Schroders Capital defends continuation funds against mounting criticism
Against a wave of skepticism, Schroders is one of the few large firms openly championing continuation funds. Nils Rode, chief investment officer at Schroders Capital, argues the criticism is overblown. The funds, he says, typically offer about 25 percent faster liquidity, more predictable returns, and fees that are roughly half those of traditional buyouts.
ABN Amro charts new course in wealth management
ABN Amro is set to personalize wealth management for private banking clients. Starting in October, clients with managed portfolios will allocate 10 percent of their portfolio to at least three self-selected themes. To achieve this, the bank invests in structured products, ensuring that a client cannot lose more than 5 percent of their investment per theme.
Chart of the week: ‘Les problèmes’
Lovely vacation or not, some things never change. Like the seemingly endless task of filling lunch boxes for school kids. But also, France’s political instability never ends. The simple reason is that the underlying problem—its budget mess—can no longer be cleaned up.
Investing in the US or in Asia?
Wie instapte na de aankondiging van de Amerikaanse importheffingen (2 april), behaalde bijna 30 procent. Hoe moet het nu verder en waar te beleggen?
Alto! Amundi casts a European spell on Aladdin
Amundi COO Guillaume Lesage, in an interview, reveals how Alto is trying to break Aladdin’s spell, offering a European SaaS alternative in portfolio management tech.
Bleak half-year: private equity hits its limits
Far fewer deals, much less fresh capital: private equity managers have had a particularly hard time in recent months. A shake-out seems likely, specialists believe. The sector has run into its limits.
Transfers: Partners Group, PWC, Bankers Trust, FNZ
This week’s international overview of people transfers and appointments includes updates from Partners Group, PWC Luxembourg and the Bankers Investment Trust.
CSSF tightens stance with sharp rise in sanctions
Luxembourg’s financial regulator, the Commission de Surveillance du Secteur Financier (CSSF), has published its 2024 annual report, and the message is clear: the fight against money laundering and terrorist financing (AML/CFT) remains at the heart of its mandate.
Work ennobles (less and less)
What impact will AI have on the number of jobs, efficiency, and profits of publicly traded companies? It is important to distinguish between the short and the long term.
AI infrastructure spending boom raises questions on valuations
Artificial intelligence is still at the beginning of its growth curve, but both the infrastructure and the valuations behind the boom show signs of strain. For investors, the opportunity is undeniable, yet so are the risks.