Due to a sustained period of underperformance, investors are increasingly questioning the validity of factor investing. Georg Elsaesser, Portfolio Manager Quantitative Investment at Invesco, has a simple explanation for the underperformance, and is not …

Vanguard and UBS have launched ESG funds, taking advantage of the increased popularity of sustainable investing in the wake of the coronavirus pandemic. Orchard Capital Management, by contrast, sees the deep unpopularity of value stocks as the perfect …

Despite the profound economic shock that continues to play out, investors in private assets appear to be quietly confident that this is a major but temporary setback. Two players in Luxembourg's financial sector share this cautious optimism as they see …

The performance gap between East Asia and other emerging markets has never been greater than in the first five months of 2020. At first sight, the cause looks obvious: coronavirus. But in the background there is a different dynamic at play. Ironically, …

ESG is becoming mainstream at an incredible pace. This is witnessed by the 166% growth in awarded ESG-labels for investment products by not-for-profit organisation LuxFlag over the past twelve months, says its general manager Sachin Vankalas in an …

Whereas European equity funds suffered substantial outflows during the coronavirus crisis, their ESG counterparts held up much better. Moreover, the assets under management are now higher than at the start of the year. This is partly due to the arrival of …

The coronavirus outbreak has increased the need for more granular ESG data. However, such data are still difficult to collect as they are often not disclosed by companies. This needs to change fast in anticipation of upcoming EU rules, said participants …

Contrary to the predictions of some that the pandemic will see a pull-back from globalisation, Jurgen Vanhoenacker , who heads the Sales and Wealth Structuring teams at Lombard International Assurance in Luxembourg, sees no signs of a reduced appetite for …

The Echiquier Agenor SRI Mid Cap Europe fund managed to limit its losses year-to-date to only -0.47%, even as its net asset value had risen by 34% in 2019. The secret? A strong focus on ‘structural winners’ and strict valuation discipline, resulting in an …

Europe and the United States are facing an almost unprecedented economic crisis: debts are rising faster than ever while growth has plummeted. But investors have decided not to focus on the dark side of the moon, but to look on the bright side of life …

Why factor investing keeps disappointing

ESG and value funds launched in wake of pandemic

Is private asset optimism justified?

Coronavirus leads to EM of two paces

166% growth for LuxFlag’s ESG fund labels

Investors flock to outperforming ESG funds

Luxflag webinar: ‘Pandemic increases need for ESG disclosure’

Covid-19 won't change UHNWI behaviour: Lombard’s Vanhoenacker

How a midcap fund managed to limit losses in 2020

Why stock investors always look on the bright side of life