2791 results for ""
Date
|
June 10, 2020
Private Banks

Covid-19 won't change UHNWI behaviour: Lombard’s Vanhoenacker

Contrary to the predictions of some that the pandemic will see a pull-back from globalisation, Jurgen Vanhoenacker , who heads the Sales and Wealth Structuring teams at Lombard International Assurance in Luxembourg, sees no signs of a reduced appetite for …
June 8, 2020
Asset Allocation,Investing

How a midcap fund managed to limit losses in 2020

The Echiquier Agenor SRI Mid Cap Europe fund managed to limit its losses year-to-date to only -0.47%, even as its net asset value had risen by 34% in 2019. The secret? A strong focus on ‘structural winners’ and strict valuation discipline, resulting in an …
June 5, 2020
Asset Allocation,Investing

Why stock investors always look on the bright side of life

Europe and the United States are facing an almost unprecedented economic crisis: debts are rising faster than ever while growth has plummeted. But investors have decided not to focus on the dark side of the moon, but to look on the bright side of life …
June 4, 2020

Luxembourg: becoming an ESG implementation hub?

Investors need clear, comparable information to understand sustainable investing. A range of new EU standards and reporting rules aim to facilitate this, but implementation will be challenging with a tight deadline. This gives the Grand Duchy an …
June 2, 2020

CSSF suspends critical fund director

The CSSF has suspended David Mapley from his duties as the director of the Luxembourg-domiciled LFP 1 Equity Power Fund. The regulator claims Mapley, a vocal critic of the CSSF, had provided ‘incomplete and incorrect information’ on his application to be …
May 29, 2020
Asset Allocation,Investing

Investors oppose coronavirus cost cuts

Companies that opted to retain their staff and take measures to support their suppliers during the coronavirus market crash have been rewarded for this by institutional investors. According to research by State Street Associates. The research arm of the …
May 27, 2020

Luxembourg fund assets recover in April

Total assets invested in Luxembourg-domiciled investment funds rose by 6.11% in April, taking the amount of assets invested back to €4.4 trillion. This is roughly the same level as a year earlier. The bulk of the rise in assets can be attributed to a …
May 27, 2020
Asset Allocation,Investing

‘Return of domestic investors to trigger Japan rally’

The return of private Japanese investors to the stock market could trigger a real rally, believes Richard Kaye, manager of the Comgest Growth Japan Fund. However, not all Japanese stocks will profit from this, he warns. Kaye, who has been managing money …
May 26, 2020
Asset Allocation,Investing

Dramatic reshuffle for S&P Low Volatility Index

The S&P 500 Low Volatility Index, consisting of the 100 least volatile stocks in the index, was rebalanced last week. The outcome? No less than two thirds of the index has changed. Healthcare is now the largest single sector in the index. While the annual …
May 25, 2020
Asset Allocation,Investing

‘Short but fierce value rally ahead’

The difference in valuations between expensive and cheap stocks has overshot in recent weeks. Investors can therefore expect a period of outperformance of value stocks. However, this will not last too long.  Investors’ asset allocation consensus now seems …