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March 23, 2021
Asset Allocation,Investing

No reason for yield-phobia

Investors have always worried about what rising bond yields mean for markets. But today, such fears appear unfounded, argues Daniele Antonucci, Chief Economist at Quintet Private Bank. Back in the 1990s, investors worried about a spike in bond yields if …
March 23, 2021
Asset Managers

Naïm Abou-Jaoudé : "L'ISR se développe désormais plus vite en Belgique qu'aux Pays-Bas"

Le marché belge des produits durables connaît actuellement une croissance plus rapide que le marché néerlandais, qui est déjà plus établi. La gestion thématique est une branche en forte croissance dans tous les domaines, et le Luxembourg peut profiter du …
March 20, 2021
Asset Managers

Former BlackRock CIO denounces Wall Street "greenwashing"

Wall Street is greenwashing finance. It has turned sustainable investment into little more than a PR stunt, and this undermines the fight against the global climate problem, according to Tariq Fancy, a former BlackRock chief investment officer. Fancy, who …
March 19, 2021
Asset Managers,Asset Allocation

‘We create most alpha by re-investing in the existing portfolio’

Small caps have shown stellar performance this year, helped by an improved economic outlook. Valuations have risen, so are there still opportunities for investors? We asked Jan Willem Berghuis, head of small caps at Kempen Capital Management. In recent …
March 18, 2021
Asset Managers

iShares wins Morningstar Best Fund House Award

iShares has won the 2021 Morningstar Luxembourg Award for Best Fund House Overall. It’s the first time a passive asset manager wins the overall award. According to Morningstar analyst Ronald van Genderen, the award means iShares has simply produced the …
March 18, 2021
Asset Managers

 ‘Don’t touch AIFMD!’ say asset managers

The AIFMD may not be perfect but it is pretty good, so please don’t reform it after the current on-going review by the Commmission. This was the uniform message from a discussion at the ALFI European Asset Management conference on 16 March. On the topic …
March 16, 2021
Asset Managers

Fidelity takes stake in private markets platform Moonfare

Under the partnership, through its digital platform Moonfare will provide access to private market strategies for Fidelity’s institutional and wholesale clients. Fidelity says it is responding to ‘increasing demand from its investors for alternative …
March 16, 2021
Asset Managers

New Amundi fund targets tomorrow's ESG leaders

The Amundi European Equities ESG Improvers Fund differs from other ESG funds in the sense that it does not necessarily invest in ‘expensive’ ESG leaders. ‘We try to identify the ESG leaders of tomorrow that have only relatively recently started to make …
March 12, 2021
Asset Allocation

‘Commodity rally has much further to go’

The rally in commodity prices has only just started and has much further to go, according to Phillippe Gijsels, head strategist of BNP Paribas Fortis. This is due to a powerful combination of increasing demand and supply constraints due to years of …
March 11, 2021
Private Banks

BLI: We invest to make money, not to beat a benchmark

The Grand Duchy hosts few portfolio management operations, despite being a world leader for cross-border asset and fund servicing. Banque de Luxembourg Investments (BLI) is an exception. According to managing director Guy Wagner: “We are a small boutique …