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Date
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February 6, 2024
Asset Allocation

Pictet sees ‘tactical opportunity’ in stocks, Gilts

Pictet Asset Management has shifted its investment strategy, upgrading its allocations to global equities, UK government bonds, and information technology stocks.  This move stems from the firm's latest Barometer report and reflects confidence in the …
February 6, 2024
Asset Managers

Europe has the same commercial property problems as US

Not only the US commercial real estate market is struggling with historically low prices due to interest rate hikes and the trend of working from home. Europe, too, is in trouble. Financial institutions with large exposure to this sector are being hit …
February 6, 2024
Asset Managers

European ManCos struggle with adverse impact reporting

Only one in five management companies in Europe are publishing a legally required statement detailing how investment decisions may negatively affect sustainability factors. This encompasses aspects like environmental, social, and employee matters, human …
February 6, 2024
Laws and Regulations

Navigating greenwashing and regulatory shifts

A focus on sustainability, digital resilience, and regulatory compliance will significantly influence investment strategies and operations, demanding heightened vigilance and adaptability from global asset managers. As Investment Officer Knowledge …
February 5, 2024
Investing,Opinion

Is it really different this time?

“I’ve got to say, I’m usually skeptical of the phrase “ This time is different.”  More often than not, it’s not. But the persistent strength of the U.S. economy, particularly the job market, is making me think twice. Maybe this time really is different. …
February 5, 2024
Investing

BLI’s Wagner: Recession still possible despite optimism

Amid widespread cautionary optimism, some economists say the global economy is still at risk of a recession, and that we may not be out of the inflationary woods quite yet. Guy Wagner, chief investment officer at Banque de Luxembourg Investments, or BLI, …
February 5, 2024
Asset Managers,Investing

CSSF: Luxembourg funds, at €5,285 bln, back to growth

Luxembourg funds continued their recovery from a slight decline in October 2023 by amounting at year-end to 5,285 billion euros, up 2.6% in the month since the end of November. The volume of net assets rose by 5.1% over the past year. The statistics …
February 2, 2024
Asset Managers,News

Carlyle bites back in debate over risks in private credit

The Bank of England (BoE) this week reiterated its concerns about the risks of higher interest rates and limited data disclosure in private credit markets. Harvey Schwartz, CEO of The Carlyle Group with some 380 billion dollars under management, believes …
February 2, 2024
Supervision

Esma: high risk of corrections, especially in private markets

Europe’s top financial supervisory authority seems surprised to find “remarkable resilience” in the EU’s financial markets in the light of the higher-for-longer interest rate environment. Going forward, it warned investors of a high risk of corrections, …
February 1, 2024
Transfers,Asset Servicing

Robbert Booij appointed as new CEO of Eurex Frankfurt

In a significant leadership change, Robbert Booij has been announced as the new Chief Executive Officer of Eurex Frankfurt AG, taking the reins from Michael Peters in July 2024. Booij, currently the CEO Europe at ABN AMRO Clearing Bank N.V., will join the …