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October 15, 2020

Dominic Nys rejoint Oddo Bhf Asset Management

Dominic Nys rejoint Oddo BHF Asset Management en tant que responsable des ventes pour le Benelux. Basé au Luxembourg, Dominic va développer l'activité de Distribution tiers dans ces pays. Il travaillait auparavant chez Fenthum, le distributeur d'Ethenea …
October 15, 2020

The Brexit outlook: trading fish for Mifid equivalence?

‘Cod quotas traded for Mifid equivalences,’ is how Luxembourg For Finance CEO Nicolas Mackel humorously characterised how the on-going Brexit discussions might unfold.  He was introducing the Focus On Brexit webinar hosted by LFF on 13th October, in which …
October 14, 2020
Asset Allocation,Investing

‘Growth/value debate is pointless’

The debate between value and growth is pointless, says Guy Lerminiaux, CIO of Degroof Petercam Asset Management. ‘This is not a productive debate. You have to look at it on a company-by-company basis. In every sector you find winners and losers.’ …
October 13, 2020
Asset Allocation,Investing

Pimco: more volatility, less return

Investors will face tough challenges in the coming years, according to Pimco. While volatility will remain high due to the presence of numerous potential 'disruptors', return prospects have never been lower. Where investors enjoyed high returns and little …
October 12, 2020
Asset Allocation,Investing

‘No need to worry about Chinese debt’

Foreign investors and central banks will continue increasing their allocation to Chinese government bonds. They offer a relatively high yield and are a safe investment, says Freddy Wong, head of Fixed Income Asia-Pacific at Invesco. While China has been …
October 9, 2020

AIFMD & UCITS reform cloaked in Brexit fog

On-going high-level talk about reform of AIFMD and UCITS is generating nervousness in the European asset management industry. Was the 18 August letter on this topic from ESMA to the European Commission really about seeking to promote efficiency, or is it …
October 8, 2020
Private Banks

Quintet: sustainability ‘starting point’ of discretionary mandates

Sustainability will be the starting point for Quintet’s discretionary mandates, says James Purcell (photo), the new head of sustainable management at Quintet Group, in an interview with Investment Officer. Purcell joined Quintet in March 2020 and is based …
October 7, 2020
Asset Allocation,Investing

'Shopping centre valuations are 30-40% too high'

External valuations of retail properties are unreliable. Our models indicate considerably lower prices and therefore much higher debt ratios, says real estate specialist of Egbert Nijmeijer of Kempen Capital Management. Retail property has been hit hard …
October 6, 2020

Déconfinement – Entre normalité et répits

Après le redémarrage de l’activité, les sociétés financières luxembourgeoises ont globalement gardé les pratiques qu’elles avaient instaurées durant le confinement. Si celles-ci sont désormais bien ancrées dans les esprits et dans les organisations, des …
October 5, 2020
Asset Allocation,Investing

 Analysis: value traps hold back European equity recovery

 The prices of European banking stocks have fallen to their lowest level in more than 30 years. The banks are weighing on a further recovery of the European indices, which have too few 'asset light' business models. Until 30 September, the return of the …