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David Lloyd
Investing
June 18, 2021
Neobank challenge on the horizon
Leading European digital banks now have nearly 100m customers. This is according to research by…
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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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Asset Managers
June 8, 2021
Inflation risk threatens US corporate bonds
US corporate bonds have performed exceptionally well over the past year, but rising inflationary…
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Asset Managers
June 7, 2021
JP Morgan AM: an equity portfolio must be globally diversified
JP Morgan Asset Management looks at a globally diversified portfolio from different angles in order…
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Asset Managers
June 4, 2021
“A better traditional portfolio is that of 22/78”
“A better distribution within the traditional investment portfolio is 78 percent shares and 22…
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June 3, 2021
ALFI: continue financial service VAT exemption
VAT rules are a mess in the EU financial services sector. The current regime dates from 1977, well…
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Asset Managers
June 2, 2021
“We have an old-school approach and I take that as a compliment”
Taking an ‘old-school’ approach to asset management, but in the positive sense of the term, is what…
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