Solid growth companies will continue to live up to high expectations by showing strong profit growth. This offers the prospect of an attractive total return after inflation of 7-10% per annum on average over the long term, according to manager George Dent …

In 2002 Luca Pesarini (photo) and Arnoldo Valsangiacomo launched their first Ethna-AKTIV fund, at a time when multi-asset funds were not yet commonplace. In 2010 they founded ETHENEA Independent Investors, headquartered in Luxembourg. Upon its 10-year …

With a warning against excessive regulation, and a call to action on green investing, CSSF director-general Claude Marx, made a typically colourful intervention at Monday’s virtual ALFI conference. He also gave some details of planned local regulation of …

The high-yield market has recovered nicely from the corona-induced market crash, but further price appreciation is becoming increasingly unlikely, says manager Ulrich Gerhard of the BNY Mellon Global Short-Dated High Yield Bond Fund in an interview with …

Despite the Grand Duchy’s status as Europe’s largest investment fund centre, Luxembourgers hold almost four times more money in bank deposits than in funds. Since 2008, Luxembourgers have increased their holdings in investment funds as a percentage of …

Have hedge fund managers just lost it? More and more leading managers are returning assets to their clients. The reason is the melt-up of the market, making it ever harder for short-sellers to identify profitable trades. For example, this summer John …

The potential shape of the upcoming reform of the Alternative Investment Fund Managers Directive (AIFMD) became clearer this summer. The 18 August letter from Esma to the European Commission gave some strong hints on the outlook for this key text for …

After the relaxation of the inflation target by the Fed, investment experts are rushing to predict a sustained rise in inflation. But for now, there’s no sign of inflation at all. Last week it even turned out that, for the first time since 2016, price …

BNP Paribas Asset Management recently launched a long-short strategy aimed at companies related to the energy transition. Portfolio manager Edward Lees (photo) explains how the fund is putting pressure on non-sustainable companies and thus achieve a …

Fundsquare, a subsidiary of the Luxembourg Stock Exchange that provides services to support and standardise cross-border distribution of investment funds, has made two leadership appointments. It’s parent company the Luxembourg Stock Exchange has …

‘Real equity returns of 7-10% still possible post-Covid’

Ethenea: ‘Know that you will always make mistakes’

CSSF head warns against over-regulation

‘High-yield market correction is looming’

Luxembourgers continue to shun investment funds

Analysis: the end of the short-sellers?

AIFMD reform is taking shape

Inflation: to be or not to be?

‘ESG integration is easier for long/short managers’

Transfers: Fundsquare, Luxembourg Stock Exchange, Intertrust