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Date
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August 30, 2021
Asset Managers

Fund houses are still betting on value stocks

Where growth stocks won the "battle" of value stocks for many years, value stocks recovered well late last year. Although growth stocks have recently regained ground, several fund houses are still expecting a continuation of the rally by value stocks.  T. …
August 27, 2021
Asset Managers,Asset Allocation,Investing

Econopolis: Emerging markets stockpicking in can work well

“The relative performance of emerging markets versus developed markets is in cycles. At the moment we are in a downward cycle. Today almost everyone is negative, but certainly in China there are companies with huge cash flows that are very innovative and …
August 27, 2021
Asset Managers,Asset Allocation

Update: Shocking amount of ESG funds not sustainable

71 percent of ESG investment funds do not meet the global climate targets set out in the Paris Agreement. Moreover, many explicitly named “climate” funds still appear to invest in fossil fuels. Of the large providers, State Street, UBS and BlackRock in …
August 26, 2021
Asset Managers,Laws and Regulations

Stock market watchdog SEC investigates DWS over ESG claim

The U.S. Securities and Exchange Commission (SEC) is investigating DWS. The stock market watchdog is investigating an accusation that the German asset manager falsely made certain sustainability claims. This accusation comes from Desiree Fixler …
August 26, 2021
Asset Managers,Institutional,Laws and Regulations

NN IP purchase: Goldman Sachs strikes huge blow in Europe

Goldman Sachs has struck a tremendous blow with its takeover of NN Investment Partners, the asset management arm of Dutch insurer NN Group, which was announced a few days ago. At a stroke, it adds EUR300 billion of predominantly European assets under …
August 26, 2021
Asset Managers,Investing

All stock market roads lead to US

"The United States remains the place to be for investors, despite the significant outperformance in recent years. Nowhere are you better served as an equity investor. For emerging markets, caution is especially necessary after the recent debacles in …
August 25, 2021
Private Banks,Asset Servicing

Quintet’s Matti: UHNW clients demanding institutional-level services

Investment Officer Luxembourg recently had an opportunity to speak with Stephan Matti (pictured above), Group Head of Asset Servicing & Financial Intermediaries at Quintet Private Bank, about his role and the advantages of offering asset servicing and …
August 25, 2021
Asset Managers

Ortec Finance: decision-making level prevents hassle

As an investor or policy maker, you are constantly busy making decisions: which strategy do I follow, which risks do I want to accept or not, how do I position my portfolio, and so on. Since nobody can predict the future exactly, the circumstances under …
August 24, 2021
Opinion

Commentary: new oil crisis imminent

Ultimately, the price of oil is determined by supply and demand. What is special about the oil price is that, in theory, there are several equilibrium prices. This is because a large part of the supply is linked to a state budget. Where normally the …
August 23, 2021
Investing

Banks' real estate risks rising

“Risks in real estate markets were on the rise” in 2020 according to the recently-published annual report  by the CSSF financial regulator. A range of indicators point to the increased level of debt across the Luxembourg economy and with it, the risks to …