Disruption is wiping out entire sectors and companies. While winners are hard to predict, using megatrends such as digitalisation and ageing to identify the losers in advance is the best approach, says Henk Grootveld, head of trend investing at Lombard …

Assets invested in funds domiciled in Luxemburg have exceeded the €5 trillion mark for the first time. At the end of January, asset reached a record €5050 billion according to figures published by the CSSF. A net increase of assets invested in …

Emerging market debt is perfectly placed to benefit from the economic recovery that will follow the current lockdowns. Especially local high-yield bonds are in a sweet spot, says Capital Group’s Luis Freitas De Oliveira. 'It is hard not to agree with the …

Bonds are among the best performing asset classes of the past 40 years. But it’s not unlikely the next 40 years will show a radically different picture. 2021 and 2022 could even yield negative returns as above-average economic growth and rising inflation …

EU-UK relations regarding financial sector regulation are liable to be fraught and driven by political considerations over the medium term. A Luxembourg For Finance (LFF) seminar on 23 February explained why equivalence measures, and the planned MoU on …

More than a year after NN IP saw half of its emerging market debt (EMD) team leave due to a conflict around the firm’s ESG strategy, the team is back at full strength. ESG integration has been the main priority of NN IP’s new head of EMD Marcin Adamczyk. …

Shares of companies that are good for the world often manage to strengthen their competitive position at the expense of unsustainable companies. Their growth potential is often still underestimated by the market, according to Hendrik-Jan Boer, senior …

Dividends paid by European companies on an underlying basis have sunk by more than 28% in 2020 to €141 billion, according to the Janus Henderson Global Dividend Index. This is the lowest figure since 2009. European companies cancelled or reduced dividends …

There appears to be a fundamental difference of opinion between EU financial sector regulators and the Commission about the controversial Priips regulation’s key information document (KID). The former broadly would like to see the KID to be introduced by …

Capital Group, T.Rowe Price and iShares have been nominated as finalists for the Morningstar Awards for best asset manager across all asset classes in Luxembourg. The nomination for iShares is a first: never before a passive fund house received a …

‘These two megatrends are crucial for investors’

Lux fund assets hit €5 trillion

‘EMD to profit from economic recovery’

Bond return prospects bleaker than ever

EU-UK equivalence ‘only a temporary fix’ for fund industry

‘ESG exclusion policy difficult to implement at fund level’

‘Investors still underestimate sustainable companies’

European dividend pay-outs sink to lowest level since 2009

Commission and ESAs lock horns on Priips KID

US asset managers dominate Morningstar Awards shortlists