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February 5, 2021

Additional SFDR requirements to prevent greenwashing

The European Supervisory Authorities (ESAs) EBA, Eiopa and Esma have adjusted proposed requirements under the EU sustainable finance disclosure regulation (SFDR). This was done in order to prevent possible greenwashing by asset managers, according to Esma …
February 4, 2021

A nightmare on Wall Street

Le short squeeze massif sur l’action GameStop a bouleversé les rapports de force traditionnels à Wall Street. Combiné à l’union des forces via une plateforme de chat, l'accès facile à la bourse par le biais de plateformes telles que Robinhood a donné aux …
February 4, 2021

ELTIF to get a makeover

Mobilising long term private sector funding for ambitions such as the green industrial revolution is the stuff of policy makers’ dreams. Retail investors too want options which will give solid long-term returns. The ELTIF was the EU’s effort to give …
February 3, 2021
Asset Managers

Alger Small Cap Focus: the secret behind its success

Amy Zhang has been one of America’s best-performing fund managers for quite some years now. What’s the secret behind the success of the manager of the Alger Small Cap Focus Fund? ‘Most of my peers sell too early, which is the biggest single cause of …
January 29, 2021
Asset Allocation,Investing

‘Growth in power semiconductors to continue for 10 more years'

Strong inflows into clean energy ETFs have pushed valuations of the various subsectors higher. To mitigate downside risks, a broader perspective on the sustainability theme is needed. Semiconductor manufacturers in particular are interesting, says Thiemo …
January 28, 2021

GDPR and Brexit: another deadline

Personal data transfers in general, and in the financial sector in particular, are one of the many gaps in the Brexit trade and cooperation agreement (TCA). There is a transition period, but once it lapses later this year financial institutions may no …
January 27, 2021
Family Offices

European family offices ahead in sustainable investing

The average European family office has invested 16% of their assets sustainably. This is much more than their counterparts in the rest of the world, according to a survey by Blackrock. According to the Blackrock Global Family Office Survey 2020, family …
January 26, 2021
Asset Allocation,Investing

‘20% upward potential for European banking stocks’

The share prices of European banks have been rising in recent months, and their rally has further to go. In the long term though, structural underperformance will continue, believes Jonathan Fearon (pictured), investment director European Equities at …
January 25, 2021
Asset Allocation,Investing

‘Reflation trade to accelerate under Biden’

The reflation trade will accelerate further under a Biden presidency, according to what Philippe Gijsels (photo), chief strategist at BNP Paribas Fortis. Commodities, EM equities, small caps and cyclicals all offer exposure to it. But that does not mean …
January 22, 2021
Asset Allocation,Investing

‘Dollar weakness double whammy for expensive US stocks’

Despite its recent slide, the US dollar is still overvalued. In time, the greenback could go much lower. This has positive implications for European, Japanese and EM equities, but is a bad prospect for Wall Street, according to Michael Devereux, …