1944 résultats pour ""
Date
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12 octobre 2020
Répartition des actifs,Investissement

‘No need to worry about Chinese debt’

Foreign investors and central banks will continue increasing their allocation to Chinese government bonds. They offer a relatively high yield and are a safe investment, says Freddy Wong, head of Fixed Income Asia-Pacific at Invesco. While China has been …
9 octobre 2020

AIFMD & UCITS reform cloaked in Brexit fog

On-going high-level talk about reform of AIFMD and UCITS is generating nervousness in the European asset management industry. Was the 18 August letter on this topic from ESMA to the European Commission really about seeking to promote efficiency, or is it …
8 octobre 2020
Banques privées

Quintet: «la durabilité devient la norme pour tous nos mandats discrétionnaires»

Selon James Purcell (photo), responsable de la gestion durable au niveau du groupe chez Quintet Private Bank, la gestion durable devient de facto la norme pour tous les mandats de gestion discrétionnaire au sein du groupe. Il se présente comme un partisan …
7 octobre 2020
Répartition des actifs,Investissement

« La valeur des centres commerciaux baisse de 30 à 40 % »

Les évaluations externes des biens immobiliers commerciaux ne sont pas fiables. Nos modèles indiquent des prix considérablement plus bas et donc, des taux d'endettement nettement plus élevés, avertit Egbert Nijmeijer, expert immobilier chez Kempen Capital …
6 octobre 2020

Déconfinement – Entre normalité et répits

Après le redémarrage de l’activité, les sociétés financières luxembourgeoises ont globalement gardé les pratiques qu’elles avaient instaurées durant le confinement. Si celles-ci sont désormais bien ancrées dans les esprits et dans les organisations, des …
5 octobre 2020
Répartition des actifs,Investissement

 Analysis: value traps hold back European equity recovery

 The prices of European banking stocks have fallen to their lowest level in more than 30 years. The banks are weighing on a further recovery of the European indices, which have too few 'asset light' business models. Until 30 September, the return of the …
2 octobre 2020
Répartition des actifs,Investissement

Is the tide turning again for emerging markets?

The weakening dollar has been a boon for emerging market debt in recent months. Spreads have narrowed and inflows quickly turned positive again. However, investors seem to already be looking for the exit again. ‘Our data show that a big risk-off is …
1 octobre 2020

EY: working from home is damaging productivity

Working from home has started to negatively affect productivity, according to Olivier Coekelbergs, the new Country Managing Partner of EY Luxembourg. He tells Investment Officer’s Stephen Evans how he is seeking to address this. ‘Companies are having …
30 septembre 2020

Luxembourg fund assets back at pre-Covid levels

Assets in Luxembourg-domiciled UCIs reached their highest level since January, according to figures published by the CSSF. Total assets rose by 1.72% to reach €4.7 trillion at the end of August. This means assets in Luxembourg-domiciled funds have risen …
29 septembre 2020
Répartition des actifs,Investissement

Robeco: from risk-free returns to return-free risks

Investors should increase risk as some traditional safe havens are losing their shine, Robeco says in its five-year outlook titled 'A Brave Real World'. Investment Officer spoke with Peter van der Welle, strategist in Robeco's Global Macro team, about the …