2220 résultats pour ""
Date
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4 janvier 2024
Banques privées,Gestionnaires de patrimoine

‘Investors don’t need private markets’

While many asset managers continue to explore private investments amidst growing market uncertainties, Optimix Asset Management has consistently avoided them. “Investors don't need private markets,”  said Jelte de Boer, managing director of …
3 janvier 2024
Opinion

Ten misconceptions around the Magnificent Seven

It is striking how few investors dare to bet their cards on the Magnificent Seven before 2024. All sorts of things are being tipped, but the Magnificent Seven have to suffer. The hype is over and they could fall apart at any moment. It is either no good …
3 janvier 2024
Banques privées

Private banks pressed to reform before income inversion expires

Future-oriented private banks face a time crunch to reorganise before the end of a temporary “inversion” in what generates their income. Private banks, historically able to rely very heavily on their hefty fees and commissions, have seen interest profits …
2 janvier 2024
Secteur,Investissement,Lois et réglementation

This is what our columnists and experts expect for 2024

Higher interest rates, the pace at which central banks will cut rates, a possible recession and regulations on sustainability and digitalisation. In their expectations for 2024, Investment Officer experts and columnists name these as the key themes.  In …
2 janvier 2024
Secteur

With or without ESG, investor returns remain paramount in US

In the United States, the pursuit of ideological goals at the expense of others’ wealth is being increasingly scrutinised. A series of significant lawsuits highlight a core principle of the US economy: political agendas are personal, while investor …
29 décembre 2023
Secteur,Opinion

Most read columns for 2023: The IO Luxembourg Top Five 

Outsourcing, kickback fees, alternative investments, ESG challenges and competition with Ireland were among the topics of the most popular columns published on Investment Officer Luxembourg in 2023. Here are the top five most read columns and knowledge …
28 décembre 2023
Actualités,Secteur

Most read articles for 2023: News on CSSF, Eltifs, AML popular

This year's overview of the most read articles on Investment Officer Luxembourg demonstrates that readers are highly attracted to articles about financial regulation and supervision of investment funds and management companies in the Grand Duchy. News …
27 décembre 2023
Investissement

What 2024 will bring for bonds, equities and private assets

In 2024, the investment landscape will evolve with fixed income markets rebounding, equity markets diversifying beyond the ‘Magnificent Seven’, and private markets favouring operationally robust mid-market firms. Investment Office r has previewed 2024 …
22 décembre 2023
Investissement

Outlook 2024: For private markets it’s back to basics

Next year, private market investors should focus on mid-market companies with low debt and potential for operational improvement, says Dirkjan Schuiten, head of private markets at ABN Amro. This approach contrasts with the less reliable strategies of …
22 décembre 2023
Asset Managers

L’Église n’investit plus dans Apple et DSM, mais adore Inditex

Ces dernières années, plusieurs fonds dont le processus d’investissement repose sur des principes religieux ont vu le jour en Europe. Les critères d’impact, les exclusions et les facteurs environnementaux, sociaux et de gouvernance (ESG), mais aussi les …