Revolution too soon? Luxembourg struggles to adapt to open finance
As Luxembourg’s financial ecosystem adjusts to the open finance revolution, wealth and asset managers must navigate a range of hurdles to stay competitive.
China’s market rally stalls as stimulus disappoints
After an initial surge following the reopening of China’s stock exchanges, investor enthusiasm quickly evaporated as hopes for detailed stimulus measures from Beijing fell short.
The rise of continuation funds
secondary transactions have grown significantly providing liquidity to long-term illiquid asset classes. Indeed, despite private fund-raising contraction, across the private market, secondaries fundraising almost doubled in 2023. In 2024, it is expected that the global secondary private market will reach approximately 140 billion dollars in size.
Investing in transition?
The regulations surrounding the European sustainable finance package seem to have entered somewhat calmer waters for now. Nevertheless, the topic of transition financing and transition investing remains relevant, especially as there is a need for clear frameworks and definitions.
Longeval's view: CBDCs threaten western democracy
Investment Officer, once in a while, has a conversation with investment expert Jan Longeval to discuss his views on economic and financial developments. This time, he warns about the risks of Central Bank Digital Currencies, or CBDCs.
Fund Radar: a turbulent third quarter globally
From depressed to euphoric. The mood of global stock markets could change rapidly during the third quarter of 2024. To navigate through such volatile market conditions, investors need a long-term vision, patience, and perspective.
Social impact, greenwashing among key focal areas for LuxFLAG’s LSIW24
In advance of LuxFlag’s Sustainable Investment Week (LSIW24), which will take place on October 22 and 23, CEO Isabelle Delas discusses the hot topics and challenges in sustainable investing and what’s on the labeling agency’s agenda heading into 2025.
European fund houses rush to acquire PE firms in ‘existential battle’
The rapidly declining profitability of traditional asset management is driving European fund houses to accelerate their pursuit of smaller players, with private equity firms becoming key targets in a wave of consolidation.
Post-crisis regulation fuels ABS valuation
European asset-backed securities (ABS) are trading at historically attractive levels compared to similarly-rated corporate and government bonds, paradoxically because many see these instruments in connection with the 2008 financial crisis, explained Matthew Wardle, who makes the case for investment-grade structured credit in his role as M&G’s ABS portfolio manager.
The WFH Struggle of Benny Bürocratie
Benny Bürocratie is exasperated as his wife drops him off at the Trier bus station. His daughter has been rehearsing for months for today’s school play. Fortunately, his wife can attend and record the event, but Benny has to be in the office.