Fund radar: Sustainable funds and UK stocks out of favour
Despite global securities markets enjoying a robust first half of 2024 and various investment categories capturing the interest of European investors, some segments failed to impress. Which asset classes, investment styles, and regions fell out of favor with investors?
LTPA association aims for transfer pricing excellence
The Luxembourg Transfer Pricing Association brings together 22 specialists dedicated to addressing the evolving complexities of transfer pricing. President Vanessa Ramos Ferrín spoke to Investment Officer.
Transfer Thursday: ING Luxembourg, Vitis Life, DWS, Abrdn
This week’s overview of transfers, appointments, promotions and other career news includes updates from Vitis Life, ING Luxembourg, DWS, and Abrdn.
‘We are in a market where DLR/JPY could move both ways violently’
Ritesh Jain, former chief investment officer for BNP Paribas and Tata and founder at Pinetree Macro, spoke to Investment Officer about Monday’s market crash and highlighted the critical role of BOJ policies
Luxembourg labyrinth: Daisy Mae’s quest to launch a fund
Daisy Mae faces a complex journey launching a railway investment fund in Luxembourg amidst regulatory challenges and tight deadlines.
‘Timing a bull-market correction is pointless’
Few stocks remain untouched in a market correction. An attempt by the editorial team to find out what asset managers are buying during the dip immediately fails: “Timing a bull-market correction is pointless,” they say.
Market carnage: Global stocks plummet amid recession fears
Stock markets worldwide were under pressure on Monday, with the Japanese stock market’s price loss particularly notable. Analysts say many factors are at play. ‘There is no reason to panic, but it is also not a time to buy.’
Unravelling of yen carry trades amplifies market turmoil
The yen carry trade, a longstanding financial strategy of borrowing cheaply in Japan to invest in higher-yield assets abroad, is undergoing a rapid and disruptive unwinding.
Time to question the central bank herd mentality
Central bank analysis rarely goes beyond predicting the timing of the next interest rate step and the total number of interest rate steps that will be implemented over a given period, writes Jeroen Blokland.
Fund Radar: India stands out among emerging markets
This edition of the Morningstar Fund Radar delves into the investment strategies that have caught the attention of European investors and highlights some surprising trends from the first half of the year. India has emerged as a standout among emerging markets.