David Lloyd

Asset Allocation
May 7, 2021

GaveKal: China's radically different answer to US fiscal spending

While the US and Europe have chosen the path of unprecedented fiscal spending and monetary easing…
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Asset Managers
May 6, 2021

"EM green bonds have more impact"

Green bonds in developed markets often appear greener than their counterparts in emerging markets…
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Investing
May 5, 2021

Are US equities too expensive? Yes, but…

According to traditional valuation metrics, US equities are expensive. In this analysis, we provide…
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Asset Managers
May 4, 2021

'Real estate daily dealing soon a thing of the past'

In a lot of funds investing in illiquid assets, such as property, daily dealing is likely to…
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Investing
May 3, 2021

Sun European Partners: no more turnaround investments

Private equity investor Sun European Partners has shifted its focus from typical turnaround…
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Asset Allocation
April 30, 2021

Inflation or no inflation? The jury is still out

The emergence of inflation is particularly hotly debated at the moment. Is the current uptick in…
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Martin Parkes, BlackRock
Asset Managers
April 29, 2021

‘PEPP to become the UCITS of pensions’

Despite some last-minute political tweaks, the Pan-European Personal Pension Product (PEPP) has the…
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Asset Servicing
April 28, 2021

Swiss firm buys Global Fund Analytics

Acolin, a Zurich-based provider of regulatory and cross-border fund distribution services across…
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Institutional
April 27, 2021

Insurance companies to increase alternatives exposure

Insurance companies are looking to significantly increase their allocations to private equity, mid…
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Asset Managers
April 26, 2021

NN Group considers sale of asset management division

The Netherlands’ NN Group announced on Monday it is reviewing “strategic options” for its asset…
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Asset Managers
April 26, 2021

‘ESG investing could turn into bubble’

The number of institutional investors implementing ESG criteria has risen by almost 20% in two years…
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Asset Managers
April 23, 2021

JP Morgan AM: Inflation expectations not impacted by pandemic

The US asset manager expects inflation to be slightly below 2% for developed economies over the next…
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April 22, 2021

Working-from-home regulation not adding to regulatory burden

Few doubt the pandemic has changed for good the lives of the near half of the Luxembourg workforce…
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Climate lawsuit against BNP Paribas seen as first of many
April 21, 2021

BNP Paribas AM rebrands fund to 'Inclusive Growth'

BNP Paribas Asset Management has rebranded its Human Development Fund to the BNP Paribas Inclusive…
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