2222 résultats pour ""
Date
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8 février 2024
Asset Managers,Banques privées,Gestionnaires de patrimoine

Active ETFs gain popularity among fund selectors

More than two thirds of fund selectors see active fund management as key to outperforming in the current year, a reflection of its growing importance in uncertain markets, the latest Natixis 2024 Fund Selector Outlook Survey shows. The survey uncovered a …
7 février 2024
Asset Managers,Investissement

Amundi boosts private markets presence with Alpha Associates

Amundi, Europe’s biggest asset manager, on Wednesday confirmed that it has agreed to acquire Alpha Associates, a Swiss-based specialist firm in private equity, private debt and infrastructure investments, boosting its presence in the European private …
7 février 2024
Asset Managers,Banques privées

Le secteur immobilier risque une déception malgré les espoirs

Les projections économiques pour l'année 2024 présentent un panorama contrasté, suivant les indicateurs analysés. Les optimistes se réjouissent de l'ouverture potentielle des banques centrales à une réduction des taux d'intérêt, prédisant ainsi des jours …
7 février 2024
Asset Managers,Investissement

«Maintenir la surperformance des actions américaine sera difficile»

Les spécialistes de Schroders, Robeco et Franklin Templeton estiment qu’il faut rester prudent face à la valorisation des actions américaines, et soulignent que les taux directeurs descendront probablement moins rapidement que ce que les marchés …
7 février 2024
Investissement,Opinion

The law of increasing excess returns

The landscape of the technology industry has been dramatically reshaped since the onset of the coronavirus crisis, with big tech companies witnessing their operating profit margins leap from 24 to 29 percent. In stark contrast, other companies have seen a …
6 février 2024
Répartition des actifs

Pictet sees ‘tactical opportunity’ in stocks, Gilts

Pictet Asset Management has shifted its investment strategy, upgrading its allocations to global equities, UK government bonds, and information technology stocks.  This move stems from the firm's latest Barometer report and reflects confidence in the …
6 février 2024
Asset Managers

Europe has the same commercial property problems as US

Not only the US commercial real estate market is struggling with historically low prices due to interest rate hikes and the trend of working from home. Europe, too, is in trouble. Parties with large exposure to this sector are being hit hard, while …
6 février 2024
Family Offices

German family offices keen to reset their asset allocations

Navigating the interest rate cycle is a paramount challenge for family offices in Germany, according to a recent survey. These offices, tasked with managing the wealth of affluent families, also face geopolitical upheaval and an economic slowdown. The …
6 février 2024
Lois et réglementation

Navigating greenwashing and regulatory shifts

A focus on sustainability, digital resilience, and regulatory compliance will significantly influence investment strategies and operations, demanding heightened vigilance and adaptability from global asset managers. As Investment Officer Knowledge …
5 février 2024
Investissement

BLI’s Wagner: Recession still possible despite optimism

Amid widespread cautionary optimism, some economists say the global economy is still at risk of a recession, and that we may not be out of the inflationary woods quite yet. Guy Wagner, chief investment officer at Banque de Luxembourg Investments, or BLI, …