Asset Manager

The outperformance of private equity should be nuanced, says investment expert Jan Longeval. “But it offers an important advantage that is rarely highlighted.”

The Dutch regulator the Authority for the Financial Markets (AFM) has investigated managers who make use of an exception to the licensing obligation in the Dutch Financial Supervision Act (Wft) and only fall within the ambit of a registration obligation. These are the “small” managers (the “light managers”).

At an Amsterdam panel discussion on Friday hosted by Morningstar, industry experts delved into the complexities of integrating human rights considerations into investment decisions and engagement strategies.

The Republicans won the popular vote, regained control of the Senate, and are nearing a majority in the House of Representatives. This is bad news for Fed Chairman Jerome Powell, with whom Donald Trump has a score to settle.

Believe it or not, Donald Trump’s return to the White House might just be good news for Europe’s fixed income markets. While U.S. investors brace for renewed protectionism and inflation risks, Europe’s debt landscape is showing signs of resilience—possibly even appeal.

Western carmakers have weathered competition from Japanese and South Korean newcomers in the past. Yet, according to investors, not all will survive the current upheaval, as reflected by the depressed valuations of some legacy automakers.

The election of Donald Trump as President of the United States brings a range of uncertainties. Only once more clarity emerges about the course that will be taken on key issues will the full impact of this election result on the U.S. economy, international trade, and geopolitical tensions become clear. However, this did not prevent investors in U.S. small-cap stocks from taking a speculative advance on favourable scenarios for them.

The unexpected re-election of Donald Trump as President of the United States delivered an immediate shake-up on Wall Street Wednesday, creating clear winners and losers across sectors. Small-cap stocks surged while renewable energy and long-term bonds took a significant hit, reflecting investor expectations of a shift in economic and regulatory policies.

This week’s overview of transfers and appointments in the fund and asset management community in and outside Luxembourg includes updates from Carmignac, CMS Luxembourg, and Mainstreet Partners.

Martin Groos unpacks the journey of the European Long-Term Investment Fund (Eltif) since its promising launch in 2015, and explores whether recent reforms under “Eltif 2.0” will finally deliver success.