It is not a question of whether the tech bubble will burst, but when, Amundi CIO Pascal Blanqué warned again. According to him, the bubble will burst as soon as interest rates rise. Blanqué spoke about this during the outlook for 2022 that he, deputy CIO …

“The world needs to be prepared for a debt crisis in emerging markets. Rising interest rates will draw capital away from vulnerable countries”, warned Kristalina Georgieva, director of the IMF. For the time being, not everyone feels moved by this warning, …

The exuberance in the equity markets is a little too much for the managers of JP Morgan's €6 billion Global Macro Opportunities Fund. “This was the reason for the investors to increase the number of short positions in shares, via options on the S&P 500 …

Two thirds of the UN sustainable development goals are in danger of not being achieved, warned Ben Constable-Maxwell of M&G. In some areas, great strides are indeed being made in the right direction, but in the area of hunger and poverty, the Covid …

The US-British asset manager Columbia Threadneedle thinks it can significantly strengthen its position in Europe after acquiring the EMEA asset management business of Canadian firm BMO Financial Group. It provides more scale, especially in Europe and it …

The warning that climate-related damage will be more difficult to insure is growing. A challenging time is coming for real estate investors, as their investment horizon becomes riskier. It was painfully obvious this summer, with the deadly floods in …

Riccardo Lamanna has recently become the Luxembourg Country Head for State Street. He entered the position after spending more than 30 years in the business, having worked in Milan, London and Paris at various institutions, including JP Morgan, Paribas, …

Global asset managers appreciate the framework provided by the green investing taxonomy and SFDR, even if more needs to be done to flesh these out. There is also awareness that Asia is central if global environmental and social concerns are to be …

Despite much debate in the market about the hows and whys of ESG integration, impact investing is steadily making its way into the financial mainstream. In 2021, the first year in two decades in which extreme poverty once again rose, with lasting …

There is a mismatch between asset managers and institutional investors when it comes to ESG, according to PwC Luxembourg’s annual report on the Luxembourg banking sector, which this year places extra emphasis on developments surrounding ESG. The report …

Interest rate hike will burst tech bubble

EM debt a paradise for active investors

JP Morgan fund increases short positions in equities

SDG failure to have immense impact on investments

Columbia Threadneedle acquires BMO asset business to strengthen EU position

Challenging times ahead for real estate investors

State Street names new Luxembourg country head

Asia, data, greenwashing, labelling: the ESG challenge

Impact investing taking over from ESG

Fund houses ignore ESG investors