Fund Radar: High-yield bonds remain popular
High-yield bonds remain in demand among investors whose main focus is on absolute returns, this week’s Morningstar Fund Radar shows.
‘The people who created the Sicar were like startup entrepreneurs’
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.
Transfer Thursday: CSSF, Apex, Capital Group
This week’s overview of transfers, appointments, promotions and other career news includes updates from Luxembourg supervisor CSSF, Apex Group and Capital Group.
JD Vance as the new power player
Trump’s pick of James David Vance, better known as J.D. Vance, as vice-presidential candidate markets a firm shift.
Investors turn to steepeners to capitalize on Fed cuts
European institutional investors wishing to capitalize on anticipated rate cuts by the Federal Reserve are turning to curve steepeners.
Lack of boldness in venture capital is Europe’s ‘costly weakness’
Economists at the International Monetary Fund (IMF) assert that Europeans invest insufficiently in venture capital.
‘Dancing on the volcano - as long as it lasts’
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?
Fund Radar: Currency effects drive returns in EM debt
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.
ESAs support a SFDR 2.0 ‘product labelling regime’
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.
Transfer Thursday: Amundi, GGF, Partners, Citi, KPMG
This week’s overview of transfers, appointments, promotions and other career news includes updates from the Amundi Institute, Partners Group, the Green Growth Fund, Citibank, and KPMG Luxembourg.