Loyens & Loeff: why the Eltif label matters for the Solvency 2 LTE module

The Eltif label is emerging as more than a regulatory badge. Under Europe’s revised Solvency 2 regime, it is becoming the most reliable route for insurers to secure and retain lower capital charges in private markets, say Sebastiaan Hooghiemstra, Juliane Hurter and Daan Maas of Loyens & Loeff.

Volatiele assets terug als diversificatie in een wereld van crises

Geopolitieke onrust dwingt beleggers hun portefeuilles te herzien. Waar obligaties aan kracht verliezen, keren volatiele beleggingscategorieën terug als alternatief voor diversificatie, zegt Jitzes Noorman, gedelegeerd CIO en beleggingsstrateeg bij Columbia Threadneedle Investments.

When your boss takes away your work-from-home day, your numbers get better

Imagine this: your boss can see exactly when you’re sitting at your desk, what time you arrive, what time you leave, and when you take lunch. It almost sounds like a nightmare from a dystopian novel, but for 300 equity analysts, this was daily reality between 2017 and 2021.

Private equity’s pay machine becomes a governance test

The fees private equity managers earn on successful deals are no longer just a matter of compensation. For the pension funds and insurers that bankroll the industry, the way those payouts are calculated has become a test of governance, and an increasingly important influence on where capital flows next.

With Buffett gone, Berkshire is becoming truly Buffettian

Every May, a ritual unfolds in Omaha, Nebraska that I have never quite understood. Thousands of investors fly to a shareholder meeting in the middle of the American Midwest to hear a wise old man explain that smart investors can probably find better uses for their money than flying to shareholder meetings in the middle of the American Midwest.

Morningstar: Blackrock versus JP Morgan in EUR Moderate Allocation – global

Active asset allocation is a double-edged sword. Executed well, tactical shifts can generate alpha and differentiate from the benchmark. The trade-off is greater complexity, with more moving parts and higher demands on skill and discipline. Investors should also assess the costs of tactical allocation.