1944 résultats pour ""
Date
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11 septembre 2020
Répartition des actifs

Analysis: the end of the short-sellers?

Have hedge fund managers just lost it? More and more leading managers are returning assets to their clients. The reason is the melt-up of the market, making it ever harder for short-sellers to identify profitable trades. For example, this summer John …
10 septembre 2020

‘ESG integration is easier for long/short managers’

BNP Paribas Asset Management recently launched a long-short strategy aimed at companies related to the energy transition. Portfolio manager Edward Lees (photo) explains how the fund is putting pressure on non-sustainable companies and thus achieve a …
10 septembre 2020
Répartition des actifs,Investissement

Inflation: to be or not to be?

After the relaxation of the inflation target by the Fed, investment experts are rushing to predict a sustained rise in inflation. But for now, there’s no sign of inflation at all. Last week it even turned out that, for the first time since 2016, price …
10 septembre 2020

AIFMD reform is taking shape

The potential shape of the upcoming reform of the Alternative Investment Fund Managers Directive (AIFMD) became clearer this summer. The 18 August letter from Esma to the European Commission gave some strong hints on the outlook for this key text for …
4 septembre 2020
Nominations

Transfers: Fundsquare, Luxembourg Stock Exchange, Intertrust

Fundsquare, a subsidiary of the Luxembourg Stock Exchange that provides services to support and standardise cross-border distribution of investment funds, has made two leadership appointments. It’s parent company the Luxembourg Stock Exchange has …
3 septembre 2020

Is Luxembourg ready for the post-Covid era?

While slowly getting back to normal, the priority of the country’s fund industry should be to review their operating models and reassess their risk, KPMG partners Ravi Beegun (pictured) and Alan Picone suggest. Meanwhile, asset managers should focus on …
2 septembre 2020

Alfi asks for delay to sustainability disclosure rules

Alfi has asked the European Commission to delay the implementation of new rules on the disclosure of the sustainability of investments by 9 months to 1 January 2022. According to the regulation on sustainability-related disclosures, which is supposed to …
1 septembre 2020
Répartition des actifs,Investissement

« L'épargnant est de nouveau perdant : achetez des actifs réels ! »

Jeudi dernier, la Fed a opéré un important revirement de sa politique monétaire : un taux d'inflation moyen de 2 % est désormais l'objectif visé. Cela change énormément la donne pour les investisseurs et les allocateurs d'actifs, déclare Philippe Gijsels, …
28 août 2020
Asset Managers

Nordea Emerging Stars emerges unscathed from corona crisis

The Nordea Emerging Starts Fund has managed to achieve a year-to-date return of more than 12% this year. This contrasts strongly with the -5% return of the MSCI Emerging Markets Net Return Index (USD), the fund's reference index. The fund’s manager …
27 août 2020

Un 'everything bubble' ?

Les bulles sur les marchés financiers sont assez concentrées, écrivions-nous récemment. Cependant, de plus en plus de segments indiquent une surchauffe. Les obligations d'État, en revanche, sont en désaccord total avec les marchés actions.  Un exemple …