ESG debate at Natixis IM shows drift between Texas and Paris
While ESG may be politically sensitive, Invesco reports that inflows continue to build. Natixis IM’s US Media Summit in New York showed just how sharply opinions on the theme diverge across the Atlantic.
Rally in passive investing largely bypasses family offices
Buy-and-hold and active management remain the preferred investment strategies among family offices in the Benelux. More than half of their portfolios are allocated to private equity and listed equities.
InsingerGilissen is a driving force behind Quintet’s growth plans
InsingerGilissen CEO Martijn Storsbergen discusses how the Dutch private bank is positioning itself within the Quintet group, arguing that a strong parent company and scale have become essential in today’s private banking landscape.
Manager selection: is it alpha or beta?
With the pullback of the dollar and the decline in (short-term) interest rates this year, emerging markets have finally come back into favor. Well below the radar, however, frontier markets have already enjoyed growing popularity among a select audience for some time.
In Liechtenstein, VanEck shapes tomorrow’s fund management
In 2020, VanEck chose Liechtenstein to lay the foundation for its first crypto investments. Since then, the crypto team has expanded significantly. According to VanEck, this is a preview of what the future of fund management may look like.
Bond Allocation: still relevant in today’s market environment?
Written by Aurore Lecrom, High Yield Portfolio Manager at La Française Asset Management
Europe’s fund market faces a major shake-up under SFDR 2
Europe’s fund market is on the brink of a major reshuffle. Under SFDR 2.0, the European Commission’s revised sustainability rulebook, non-sustainable Article 6 funds are set to become the dominant category at the expense of the most popular sustainability category, Article 8.
Quiet shifts, lasting impact: Opportunities in Japanese small-caps
In Japanese small-caps some changes may not be making headlines, but are reshaping the opportunity set for patient investors.
Office REITs at historical high discount : structural shift or market mispricing?
Since the end of the Covid-19 pandemic, office Real Estate companies have continued to struggle on the stock market. They are underperforming the Eurozone Real Estate index across all sectors.
Chart of the week: the unfair fight of stablecoins
The ECB has given stablecoins a place in its Financial Stability Review. In a report containing the term stability assessment, you would expect the focus to be mainly on risks, but even then the ECB’s approach is striking. The unapologetic desire to favor the traditional banking sector is more than telling.