3248 results for ""
Date
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February 9, 2024
Sector,Investing

PE industry challenges SEC over new fee disclosure rules

The Securities and Exchange Commission's (SEC) recent move to mandate increased disclosure of fees and other costs by private equity funds has sparked a legal battle with the PE industry. Lawyers representing both the SEC and the PE industry engaged in a …
February 8, 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 see their investment strategies challenged by geopolitical …
February 8, 2024
Asset Managers,Private Banks,Wealth Managers

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 …
February 7, 2024
Asset Managers,Investing

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 …
February 7, 2024
Asset Managers,Private Banks

Hopes for real estate sector revival risk disappointment

Economic forecasts for 2024 can vary widely depending on what indicators one considers. Optimists say central banks' openness to cutting interest rates means happier days are coming. Others point to the risk of recession and renewed inflation. At a recent …
February 7, 2024
Asset Managers,Investing

‘Outperformance of US equities difficult to maintain’

Experts from Schroders, Robeco, and Franklin Templeton advise maintaining a cautious stance on the valuation of US equities, highlighting that key interest rates are likely to decrease more slowly than market expectations. Annually, Schroders, Franklin …
February 7, 2024
Investing,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 …
February 6, 2024
Asset Allocation

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 …
February 6, 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. Financial institutions with large exposure to this sector are being hit …
February 6, 2024
Asset Managers

European ManCos struggle with adverse impact reporting

Only one in five management companies in Europe are publishing a legally required statement detailing how investment decisions may negatively affect sustainability factors. This encompasses aspects like environmental, social, and employee matters, human …