David Lloyd

Tom Wilson, head of emerging markets at Schroders
Asset Allocation
July 30, 2021

Southeast Asia Covid bargains

Equity markets in most emerging markets are lagging the US and Europe significantly this year. The…
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Asset Servicing
July 29, 2021

Alternatives state of play

How has pandemic affected the Luxembourg alternative fund sector? What is the shake out from Brexit…
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Jan Boudewijns
Asset Allocation
July 28, 2021

Prospects for Chinese education stocks remain very murky

In recent days we have seen a massive correction in Chinese stock markets, both in Hong Kong and the…
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Jack Neele
Asset Managers
July 27, 2021

Long-term trend plays through expensive stocks

“If you want to identify long-term trends, you would do well to select mainly companies that are…
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Dirk-Jan Schuiten
Private Banks
July 27, 2021

ABN Amro wants private markets as a fixed asset allocation component 

ABN Amro is broadening the options for clients who want to invest in private equity. For the first…
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Rod Ringrow
Asset Allocation
July 27, 2021

Invesco: Sovereign wealth funds increase their equity allocation

The ninth annual Global Sovereign Asset Managers Survey, conducted by asset manager Invesco, shows…
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Vincent Mortier
Asset Allocation
July 25, 2021

Amundi: A monetary policy mistake is now the biggest risk

A monetary policy mistake is now a very big risk about which markets are not taking sufficient…
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UCITS delivered
Asset Allocation
July 23, 2021

Multi-asset funds yielded 61% over 10 years, bank deposits -1%

Equity, bond, and mixed collective investment schemes (UCITS) have achieved annual net returns of 7…
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Stefan Duchateau
Opinion
July 23, 2021

Commentary: Time is running out and inflation is rising

Only the first statement is certain. The first half of 2021 has gone by so quickly that we haven’t…
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some correlations are turning positive
Asset Allocation
July 22, 2021

Asset allocators, beware: some correlations are turning positive

In certain sectors, the correlations between equities and bonds are turning positive (again). That…
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European ESG ranking
July 22, 2021

Luxembourg extends ESG-fund lead in Europe

Of the €141bn net subscriptions into Luxembourg funds in 2020, two-thirds were attributed to…
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Kees Verbaas
July 21, 2021

The challenge of ETF-ESG convergence

“All mutual funds become ETFs”, Detlef Glow, head of research at Lipper, wrote recently. Only…
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Gertjan Verdickt
Asset Allocation
July 20, 2021

Don’t marginalise stock markets

One of the most important functions of a financial system is to bring together people with an…
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Willemijn Verdegaal, Ortec Finance
Asset Allocation
July 19, 2021

"Green benchmarks: limited added value"

Green indices reduce the carbon footprint of investment portfolios, but their added value is…
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