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Date
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August 12, 2021
Opinion

Han Dieperink: more inflation thanks to IPCC report

The IPCC report is widely seen as disturbing and alarming. The urgency is clear. The most important consequence for investors is that it will lead to more inflation. After all, the report's obvious aim is that more must be done to combat global warming. …
August 11, 2021
Opinion

Han Dieperink: the investor and the government

The moment the government starts determining what you are allowed to earn as an investor, it is usually wise to be gone. In Europe, there is more regulation than in the United States. In some cases, such as in the financial sector, there has been de facto …
August 11, 2021
Asset Managers,Investing

AXA sees no problem with low interest rates

The bond market is in the doldrums. The value of the world’s negative yielding debt has risen to more than USD 16,000 billion, the highest level in six months. Yet not every bond investor is worried about negative yields. Last week, the Japanese ten-year …
August 10, 2021
Asset Managers,Asset Allocation

Lazard AM: create your own asset classes today

Jai Jacob, managing director and fund manager in Lazard Asset Management's multi-asset investment team, creates his own asset classes because traditional subdivisions no longer suffice. Most recently, he created sustainable agriculture. He also takes a …
August 9, 2021
Asset Managers

Sport and Investments: former rower Emiel van den Heiligenberg (LGIM)

In 1993 he made a serious plan to participate in the Olympic Games of '96. Emiel van den Heiligenberg (pictured above raising his hands) trained 14 times a week, hours a day. Until, among other things, a hernia threw a spanner in the works. The …
August 6, 2021
Asset Managers

Fund distribution reform beds in

Although Luxembourg decided not to “gold plate” the EU Cross-Border Distribution Directive for funds, other member states have moved to add their own local requirements when transposing the legislation. What should asset managers be looking for as these …
August 6, 2021
Asset Managers,Investing

Chinese stock market crash often exaggerated

The Chinese stock markets have been on fire for a few weeks now. The large price losses have also surprised local fund managers, and investors are wondering whether they can still invest in the country with peace of mind. Fund manager David Raper …
August 5, 2021
Opinion

Opinion: Regulating big tech

Jay Powell was appointed by Trump. Trump denied Janet Yellen, the previous chair of the Federal Reserve, another term in 2018. Trump preferred to have his own pawn. He did not succeed. Powell and thus the Federal Reserve remained independent. Next year …
August 4, 2021
Asset Managers

Pictet AM: A return to equity neutrality

“There is a lot of uncertainty around inflation and monetary policy in the United States. This clouds the outlook for equity markets. In the long term, Asian equities offer the best investment opportunity.” This is what Frédéric Rollin, an asset …
August 4, 2021
Asset Managers,Investing

PGIM doubles AuM in Europe in 18 months

PGIM Investments has seen the assets under management in its UCITS fund range in Europe double from 4.8 to 9.6 billion US dollars in the past 1.5 years. This increase is mainly due to new inflow and to the fact that the American asset manager, as an …