The dividend yield is often the first thing a manager of a dividend fund looks at when analysing a stock. But not Ludwig Palm, manager of Flossbach von Storch – Dividend fund. His main focus is whether a company is able to increase its dividend in the …

Labeling existing investment funds as 'sustainable' or 'ESG' rather than launching a new fund is increasingly popular among asset managers. In the third quarter of 2020 alone, Morningstar counted 32 such rebrands. No less than a third of all the …

Assets under management of Luxembourg-domiciled private debt funds have risen by 36% to €108 billion in 2020, according to the KPMG/ALFI Private Debt Fund Survey 2020. Investment Officer discussed the dynamics behind the popularity of the asset class with …

Despite there being a deal now, Brexit will never be done. Even if the end of the transition period can be navigated with minimal disruption, the lack of an institutional underpinning to the UK-EU relationship points towards decades of negotiation over …

Low interest rates, moderate inflation and a strong recovery in corporate profits. For the time being, the environment for equities remains extremely favourable, according to James Ashley, Head of International Market Strategy at Goldman Sachs Asset …

Investors should focus on cyclical equities, which benefit from a strong economic recovery. At the same time, they should use options and own some gold and Treasuries to protect their portfolio, according to Andrew Harmstone, head of Global Balanced Risk …

The London-based foreign exchange specialist Monex has opened an office in Luxembourg to serve its EU-based clients after the Brexit transition period ends on 31 December. The presence in Luxembourg will enable Monex to continue to provide foreign …

LFP 1 SICAV has filed a civil claim against the CSSF for gross negligence. The directors of the fund claim the regulator turned a blind eye to blatant fraud with the fund between 2014 and 2019, and can therefore be held responsible for the losses in the …

The impending economic recovery may well mean the big tech stocks will cede their market leadership for the time being. But the FAMAG stocks remain attractive on a long-term basis, says Julian Cook, portfolio specialist for US equities at T. Rowe Price. …

An energy revolution thanks to an algorithm and a basic income that is finally on its way? After a year like 2020, things couldn't get much crazier, but Saxo Bank is playing to this with its 10 “outrageous predictions” for 2021. The bank and its …

‘A high dividend alone is worth nothing’

ESG rebranding – the fund trend of 2020

Luxembourg the new hub for private debt funds

Welcome to long Brexit

‘Equity bull market will continue in 2021’

‘Still a place for Treasuries in reflationary environment’

FX specialist Monex opens Luxembourg office

Investment fund sues CSSF for €99 million

‘FAMAGs can navigate change in macro environment’

Saxo Bank’s 10 outrageous predictions for 2021