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Date
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October 29, 2021
Asset Allocation,Investing

EM investing: no confidence in China

Investors in emerging markets should completely ignore the 60 per cent worst performing companies when defining their investment universe. These companies bring extra risk, without rewarding you for it. In addition, investing in China is very different at …
October 28, 2021

Towards global ESG reporting

SFDR and the green investing taxonomy have been broadly well received across Europe, but what if other economic powers adopt contradictory rules? “Fragmentation or global convergence” was the topic of discussion of one of the panel sessions at the …
October 28, 2021
Asset Managers

A 31% ytd return? Just a matter of "common sense"

How do you achieve a year-to-date return of more than 31 per cent? “Well, common sense. That is our only strategy. We have no more information than the market. We don't use a complex box with all kinds of variables”, said Theo Vermaelen, one of the four …
October 27, 2021
Investing

Pimco looks for alternatives to public credit

Bond investor Pimco is also increasingly looking to alternatives to traditional bond categories. The fund house sees attractive income-generating opportunities in real estate and private credit and plans to continue investing in these areas.  That is what …
October 26, 2021
Asset Managers,Investing

Luxembourg lags in adopting blockchain in finance

The Luxembourg financial sector has long-discussed the blockchain or as it’s also called “distributed ledger technology (DLT)” as way to strengthen the Luxembourg financial sector. As it was put by Ananda Kautz of Luxembourg’s banks and bankers …
October 26, 2021
Asset Managers

Internet is the starter, artificial intelligence the main dish

Brice Prunas, manager of the ODDO BHF Artificial Intelligence, makes no secret of his enthusiasm for artificial intelligence as it quietly breaks through in all corners of the market. He not only invests in it but also uses AI to manage his fund.  …
October 25, 2021
Investing

Japan: Abenomics won’t be discontinued

In the run-up to the Japanese elections later this month, Prime Minister Fumio Kishida has promised to discontinue "Abenomics". According to him, the economic programme has not led to broader growth. Lodewijk van der Kroft, managing director at Comgest, …
October 22, 2021
Opinion

Economist commentary: the stability of the financial system

Money only has value if there is a relationship with the value created in the real economy. So the value of money is not determined by the government, but by the private sector. The role of the financial sector is to allocate savings to those who can use …
October 22, 2021
Institutional

Modern brokers can make difference with (big) banks

The modern bank and insurance broker can to a large extent fill the gap left by the major banks. He can do this by giving personal advice to his clients and fully mapping out their financial situation. Digitalisation also plays an important role in this. …
October 21, 2021
Investing

Opinion: Technology and Wright's Law 

In the 1930s, aeronautical engineer Theodore Paul Wright (1895-1970) made an important discovery during his study of aircraft production. For every doubling of the total number of aircraft produced, the cost of a newly-built aircraft fell by 15 per cent.  …