Dans la lutte sans fin contre le greenwashing , l’Autorité européenne des marchés financiers ( AEMF ) a franchi une nouvelle étape en publiant, le 21 août 2024, ses nouvelles orientations sur les noms de fonds utilisant des termes liés à l’ ESG ou à la …

US growth stocks had an excellent year in 2023. Although the Magnificent Seven pulled the cart, they were certainly not the only stocks to record a strong performance. And yet, despite the magnificent returns, investors seem wary and are now withdrawing …

This week’s overview of transfers, appointments, promotions and other career news in the international fund and asset management community includes updates from Bank Lombard Odier, European Depositary Bank and Blackrock. Frédéric Praz Frédéric Praz …

M&G, a UK-based asset management and insurance firm that serves the European market from Luxembourg, posted lower first-half 2024 results on Wednesday, revealing a mixed financial performance and significant net client outflows. Despite efforts to …

Partners Group, the Swiss-based private markets investment firm that is also a major player in Luxembourg, has reported a significant decline in performance fees for the first half of 2024 because investment exits are being postponed and becoming more …

The Securities and Exchange Commission (SEC) has introduced new regulations requiring fund managers to disclose their investment holdings on a monthly basis, replacing the current quarterly reporting schedule. Under these new rules, registered investment …

Index rules and procedures can create a significant divergence between overall market performance and the returns that investors in index funds actually receive. According to researchers at Dimensional, managers of passive funds should conduct more …

Technological dominance is the new geopolitical battleground. Companies and countries alike must embrace artificial intelligence if they don't want to be left behind. Baillie Gifford and Blackrock warn that those who don't act quickly will face …

It might seem like Europe has its financial house in better order than the United States. But hold on a moment — this might just be an optical illusion! At first glance, the numbers seem to paint a rosy picture for the eurozone. In the first quarter of …

Les spreads des obligations d’entreprises sont actuellement très faibles et leur performance dépendra donc grandement de la concrétisation du scénario d’atterrissage en douceur. L’histoire récente nous montre toutefois que les écarts peuvent doubler en un …

Qu’y a-t-il dans le nom (d’un fonds) ?

Fund Radar: US growth stock funds out of favour

Transfer Thursday: Lombard Odier, EDB, Blackrock

M&G faces significant net client outflows in first half

Exit markets in private equity remain difficult, says Partners

SEC orders monthly portfolio disclosures for US funds

Index funds: Bridging the gap between performance and returns

Alchemy of algorithms stirs up markets and power dynamics

Is the Eurozone really outperforming the U.S. on debt? Not so fast!

Fund Radar : les obligations d’entreprises attrayantes, prisées mais onéreuses