The potential shape of the upcoming reform of the Alternative Investment Fund Managers Directive (AIFMD) became clearer this summer. The 18 August letter from Esma to the European Commission gave some strong hints on the outlook for this key text for …

After the relaxation of the inflation target by the Fed, investment experts are rushing to predict a sustained rise in inflation. But for now, there’s no sign of inflation at all. Last week it even turned out that, for the first time since 2016, price …

BNP Paribas Asset Management recently launched a long-short strategy aimed at companies related to the energy transition. Portfolio manager Edward Lees (photo) explains how the fund is putting pressure on non-sustainable companies and thus achieve a …

Fundsquare, a subsidiary of the Luxembourg Stock Exchange that provides services to support and standardise cross-border distribution of investment funds, has made two leadership appointments. It’s parent company the Luxembourg Stock Exchange has …

Alfi has asked the European Commission to delay the implementation of new rules on the disclosure of the sustainability of investments by 9 months to 1 January 2022. According to the regulation on sustainability-related disclosures, which is supposed to …

The Fed’s announcement last Thursday that it will now target an ‘average’ inflation rate of 2% is a huge game changer for investors and asset allocators, says Philippe Gijsels, head strategist at BNP Paribas Fortis. ‘The importance of this policy shift is …

While slowly getting back to normal, the priority of the country’s fund industry should be to review their operating models and reassess their risk, KPMG partners Ravi Beegun (pictured) and Alan Picone suggest. Meanwhile, asset managers should focus on …

The Nordea Emerging Starts Fund has managed to achieve a year-to-date return of more than 12% this year. This contrasts strongly with the -5% return of the MSCI Emerging Markets Net Return Index (USD), the fund's reference index. The fund’s manager …

Financial market bubbles are quite concentrated, we noted recently. But more and more market segments seem to be overheating. Government bonds, on the other hand, strongly disagree with the stock markets. An anecdotal example of this bubble-forming is the …

Dividend payments fell by a record 22% in the second quarter, hitting their lowest level in eight years, according to the latest Global Dividend Index from Janus Henderson Investors. Europe and the UK were the worst affected regions. Back in May , the …

AIFMD reform is taking shape

Inflation: to be or not to be?

‘ESG integration is easier for long/short managers’

Transfers: Fundsquare, Luxembourg Stock Exchange, Intertrust

Alfi asks for delay to sustainability disclosure rules

'Fed U-turn will propel inflation'

Is Luxembourg ready for the post-Covid era?

Nordea Emerging Stars emerges unscathed from corona crisis

An 'everything bubble'?

Dividend pay-outs fall by 22%