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David Lloyd
Investing
September 9, 2024
Surely this must be the end of the rally
The equity allocation of US households has risen to 60 percent. The last time stocks had this much…
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Investing
September 6, 2024
Fund Radar: US growth stock funds out of favour
US growth stocks had an excellent year in 2023. Although the Magnificent Seven pulled the cart, they…
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Transfers
September 5, 2024
Transfer Thursday: Lombard Odier, EDB, Blackrock
This week’s overview of transfers, appointments, and other career news in the fund and asset…
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Asset Managers
September 4, 2024
M&G faces significant net client outflows in first half
Despite efforts to streamline operations and cut costs, UK-headquartered asset management and…
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Private Banks
September 4, 2024
Belgian banks brace for €22 bln bond bonanza
The largest maturity date in Belgium’s financial history. That is how Peter Adams, CEO of ING…
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Laws and Regulations
September 4, 2024
What’s in a (fund)name?
In the apparently almost never-ending battle against greenwashing, the European Securities and…
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Investing
September 3, 2024
Exit markets in private equity remain difficult, says Partners
Partners Group, the Swiss-based private markets investment firm that is also a major player in…
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Laws and Regulations
September 3, 2024
SEC orders monthly portfolio disclosures for US funds
The Securities and Exchange Commission (SEC) has introduced new regulations requiring fund managers…
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Investing
September 3, 2024
Index funds: Bridging the gap between performance and returns
Index rules and procedures can create a significant divergence between overall market performance…
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Investing
September 2, 2024
The AI revolution is separating the wheat from the chaff
Technological dominance is the new geopolitical battleground. Companies and countries alike must…
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Investing
September 2, 2024
Is the Eurozone really outperforming the U.S. on debt? Not so fast!
It might seem like Europe has its financial house in better order than the United States. But hold…
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Investing
August 30, 2024
Fund Radar: corporate bonds are attractive, popular, and expensive
The fortunes of corporate bonds seem heavily reliant on a ‘soft landing’ scenario, given the tight…
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Transfers
August 29, 2024
Transfer Thursday: EBRD, Degroof, Solidum, Lighthouse
This week’s overview includes updates from the EBRD, Degroof Petercam, Solidum and Lighthouse Canton…
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Investing
August 28, 2024
Nvidia disappoints with revenue expectations, delays new chip
Nvidia, the crown jewel of the AI revolution, failed to meet investors’ high expectations on…
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