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Date
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October 21, 2024
Opinion

Chart of the week: ‘Dumb money’

I was brought up in an investment era where bond investors proudly positioned themselves as "smart money" investors, in contrast to the "dumb money" crowd that invested in equity markets. But it’s becoming increasingly clear that these bond aficionados …
October 18, 2024
News

Lord Mayor of the City of London: ‘We need Luxembourg’

Luxembourg and London have reaffirmed their complementary roles in asset management and green finance, with leaders stressing the importance of collaboration on sustainability, digital transformation, and post-Brexit resilience. A British Chamber of …
October 18, 2024
Expert Panel

Fund Radar: India's weight in EMD indices increases

Local currency bonds have lagged this year, but expected interest rate cuts by the Fed have investors in emerging markets hoping for better times. Investors hope that lower US interest rates, combined with a “soft landing” where the US economy avoids a …
October 17, 2024
Investing

Amundi and Schroders eye Euro-duration as U.S. managers hold back

Asset managers like Amundi and Schroders are increasingly positioning themselves in longer-dated European government bonds, betting on faster-than-expected rate cuts. Meanwhile, U.S. asset managers are taking a more cautious approach to European duration …
October 17, 2024
Investing,Private Banks

A downpour of active ETFs, but banks wait for clear skies on performance

While one active ETF after another enters the market, various Dutch banks have yet to add these to their offerings, and pension funds are still adopting a wait-and-see approach. The added value compared to other passive strategies has yet to be proven, …
October 17, 2024
Asset Managers,News

Transfer Thursday: State Street, Clearwater, Axa IM

This week’s overview of transfers and appointments in the fund and asset management community in and outside Luxembourg includes updates from State Street, Clearwater Analytics, Axa Investment Managers, Blackrock and S&P Global. Eric Aboaf Eric Aboaf …
October 16, 2024
Asset Managers,Asset Servicing

Unreliable data could turn AI dreams into costly nightmares

With the hype around artificial intelligence and despite its high-profile failures and misuses, it’s clear the global financial sector has plenty of interest in AI, especially in hopes of finding yet another way to outsource low-complexity work. Many …
October 16, 2024
Investing

Bonds return as an anchor in the portfolio

The diversification advantage of bonds has been restored this year, as inflation has fallen and positive real interest rates have emerged. This is a relief, according to Flavio Carpenzano, Director of Investments at Capital Group, who still describes 2022 …
October 16, 2024
Investing,Opinion

Long live the bull market

Last weekend marked the second anniversary of the current bull market in equities. Since hitting its low point on October 12, 2022, the MSCI All Countries World Index has surged about 50 percent, the S&P 500 has risen by around 75 percent, and the Nasdaq …
October 15, 2024
Asset Managers,Investing,Laws and Regulations

Evergreen funds offer flexibility - but at what cost?

Plans to increase Europe’s capital markets capacity hinge on giving retail investors access to private assets, but liquidity remains a sticking point. Evergreen funds, designed to offer investors some liquidity in otherwise illiquid assets, are being …