Gavekal

European Union, Brussels
Opinion
September 22, 2021

Comment: SFDR, confusion keeps us grey

Not all European regulations are good. Under the Sustainable Finance Disclosure Regulation (SFDR)…
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Man staring at multiple data screens
Asset Managers
September 22, 2021

Explosion of data both at gatekeeper and asset manager

Managers of active funds, including hedge funds, are under increasing pressure to back up their…
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Maren Stadler-Tjan, Clifford Chance
Asset Managers
September 21, 2021

No impact from new German impact fund regime

A recently-introduced German initiative to make that country a more attractive domicile for…
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Hannah Busing/Unsplash
Asset Managers
September 21, 2021

Oddo BHF Asset Management and Metropole Gestion to merge

Oddo BHF Asset Management and Métropole Gestion announce the acquisition by Oddo BHF Asset…
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Andrea Carzana, Columbia Threadneedle
Investing
September 20, 2021

Columbia Threadneedle: Europe has sustainability edge

Andrea Carzana of Columbia Threadneedle has said the firm believes that it is now necessary to be…
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Willem Schramade, Sustainable Finance Factory
Investing
September 20, 2021

Climate transition offers fundamental investors opportunities

Floods, the Shell verdict, EU climate plans: climate change is coming to you and is increasingly…
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Keith Ney, Carmignac
Asset Allocation
September 17, 2021

Carmignac: growth companies still making a difference

Keith Ney of Carmignac has said stock markets are still in a favourable climate. China remains an…
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Dominique Tomassoni, NeoXam
Asset Managers
September 17, 2021

Fund managers need to get reporting houses in order

A worldwide increase in regulation on client reporting and the need to provide better service to…
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John Bogle, Vanguard 
Opinion
September 16, 2021

Comment: the unease of index investing

Index investing is a disruptive innovation from which private investors have fully benefited. They…
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Charles Deluvio @charlesdeluvio, Unsplash free image
Investing
September 16, 2021

“Not possible to say if there is profit shifting” to Luxembourg by banks: EU Tax Observatory

There is no evidence that banks are shifting profits to Luxembourg to dodge tax, one of the authors…
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Levi Sarens, Nagelmackers
September 15, 2021

Article 8 SFDR is lower limit for sustainable products

The bar for sustainability criteria is rapidly being raised. Article 8 under the new SFDR…
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Monique Donders, BlackRock
Asset Allocation
September 15, 2021

BlackRock: we embraced sustainability late

“It is no secret that we at BlackRock have embraced sustainability rather late. The turnaround came…
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Swen Werner, State Street Digital
Investing
September 14, 2021

State Street expects 20 new crypto products 

“Providers are gearing up to launch their crypto-ETFs in America, Europe and Asia, as soon as the…
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James Beaumont, Natixis IM
Asset Allocation
September 13, 2021

Two major concerns of multi-asset investors

Every day, Natixis IM’s head of multi asset James Beaumont and his team wonder how much higher the…
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