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Date
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June 30, 2021
Asset Managers,Asset Allocation

Capital Group: inflation threatens to be higher than expected

Capital Group economist Robert Lind is a bit short on calling the current inflation surge temporary and sees faster-than-expected central bank intervention as the biggest risk to the bull market. He also has strong views on Sino-US trade relations and …
June 30, 2021
Asset Managers

Amundi: interest rates and inflation will continue to rise

Long-term interest rates will continue to rise, as will inflation. And the correlations between German government bonds and equities will become positive again. That's a tough sell for the management of multi-asset portfolios. Fortunately, there are …
June 29, 2021
Asset Managers

Investment sector starts to address biodiversity loss

Asset managers are increasingly turning their attention to addressing biodiversity loss, but moving beyond just exclusion and actively making investments that improve the landscape will be an uphill battle.  It has been a year since a damning report from …
June 28, 2021
Asset Managers

Does the Fed want to curb asset inflation?

During question time after the Federal Open Market Committee  ( FOMC) rate decision, Jerome Powell made a very bold statement about monetary policy in the future. When asked when we should expect a less aggressive monetary policy, Powell replied that the …
June 25, 2021
Asset Managers

Allianz GI: Fed to start tapering in early 2022

Allianz Global Investors' specialists still consider high yield bonds and equities attractive investments in an environment still controlled by central banks. Metal recycling is seen as an important long-term opportunity in line with the climate …
June 24, 2021
Asset Managers

Return expectations differ between private vs professional investors

Private investors expect to achieve significantly higher returns compared to professional investors. The 'expectation gap' worldwide is currently 174 percent in the long term. This is 53 percentage points more than in 2020. This was shown in research by …
June 24, 2021

Is SFDR encouraging greenwashing? Some early evidence

About 31% of fund assets in Europe have been classified under SFDR as article 8 or 9, with 28% as 8 and 3% as 9. The key findings of the (non-yet-published) ALFI European Sustainable Funds Study 2021 were presented online on 15 June, confirming that …
June 22, 2021
News

LFDE: Conquering the Netherlands with niche thematic strategies

La Financière de L'Echiquier (LFDE) wants to gain a foothold in the Netherlands, following in the footsteps of Belgium and Luxembourg. The boutique manager from France focuses on medium-sized pension funds and wholesale in the Netherlands. The French …
June 22, 2021
Investing

Efama: Q1 funds net inflow exceeds 1 trillion

The net inflow of investment funds in the world exceeded EUR 1 trillion in a single quarter for the first time in history. This is according to the analysis of the European Interest Group for Asset Managers (Efama). In its latest quarterly report, the …
June 21, 2021
Asset Managers

OneLife Investment Forum: equity funds win over bonds

At the 14th Investment Forum of Luxembourg-based life insurance specialist OneLife, global equity funds were the most popular. Bond funds seem to have fallen out of favour. The forum was held over two days for a (limited) live audience while absentees …