In recent years, the regulatory framework for the duties and responsibilities of the board of directors or management board and for the control functions within Luxembourg investment fund managers has evolved significantly. Among others, CSSF Circular …

Luca Pesarini, founder and senior portfolio manager of Ethenea Independent Investors, does not mince his words, and so the management of the Ethna-AKTIV fund he helped found in 2002 is no nonsense. For instance, in a recent interview, he shows that he …

Switzerland-based investment house Lombard Odier has reported a 4% increase in assets under management since the end of December 2022, reaching 198 billion Swiss francs of assets at the end of June 2023. The result is due in part to “solid contributions” …

Asset owners are going back to basics en masse. Institutional investors are writing large new mandates for global and developed-market equities, wrote bfinance in a quarterly report published this month. The agency, which advises more than 500 pension …

At the time of writing, markets are still pricing in just under a 60 per cent chance that the ECB will raise interest rates one more time sometime in the coming months. And although Lagarde has only recently turned to wage growth as an argument for …

“Shares are no longer dirt cheap, but there are still opportunities. We focus mainly on long-term trends and avoid the riskiest sectors, such as American regional banks and Office REITs,” says Laurence De Munter, investment strategist at Securities De …

Ansgar John Brenninkmeijer, the fifth-generation descendant of the Dutch C&A family, read a popular investment book, founded a fund without any prior experience, had it blessed by a daytrading priest, and has been outperforming “virtually all indices” …

High yield bonds are positioning themselves cautiously in the spotlight as recession fears recede and credit quality improves. While junk bonds perform best during periods of robust economic growth, a region that's closely flirting with a recession is …

Artificial intelligence is eminently an application for investors. Especially in a complex data-rich environment with a lot of uncertainty, artificial intelligence thrives. Artificial intelligence was originally designed to simulate human intelligence …

SFDR Article 8 has become a ragbag of investments that can be both green and grey, several experts say. Fund houses offering Article 8 products do not seem to set the bar very high. While Article 8 products promote environmental or social features, they …

Directors’ Office enhances professionalism

Ethenea founder says Europe mishandling green transition

Lombard Odier sees AUM rise 4% in H1

Asset owners write new mandates for equities

Chart of the week: Is the ECB finally ready?

“Staying invested is the message”

Blessed Dutch fund beats "virtually all indices"

Time to be cautious when pearl diving among junk

Investing with artificial intelligence

SFDR Article 8: The bar is not high