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September 2, 2020

Alfi asks for delay to sustainability disclosure rules

Alfi has asked the European Commission to delay the implementation of new rules on the disclosure of the sustainability of investments by 9 months to 1 January 2022. According to the regulation on sustainability-related disclosures, which is supposed to …
September 1, 2020
Asset Allocation,Investing

'Fed U-turn will propel inflation'

The Fed’s announcement last Thursday that it will now target an ‘average’ inflation rate of 2% is a huge game changer for investors and asset allocators, says Philippe Gijsels, head strategist at BNP Paribas Fortis. ‘The importance of this policy shift is …
August 31, 2020

Is Luxembourg ready for the post-Covid era?

While slowly getting back to normal, the priority of the country’s fund industry should be to review their operating models and reassess their risk, KPMG partners Ravi Beegun (pictured) and Alan Picone suggest. Meanwhile, asset managers should focus on …
August 28, 2020
Asset Managers

Nordea Emerging Stars emerges unscathed from corona crisis

The Nordea Emerging Starts Fund has managed to achieve a year-to-date return of more than 12% this year. This contrasts strongly with the -5% return of the MSCI Emerging Markets Net Return Index (USD), the fund's reference index. The fund’s manager …
August 27, 2020

An 'everything bubble'?

Financial market bubbles are quite concentrated, we noted recently. But more and more market segments seem to be overheating. Government bonds, on the other hand, strongly disagree with the stock markets. An anecdotal example of this bubble-forming is the …
August 25, 2020
Asset Allocation,Investing

Dividend pay-outs fall by 22%

Dividend payments fell by a record 22% in the second quarter, hitting their lowest level in eight years, according to the latest Global Dividend Index from Janus Henderson Investors. Europe and the UK were the worst affected regions. Back in May , the …
August 24, 2020

Focus on healthcare keeps demographics strategies afloat

Despite a global pandemic that has mainly affected the older and more fragile parts of the population, Rothschild Asset Management continues to believe in its R-co Thematic Silver Plus strategy, which has just celebrated its 10th anniversary. Ageing is …
August 6, 2020
Asset Managers

'DAX benefits from pro-active German Covid-19 approach’

The German DAX Index has recovered remarkably quickly from the corona slump. Moreover, it’s the best-performing equity market in Europe this year. Germany is benefiting from its pro-active corona approach and the pick-up in economic activity in China, its …
August 4, 2020
Opinion

It's the dollar, stupid!

Central banks and governments around the world are once again engaged in a 'currency devaluation' contest. The US dollar has been on a sharp downward trend in recent weeks. This has had a significant impact on financial and real assets. The chart below, …
August 3, 2020
News

Finance industry excluded from Covid-19 benefits

Financial and insurance businesses in Luxembourg have been denied access to the Covid-19 partial unemployment aid. They are probably also ineligible for the new package to support the economic recovery. When Luxembourg implemented partial unemployment on …