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Asset Managers
June 24, 2021
Return expectations differ between private vs professional investors
Private investors expect to achieve significantly higher returns compared to professional investors…
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Asset Managers
June 21, 2021
OneLife Investment Forum: equity funds win over bonds
At the 14th Investment Forum of Luxembourg-based life insurance specialist OneLife, global equity…
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Asset Managers
June 18, 2021
Outperformance not due to ESG integration
At launch in 2017, the Responsible Horizon Euro Corporate Bond Fund was one of the first bond funds…
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Asset Managers
June 17, 2021
Luxembourg benefits from controversial SPACs
“Spac share prices slump as enthusiasm wanes”, announced the Financial Times on 2 May. On 4 May: “A…
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Asset Managers
June 16, 2021
Concern over divergence on sustainability rules
If Europe’s nations decide to enforce different local guidelines when it comes to the Sustainable…
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Asset Managers
June 15, 2021
Oddo BHF: we avoid hyper-growth stocks
“Focus on quality. Anticipate four structural trends that will dominate our lives in the years to…
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Wealth Managers
June 14, 2021
Momentum score value stocks could boost style rotation
The momentum score of value stocks is on the rise as a result of the recovery of financials, energy…
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Asset Managers
June 11, 2021
GaveKal: chips, scarce now, soon overcapacity
Can you imagine it? The chip industry that will suffer the same fate as the steel industry, namely…
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Laws and Regulations
June 10, 2021
Regulatory breakthrough for DLT in Europe?
Could regulatory moves be underway that will help unlock the promise around blockchain and…
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Asset Managers
June 9, 2021
Goldman Sachs: millennial themes now generalised
As a result of the Covid pandemic, trends and themes that previously seemed to be the preserve of…
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Expert Panel
Morningstar: Impax vs. Pictet in ecology funds
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Investing
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Transfers
Transfers: S&S, Clifford Chance, Carmignac, NBIM, Fasanara
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Asset Allocation
Berlin’s reform agenda on shaky ground after failed chancellor vote
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Opinion
The true strength of Buffett: loyalty to a simple strategy
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