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April 1, 2021

Brexit for funds: the rubber hits the road

Any faint optimism that a memorandum of understanding between financial services regulators might fill in gaps in the Brexit Trade and Cooperation Agreement were dashed this week when the text was leaked. In the fund sector, attention now turns to the …
March 31, 2021
Asset Managers,Investing

Nordea AM: Investor worries about rate rises are overstated

There’s no reason to worry about the recent rise in interest rates and the threat of inflation. The important thing is to select companies that somehow have, or will have, the wind in their sails. Banks, tech companies and companies that will benefit from …
March 30, 2021

Luxembourg expands cross-border fund lead

The number of cross-border funds registered globally recorded its slowest growth since 2009 last year. At the same time, however, Luxembourg strengthened its position as leading global fund hub according to the PwC Luxembourg Global Fund Distribution …
March 28, 2021
Asset Allocation

To bitcoin or not to bitcoin?

Elon Musk’s announcement by tweet that Tesla’s customers will soon be able pay for their car in bitcoin has triggered a discussion about the viability of the digital currency between investment banks and asset managers. Should bitcoin be included in …
March 26, 2021
Asset Managers,Asset Allocation

‘Asia: growth shifts from big tech to niche players'

Growth in the Asian stock market no longer comes from big tech companies. The best growth opportunities now lie in young, smaller technology companies and in the rapidly emerging healthcare sector, says Albert Kwok, manager of the PGIM Jennison Emerging …
March 25, 2021
Asset Servicing

Third-party ManCos evolve into ‘governance solution providers’

Luxembourg’s third-party management companies (ManCos) are increasingly positioning themselves as regulatory problem solvers for all types of asset manager. This appears to be a burgeoning niche for the Luxembourg fund and asset servicing industry. ‘I see …
March 23, 2021
Asset Allocation,Investing

No reason for yield-phobia

Investors have always worried about what rising bond yields mean for markets. But today, such fears appear unfounded, argues Daniele Antonucci, Chief Economist at Quintet Private Bank. Back in the 1990s, investors worried about a spike in bond yields if …
March 23, 2021
Asset Managers

Naïm Abou-Jaoudé : "L'ISR se développe désormais plus vite en Belgique qu'aux Pays-Bas"

Le marché belge des produits durables connaît actuellement une croissance plus rapide que le marché néerlandais, qui est déjà plus établi. La gestion thématique est une branche en forte croissance dans tous les domaines, et le Luxembourg peut profiter du …
March 20, 2021
Asset Managers

Former BlackRock CIO denounces Wall Street "greenwashing"

Wall Street is greenwashing finance. It has turned sustainable investment into little more than a PR stunt, and this undermines the fight against the global climate problem, according to Tariq Fancy, a former BlackRock chief investment officer. Fancy, who …
March 19, 2021
Asset Managers,Asset Allocation

‘We create most alpha by re-investing in the existing portfolio’

Small caps have shown stellar performance this year, helped by an improved economic outlook. Valuations have risen, so are there still opportunities for investors? We asked Jan Willem Berghuis, head of small caps at Kempen Capital Management. In recent …