On-going high-level talk about reform of AIFMD and UCITS is generating nervousness in the European asset management industry. Was the 18 August letter on this topic from ESMA to the European Commission really about seeking to promote efficiency, or is it …

Sustainability will be the starting point for Quintet’s discretionary mandates, says James Purcell (photo), the new head of sustainable management at Quintet Group, in an interview with Investment Officer. Purcell joined Quintet in March 2020 and is based …

External valuations of retail properties are unreliable. Our models indicate considerably lower prices and therefore much higher debt ratios, says real estate specialist of Egbert Nijmeijer of Kempen Capital Management. Retail property has been hit hard …

Après le redémarrage de l’activité, les sociétés financières luxembourgeoises ont globalement gardé les pratiques qu’elles avaient instaurées durant le confinement. Si celles-ci sont désormais bien ancrées dans les esprits et dans les organisations, des …

The prices of European banking stocks have fallen to their lowest level in more than 30 years. The banks are weighing on a further recovery of the European indices, which have too few 'asset light' business models. Until 30 September, the return of the …

The weakening dollar has been a boon for emerging market debt in recent months. Spreads have narrowed and inflows quickly turned positive again. However, investors seem to already be looking for the exit again. ‘Our data show that a big risk-off is …

Working from home has started to negatively affect productivity, according to Olivier Coekelbergs, the new Country Managing Partner of EY Luxembourg. He tells Investment Officer’s Stephen Evans how he is seeking to address this. ‘Companies are having …

Assets in Luxembourg-domiciled UCIs reached their highest level since January, according to figures published by the CSSF. Total assets rose by 1.72% to reach €4.7 trillion at the end of August. This means assets in Luxembourg-domiciled funds have risen …

Investors should increase risk as some traditional safe havens are losing their shine, Robeco says in its five-year outlook titled 'A Brave Real World'. Investment Officer spoke with Peter van der Welle, strategist in Robeco's Global Macro team, about the …

Global equities can rise by up to 75% over the next five years driven by profit growth, according to Knut Gezelius, lead manager of the Skagen Global fund. Skagen is known for its active, value-based investment philosophy. But if you look at the largest …

AIFMD & UCITS reform cloaked in Brexit fog

Quintet: sustainability ‘starting point’ of discretionary mandates

'Shopping centre valuations are 30-40% too high'

Déconfinement – Entre normalité et répits

Analysis: value traps hold back European equity recovery

Is the tide turning again for emerging markets?

EY: Teleworking is damaging productivity

Luxembourg fund assets back at pre-Covid levels

Robeco: from risk-free returns to return-free risks

'Global equities have 75% upside potential'