State Street’s Global Investor Confidence Index increased to 94.3 points in June, more than 20 points higher than the low it reached at the height of the coronavirus crisis in April. European investors are most upbeat. The confidence of European investors …

With the SRI Equity Circular Economy Fund, the Belgian asset manager Candriam has launched another impact investment fund. The launch comes exactly one year after the start of its Climate Action Fund. The fund will focus on two types of companies, fund …

While everyone is watching the main US stock indices break records day after day thanks to FAMANG stocks, the gold price also keeps creeping higher towards $1800 per ounce. Many investors remain sceptical, as they struggle to value gold. But there’s a lot …

Skagen Global remains an outlier among global equity funds. The fund shuns most big American technology stocks. ‘The valuations are still unjustifiable for us,' says manager Knut Gezelius who, despite this underweight to big tech, still managed to beat …

Annual general meetings moving online is an example of how the coronavirus could change the way businesses function. The Institut Luxembourgeois des Administrateurs (ILA), the country’s director’s association, saw a 20% increase in participation after …

Due to a sustained period of underperformance, investors are increasingly questioning the validity of factor investing. Georg Elsaesser, Portfolio Manager Quantitative Investment at Invesco, has a simple explanation for the underperformance, and is not …

Vanguard and UBS have launched ESG funds, taking advantage of the increased popularity of sustainable investing in the wake of the coronavirus pandemic. Orchard Capital Management, by contrast, sees the deep unpopularity of value stocks as the perfect …

Despite the profound economic shock that continues to play out, investors in private assets appear to be quietly confident that this is a major but temporary setback. Two players in Luxembourg's financial sector share this cautious optimism as they see …

The performance gap between East Asia and other emerging markets has never been greater than in the first five months of 2020. At first sight, the cause looks obvious: coronavirus. But in the background there is a different dynamic at play. Ironically, …

ESG is becoming mainstream at an incredible pace. This is witnessed by the 166% growth in awarded ESG-labels for investment products by not-for-profit organisation LuxFlag over the past twelve months, says its general manager Sachin Vankalas in an …

Investor confidence recovers swiftly

Candriam launches Circular Economy Fund

Will gold keep going higher?

Outperformance despite tech underweight

‘Virus to drive AGM reform’

Why factor investing keeps disappointing

ESG and value funds launched in wake of pandemic

Is private asset optimism justified?

Coronavirus leads to EM of two paces

166% growth for LuxFlag’s ESG fund labels