2180 résultats pour ""
Date
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3 juillet 2020
Répartition des actifs,Investissement

'Recovery fund gamechanger for European equities'

Agreement on the European coronavirus recovery fund could be a "gamechanger" for the European Union, according to Vincent Juvyns (photo). It’s his main reason to be a bit more positive about European stocks again. The Global Market Strategist at JP Morgan …
2 juillet 2020
Asset Managers

State Street survey finds return of investor optimism

Most institutional investors expect there to be minimal impact on their business from the coronavirus crisis, even though three in ten say their daily investment-related operations were disrupted by the volatility. These are the key findings of State …
2 juillet 2020
Banques privées

Quintet to centralise operations in Luxembourg

Quintet Private Bank is planning to merge its European subsidiaries into one business unit based in Luxembourg. Approval has been requested from local supervisory authorities. Subsidiaries such as Puilaetco in Belgium, Merck Fink in Germany and …
29 juin 2020
Asset Managers,Produits

Candriam lance un fonds axé sur l'économie circulaire

Avec le fonds SRI Equity Circular Economy, le gestionnaire d'actifs belge Candriam lance un nouveau fonds axé sur l'investissement d'impact. Le lancement intervient exactement un an après le lancement du fonds Climate Action. Le fonds se concentrera sur …
29 juin 2020
Répartition des actifs,Opinion

L'or: valorisable ou relique barbare ?

L'or augmente discrètement, mais de nombreux observateurs du marché restent sceptiques face à ce ‘stealth bull market’, qui a tout de même débuté dès 2001. Cela est principalement dû au fait qu'ils partent du principe que l'or ne peut être valorisé. Quod …
25 juin 2020
Répartition des actifs,Investissement

Skagen Global: Outperformance despite tech underweight

Skagen Global remains an outlier among global equity funds. The fund shuns most big American technology stocks. ‘The valuations are still unjustifiable for us,' says manager Knut Gezelius who, despite this underweight to big tech, still managed to beat …
23 juin 2020
Administration d’actifs

‘Virus to drive AGM reform’

Annual general meetings moving online is an example of how the coronavirus could change the way businesses function. The Institut Luxembourgeois des Administrateurs (ILA), the country’s director’s association, saw a 20% increase in participation after …
22 juin 2020
Répartition des actifs,Investissement

Why factor investing keeps disappointing

Due to a sustained period of underperformance, investors are increasingly questioning the validity of factor investing. Georg Elsaesser, Portfolio Manager Quantitative Investment at Invesco, has a simple explanation for the underperformance, and is not …
18 juin 2020

ESG and value funds launched in wake of pandemic

Vanguard and UBS have launched ESG funds, taking advantage of the increased popularity of sustainable investing in the wake of the coronavirus pandemic. Orchard Capital Management, by contrast, sees the deep unpopularity of value stocks as the perfect …
17 juin 2020
Répartition des actifs,Investissement

Is private asset optimism justified?

Despite the profound economic shock that continues to play out, global investors in private assets appear to be quietly confident that this is a major but temporary setback. Two players in Luxembourg's financial sector share this cautious optimism as they …