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January 6, 2021
Asset Allocation,Investing

15 predictions for investors for 2030

As a very challenging 2020 has drawn to a close, everyone is looking to the future: when can I get the vaccine? When will life return to normal? When will I be able to go to the pub with my friends again? But for investors, it’s of course important to not …
January 4, 2021
Asset Managers,Asset Allocation

‘A high dividend alone is worth nothing’

The dividend yield is often the first thing a manager of a dividend fund looks at when analysing a stock. But not Ludwig Palm, manager of Flossbach von Storch – Dividend  fund. His main focus is whether a company is able to increase its dividend in the …
December 30, 2020

ESG rebranding – the fund trend of 2020

Labeling existing investment funds as 'sustainable' or 'ESG' rather than launching a new fund is increasingly popular among asset managers. In the third quarter of 2020 alone, Morningstar counted 32 such rebrands. No less than a third of all the …
December 28, 2020

Luxembourg the new hub for private debt funds

Assets under management of Luxembourg-domiciled private debt funds have risen by 36% to €108 billion in 2020, according to the KPMG/ALFI Private Debt Fund Survey 2020. Investment Officer discussed the dynamics behind the popularity of the asset class with …
December 23, 2020
Asset Managers

Welcome to long Brexit

Despite there being a deal now, Brexit will never be done. Even if the end of the transition period can be navigated with minimal disruption, the lack of an institutional underpinning to the UK-EU relationship points towards decades of negotiation over …
December 21, 2020
Asset Allocation,Investing

‘Equity bull market will continue in 2021’

Low interest rates, moderate inflation and a strong recovery in corporate profits. For the time being, the environment for equities remains extremely favourable, according to James Ashley, Head of International Market Strategy at Goldman Sachs Asset …
December 17, 2020
Asset Allocation,Investing

‘Still a place for Treasuries in reflationary environment’

Investors should focus on cyclical equities, which benefit from a strong economic recovery. At the same time, they should use options and own some gold and Treasuries to protect their portfolio, according to Andrew Harmstone, head of Global Balanced Risk …
December 16, 2020
Asset Servicing

FX specialist Monex opens Luxembourg office

The London-based foreign exchange specialist Monex has opened an office in Luxembourg to serve its EU-based clients after the Brexit transition period ends on 31 December. The presence in Luxembourg will enable Monex to continue to provide foreign …
December 15, 2020

Investment fund sues CSSF for €99 million

LFP 1 SICAV has filed a civil claim against the CSSF for gross negligence. The directors of the fund claim the regulator turned a blind eye to blatant fraud with the fund between 2014 and 2019, and can therefore be held responsible for the losses in the …
December 15, 2020
Asset Allocation,Investing

‘FAMAGs can navigate change in macro environment’

The impending economic recovery may well mean the big tech stocks will cede their market leadership for the time being. But the FAMAG stocks remain attractive on a long-term basis, says Julian Cook, portfolio specialist for US equities at T. Rowe Price. …