2556 results for ""
Date
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July 3, 2020
Asset Allocation,Investing

'Recovery fund gamechanger for European equities'

Agreement on the European coronavirus recovery fund could be a "gamechanger" for the European Union, according to Vincent Juvyns (photo). It’s his main reason to be a bit more positive about European stocks again. The Global Market Strategist at JP Morgan …
July 2, 2020
Private Banks

Quintet to centralise operations in Luxembourg

Quintet Private Bank is planning to merge its European subsidiaries into one business unit based in Luxembourg. Approval has been requested from local supervisory authorities. Subsidiaries such as Puilaetco in Belgium, Merck Fink in Germany and …
July 1, 2020
Asset Managers

State Street survey finds return of investor optimism

Most institutional investors expect there to be minimal impact on their business from the coronavirus crisis, even though three in ten say their daily investment-related operations were disrupted by the volatility. These are the key findings of State …
June 30, 2020
Asset Allocation,Investing

Investor confidence recovers swiftly

State Street’s Global Investor Confidence Index increased to 94.3 points in June, more than 20 points higher than the low it reached at the height of the coronavirus crisis in April. European investors are most upbeat. The confidence of European investors …
June 29, 2020
Asset Managers,Products

Candriam launches Circular Economy Fund

With the SRI Equity Circular Economy Fund, the Belgian asset manager Candriam has launched another impact investment fund. The launch comes exactly one year after the start of its Climate Action Fund. The fund will focus on two types of companies, fund …
June 26, 2020
Asset Allocation,Opinion

Will gold keep going higher?

While everyone is watching the main US stock indices break records day after day thanks to FAMANG stocks, the gold price also keeps creeping higher towards $1800 per ounce. Many investors remain sceptical, as they struggle to value gold. But there’s a lot …
June 25, 2020
Asset Allocation,Investing

Outperformance despite tech underweight

Skagen Global remains an outlier among global equity funds. The fund shuns most big American technology stocks. ‘The valuations are still unjustifiable for us,' says manager Knut Gezelius who, despite this underweight to big tech, still managed to beat …
June 23, 2020
Asset Servicing

‘Virus to drive AGM reform’

Annual general meetings moving online is an example of how the coronavirus could change the way businesses function. The Institut Luxembourgeois des Administrateurs (ILA), the country’s director’s association, saw a 20% increase in participation after …
June 22, 2020
Asset Allocation,Investing

Why factor investing keeps disappointing

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 …
June 18, 2020

ESG and value funds launched in wake of pandemic

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 …