2820 results for ""
Date
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March 13, 2024

Fund investing in Europe getting cheaper, but gap with US remains 

Investors in European Ucits funds have seen a notable decrease in fees over the past few years. A study by Efama, the European fund industry's umbrella organisation, suggests that these funds are now more cost-effective than many US mutual funds. …
March 13, 2024
Sector,Investing

KKR claims bigger returns than Berkshire Hathaway

In an industry where performance is king, KKR has thrown down the gauntlet, claiming a victory in the long game of investment over the iconic Berkshire Hathaway fund. This bold assertion by the 553 billion dollar private equity behemoth not only …
March 12, 2024
Asset Managers,Private Banks,Wealth Managers

BLI: Small, mid-cap investments create most shareholder value

With so much media and public attention focussed on large-cap companies like any of the Magnificent Seven, it’s interesting to hear the case for investing in small and mid-cap companies. Those are market valuations, respectively, under 2 billion and …
March 12, 2024

Eltif 2.0: Ireland ready to challenge Luxembourg

Ireland on Monday took a step towards challenging Luxembourg's dominance as hub for European Long-Term Investment Funds, known as Eltifs. Ireland will have three distinct categories of these funds, distinguishing professional investor Eltifs, qualified …
March 11, 2024

Eltif 2.0: EC wants to abandon mandatory redemption period

The European Commission wants to abandon plans for a mandatory, 12-month redemption notice period for the second generation of European Long-Term Investment Funds, Eltifs. This notice period was proposed before Christmas by the European Securities and …
March 11, 2024
Asset Managers,Asset Allocation

Nvidia, world’s ‘most important stock’, keeps investors on edge

As Nvidia's market value surpasses two trillion dollars, investment analysts praise the company’s vision and operational prowess. Despite Baillie Gifford's reduced holdings due to stock surge constraints, director Stewart Hogg acknowledges Nvidia's vast …
March 11, 2024
Opinion

Deglobalisation is a fact

In the ever-escalating tech tug-of-war between China and the United States, the dragon nation is unleashing a full-scale mobilization to propel its technological prowess forward. The gloves are off as the U.S. and its partners continue to throw up …
March 8, 2024
Sector

Key role for investment culture at ‘new’ Morningstar Awards

The anticipation for future outperformance plays an increasingly pivotal role in Morningstar's methodology for bestowing its annual awards upon investment funds.  The next two weeks will see Morningstar present its awards for Investing Excellence ceremony …
March 7, 2024
Sector,Laws and Regulations

The fund valuation paradigm is shifting, pushed by regulation

Amidst heightened regulatory scrutiny, Luxembourg's private investment fund landscape experiences a transformative shift in valuation paradigms, a panel discussion on Wednesday made clear. In public markets, financial products such as equities, bonds and …
March 7, 2024
Asset Allocation,Sector

Private investments hold back university fund returns

Private investment-laden portfolios of US university funds achieved a net return of 7.7 per cent in FY2023, but the gains were almost entirely due to public equities.   Historically, university funds with larger endowments tend to achieve better one-year …