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 …

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 …

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, …

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 …

Although actively managed ETFs continue to expand, several Dutch banks, including Rabobank and ING, have yet to incorporate them into their offerings, and pension funds are similarly cautious. The long-term value they offer compared to passive strategies …

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 …

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 …

Le week-end dernier, cela faisait deux ans déjà que le marché des actions est orienté à la hausse. Depuis son point bas du 12 octobre 2022, l’indice mondial MSCI All Countries a grimpé d’environ 50 %, le S&P 500 a progressé de 75 % et le Nasdaq a doublé – …

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 …

Maud Reinalter était l’invitée spéciale du premier Networking Lunch exclusivement féminin organisé par la CFA Society Belgium. L’occasion de faire un point avec Investment Officer sur la place des femmes dans la finance. Sur les 410 membres de la CFA …

Fund Radar: India's weight in EMD indices increases

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

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

Transfer Thursday: State Street, Clearwater, Axa IM

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

Unreliable data could turn AI dreams into costly nightmares

Bonds return as an anchor in the portfolio

Longue vie au marché haussier !

Evergreen funds offer flexibility - but at what cost?

« Les femmes doivent faire sauter les barrières qu’elles se mettent elles-mêmes »