2556 results for ""
Date
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May 25, 2021
Asset Managers

LFDE: quality of convertible bonds better than ever

The average credit quality and rating of convertible bonds has improved significantly in recent years. Thanks to their convexity, these hybrid instruments, whose universe is highly diversified, are more attractive than ever in any context. They are seen …
May 21, 2021

Offering international products to Chinese investors

Yesterday we saw how Luxembourg is playing a significant role helping international investors gain exposure to the Chinese market. Yet what about the movement in the other direction, as Chinese investors seek to diversify into other markets? This question …
May 20, 2021
Asset Managers,Asset Allocation

Three female fund managers, “apparently notable”

Although it was never a conscious decision, the fact that the DWS real estate fund Europe II is managed by three female fund managers has become "a thing," notes Jessica Hardman of DWS. "There is still a lot to be done if the real estate and investment …
May 20, 2021
Asset Managers

Luxembourg's burgeoning China connection

Quietly, Luxembourg has built substantial fund investment access to the Chinese market. This was highlighted at the “Access Channels” roundtable at Luxembourg for Finance’s China Finance Forum 2021. With Chinese markets being some of the fastest growing …
May 19, 2021
Asset Managers,Asset Allocation

The tug-of-war between Michael Burry and Cathie Wood

Renowned investor Michael Burry has taken a short position on Tesla and is aiming for an inflationary environment in the coming years. This puts him in direct opposition to the ‘queen of disruption’, Cathie Wood, who does not expect strong and lasting …
May 18, 2021
Asset Managers,Asset Allocation

Ethenea: avoid deep value and overvalued growth stocks

“Avoid the extremes of the market: deep value stocks and expensive growth stocks. It is in the latter segment that the greatest danger lies, given the strong dominance of retail investors. Cathie Wood with its ARK ETFs is a perfect example of this. Good …
May 17, 2021

Green investing rules nuanced

Be under no illusion. Discussions around the EU green investing taxonomy are likely to go to the wire. Although April saw publication of a likely draft text, complex political discussions are set to continue. This will have implications for suitability …
May 11, 2021
Asset Allocation,Private Banks

Quintet globalises asset allocation

Quintet Private Bank is shifting its strategic asset allocation to a global asset allocation framework. "Focusing your bond portfolio on Europe has a lot of jeopardy in it," says CIO Bill Street in an interview with Investment Officer. "We are moving all …
May 11, 2021

Luxembourg slips in green finance ranking

Luxembourg slipped two places in an international ranking of the quality and depth of green finance offerings in financial centres. Luxembourg ranked in 6th place, putting it in the top 15 green finance centres. The Grand Duchy is second in the EU in the …
May 10, 2021
Asset Managers,Asset Allocation

Capital Group: China adopts dual-track strategy

Investors today should keep China in mind, according to US asset manager Capital Group. CEO Robert Lovelace (photo) and fund manager Christopher Thomsen, agree that understanding the country means looking into its past. China has has undergone a profound …