Asset Owner

High-yield bonds remain in demand among investors whose main focus is on absolute returns, this week’s Morningstar Fund Radar shows.

The celebration of the 20th anniversary of the Sicar structure, Luxembourg’s first private markets fund vehicle, has underlined the need for further reforms in Luxembourg and its globally envied fund management sector.

This week’s overview of transfers, appointments, promotions and other career news includes updates from Luxembourg supervisor CSSF, Apex Group and Capital Group.

Trump’s pick of James David Vance, better known as J.D. Vance, as vice-presidential candidate markets a firm shift.

European institutional investors wishing to capitalize on anticipated rate cuts by the Federal Reserve are turning to curve steepeners.

Geopolitical tensions, inflation uncertainties, and high equity market valuations are driving a trend towards investing in gold.

Economists at the International Monetary Fund (IMF) assert that Europeans invest insufficiently in venture capital.

High valuations and geopolitical risks indicate potential overheating and future uncertainties. Europe, with its heavy dependence on third-party suppliers for essential goods and raw materials, finds itself particularly vulnerable. The pressing question: Can Europe sustain its economic power and prosperity while effectively merging ambitious climate policies with a resilient industrial sector?

Emerging market debt investors believe that the overvaluation of the US dollar is at relatively extreme levels, while growth in emerging markets is higher than in more developed markets.

Sebastiaan Hooghiemstra at Loyens & Loeff reviews the opinion tabled by the EU’s supervisory agencies on SFDR as a possible labelling regime, and finds that the question on whether “Article 8” and “Article 9” products should be abolished, is not yet off the table.