 5, 2021

Beware: new generation checks your company's values

"The new investing generations find it more important than ever that an asset manager embraces diversity. Those who fail to attract diverse people with different opinions will end up seeing assets drain away," Marie Dzanis of Northern Trust said this in …
October 4, 2021
Asset Allocation

LFDE: Space is the next big thing

Rolando Grandi, a fund manager with La Financière de l’Echiquier has highlighted the huge opportunities linked to the development of the space sector, with many companies expected to go public in the coming years.  Thematic funds are in vogue, and …
October 1, 2021
Asset Managers,Investing

ALFI: Sustainable funds growing strongly

Sustainable funds have grown significantly in the past few years, according to a new study. Sustainable funds’ net assets have increased by as much as 450% since 2018, rising sharply as a share of total fund assets. Net new money invested in such funds …
October 1, 2021
Investing

Decisive Chinese equity policy trends

With the Chinese government cracking down, foreign investors are reassessing their exposure to China. It is a balancing act between capitalising on the lucrative opportunities the country offers and protecting portfolios against the apparent arbitrariness …
September 30, 2021
Asset Managers

ALFI: How debt funds are growing

The private debt funds market is growing quickly in Europe and there’s more to add, commented a panel at last week’s ALFI Global Distribution Conference. The panellists discussed the attractiveness of this sector in general, particularly to the insurance …
September 30, 2021
Asset Allocation

ESG ETFs focus on market cap, not climate score

Research by French think-tank Edhec shows that ETFs that are so-called “Paris aligned” take the climate score into account for no more than 12% of the factors underlying stock selection. Climate scores, at best, play second fiddle. “We see that although …
September 29, 2021
Asset Allocation,Investing

A value-growth barbell strategy

The 10-year and 30-year US yields are pushing towards the top of their trend channels. These interest rates are all-important for the further evolution of long-duration assets. 2 per cent on the 10-year segment seems to be a breaking point. A barbell …
September 29, 2021
Asset Allocation

Listed infrastructure as inflation hedge

With listed infrastructure companies passing inflation directly on to their customers, investors can use them as a hedge against rising inflation, according Thomas van der Meij of Van Lanschot Kempen, a Dutch wealth management firm active in the Benelux …
September 28, 2021
Opinion

Economic analysis: the start of the tightening cycle

The Federal Reserve, the Bank of England and the ECB have all started to tighten. The Fed thinks that by the middle of next year it will have ended its 120 billion a month buying programme. At this rate, tapering will be faster than last time. To avoid …