2451 results for ""
Date
|
August 10, 2022
Asset Managers

Defensive equity strategies not as defensive as marketing suggests

While defensive equity strategies have provided protection during previous downturns, this year's results have been disappointing in some cases. In particular, strategies with a quality growth style have done considerably worse than the market.  This is …
August 10, 2022
Asset Managers,Asset Allocation

Europe is much less attractive than the US

Europe's energy supply is under severe pressure, and the 8.9% inflation rate in the eurozone seems to be cushioned only by sharp increases in interest rates, which could push the European economy into recession. Is Europe still the continent you want to …
August 9, 2022
Asset Managers

Asian equities may now outperform

With Europe and the US entering recession in the last half of this year, Asia, despite a series of severe lockdowns, is facing a brighter future, according to MainFirst portfolio manager Frank Schwarz, in an Investment Officer BE  interview, who adds that …
August 9, 2022
Asset Managers

Feeders and fund of funds expensive, full of flaws

Providers have been storming into the rapid growth of private equity as an asset class, reflected in the national and international growth of feeder funds and fund of funds. However, these product groups are associated with high pricing and common …
August 8, 2022
Opinion

Chart of the week: Walmart profit warning is a warning sign

Retail giant Walmart issued another profit warning last week. And the underlying reasons point to a stagnant US economy. Walmart pointed to a change in the spending pattern of American consumers. As a result of the continuing rise in food prices, …
August 8, 2022
Asset Managers,Asset Servicing

Apex sees Luxembourg as strategic hub

After Thursday’s announcement of Apex Group’s acquisition of Sanne Group plc enabled the firm to position itself as a global, top-tier independence service provider, servicing nearly 3 trillion US dollars in assets, Investment Officer Luxembourg asked …
August 5, 2022
Asset Managers

Top 5: where did investors go after huge H1 outflows?

Concerns about rising inflation, monetary tightening, supply chain problems, Russia's invasion of Ukraine and strict Covid measures curbing the Chinese economy dominated investor sentiment in the first half of 2022. The speed and intensity of the sell-off …
August 4, 2022
Asset Managers,Asset Servicing

Apex's Sanne acquisition affects 250 Luxembourg staff

Global financial services provider Apex Group Ltd announced on Thursday the close of its acquisition of Sanne Group plc, a leading global provider of alternative asset and corporate services. Both firms have been part of the Luxembourg financial …
August 4, 2022
Asset Managers

The pitfall of inflation forecasting

Three things come into play when forecasting future inflation. First of all, the difference between supply and demand. At macro-economic level, an estimate is often made of the output gap, or the tightness of the labour market. In addition, the current …
August 3, 2022
Asset Managers

Auditor says former Freeport has questionable future

The 55 million euro high security, high value storage facility formerly known as the Luxembourg Freeport – now known officially as the High Security Hub (HSH) – was back in the headlines recently as auditor BDO Audit drew attention to what it termed …