More than two thirds of fund selectors see active fund management as key to outperforming in the current year, a reflection of its growing importance in uncertain markets, the latest Natixis 2024 Fund Selector Outlook Survey shows. The survey uncovered a …

Amundi, Europe’s biggest asset manager, on Wednesday confirmed that it has agreed to acquire Alpha Associates, a Swiss-based specialist firm in private equity, private debt and infrastructure investments, boosting its presence in the European private …

Economic forecasts for 2024 can vary widely depending on what indicators one considers. Optimists say central banks' openness to cutting interest rates means happier days are coming. Others point to the risk of recession and renewed inflation. At a recent …

Experts from Schroders, Robeco, and Franklin Templeton advise maintaining a cautious stance on the valuation of US equities, highlighting that key interest rates are likely to decrease more slowly than market expectations. Annually, Schroders, Franklin …

The landscape of the technology industry has been dramatically reshaped since the onset of the coronavirus crisis, with big tech companies witnessing their operating profit margins leap from 24 to 29 percent. In stark contrast, other companies have seen a …

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 …

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 …

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 …

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 …

“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. …

Active ETFs gain popularity among fund selectors

Amundi boosts private markets presence with Alpha Associates

Hopes for real estate sector revival risk disappointment

‘Outperformance of US equities difficult to maintain’

The law of increasing excess returns

Pictet sees ‘tactical opportunity’ in stocks, Gilts

Europe has the same commercial property problems as US

European ManCos struggle with adverse impact reporting

Navigating greenwashing and regulatory shifts

Is it really different this time?