2556 results for ""
Date
|
October 8, 2021
Asset Allocation

Roadmap to CO2 neutrality: exclude or engage?

With the upcoming COP26 Climate Change Conference in Glasgow, the pressure on pension funds to green their investment portfolios increases. At the same time, the debate on fossil investments is intensifying. But what is the best roadmap: exclusion or …
October 8, 2021
Opinion

Comment: ageing population to increase inflation

To a large extent, the current inflation level is a consequence of the coronavirus crisis. That is the main argument for labelling it temporary. However, the risk of this temporarily higher inflation is that it becomes lodged between the ears. Especially …
October 8, 2021
Asset Managers,Asset Allocation

Chahine: European equities & value most attractive now

Chahine Capital's macroeconomic analysis shows that European equities and value are now the most attractive in this cycle. The European risk premium is particularly high. Italian equities have strong rationing potential. This emerged from an interview …
October 7, 2021
Investing

Luxembourg Central Bank: Lack of housing supply unsustainable

“The abnormally high inelasticity of supply in relation to house prices, cannot continue without affecting the banking, financial systems and national economic system,” was the stark warning issued by the Luxembourg Centre Bank (BCL) in its latest …
October 7, 2021
Asset Managers

Nordea AM: ESG criteria easier for active investors

It is very difficult to apply ESG criteria consistently to purely passive investments. Active investments lend themselves much better to this. It is easier to apply an integration approach that goes beyond exclusions in active management. In the end, it …
October 6, 2021
Asset Managers

Investment Officer Belgium reaches 3,000 registered readers

Investment Officer Belgium, Investment Officer Luxembourg's sister publication ,  greeted the 3,000th registered reader on its platform last month. This means that a substantial part of the target audience of investment professionals, asset managers, …
October 6, 2021
Investing

ALFI: Distributors facing a new reality with ESG demand

Faced with the recent strong growth of demand for sustainable investing products, the question can be asked: are fund distributors able to keep up with asset managers in equipping themselves to deliver what such investors are seeking? One participant at …
October 6, 2021
Asset Allocation

Hedge funds offer escape route from low-yield markets

The search for yield is causing a rotation among institutional investors from classical investments to better yielding alternatives, such as hedge funds. Insurers such as AXA expect hundreds of billions in ultra low or negative yielding government bonds …
October 5, 2021

Beware: new generation checks your company's values

"The new investing generations find it more important than ever that an asset manager embraces diversity. Those who fail to attract diverse people with different opinions will end up seeing assets drain away," Marie Dzanis of Northern Trust said this in …
October 4, 2021
Asset Allocation

LFDE: Space is the next big thing

Rolando Grandi, a fund manager with La Financière de l’Echiquier has highlighted the huge opportunities linked to the development of the space sector, with many companies expected to go public in the coming years.  Thematic funds are in vogue, and …