2021 was the third year in a row where sustainable investors outperformed non-sustainable investors. For a long time, there has been a debate as to whether sustainable investment comes at the expense of returns or actually generates additional returns. …

Every year there are surprises at the trade fair, although there seem to have been more in 2021. A surprise is something that the vast majority did not expect. That is the reason why surprises can set a stock market in motion. When almost everyone is …

Infrastructure is becoming a must in all portfolios. It is a decorative asset. Private companies are helping along with governments to achieve this. Whitehelm Capital's fund continues to perform strongly and should benefit from major investment programmes …

“Inflation is currently above 10 per cent,” said Bill Ackman, founder and CEO of Pershing Square Capital Management. The billionaire investor fears that if inflation remains at this level, “there will be major consequences for most of us.” With …

The global deal to impose a 15% minimum effective tax rate on multinational businesses could result in a substantial tax windfall for Luxembourg. National statistics office STATEC estimates €5.1bn of new tax revenue could result, equating to 38.5% of the …

Several major currents are affecting the alternative investing world as it attempts to appeal to a wider client base. “Tech, ESG and 'retailisation' are contributing to the democratisation of alternative assets and real assets in particular,” said …

Democratic Senator Joe Manchin wants to vote against President Joe Biden's Build Back Better programme. Since the Democrats only have a narrow majority in the Senate, a majority that they are going to lose at the end of this year, the generosity of the …

Traditionally, the first outlooks for the coming year trickle in from September onwards. With sometimes a quarter of a year still to go, strategists start relating their vision of the economic and financial themes that await investors in the next calendar …

“Although we are number twelve in the world in order of assets under management, we are a relatively unknown player. Come to think of it, we're probably the biggest asset manager people have never heard of,” said Simon England-Brammer (pictured), senior …

As in the sovereign and corporate bond markets, private debt valuations have risen sharply. “However, by focusing on the lower end of the middle market, we have been able to maintain spreads," said David Bouchoucha, CIO of Private Debt and Real Assets at …

Economist's view: what does sustainability cost?

Economist's view: the ten surprises of 2021

Infrastructure has become a must

Inflation exceeding 10%

Possible massive tax windfall from OECD tax deal

ALFI: shaking up alternative investments

Economist's view: Less liquidity weighs down inflation

2021, can we settle the score?

The largest unknown asset manager in the world

Spreads on smaller SME loans still attractive