Inside CM-AM Convictions Range: 5 Insights Shaping the Strategy
Andrea Bertocchini, Country Head Benelux & Nordics at Groupe La Française, shares five key insights shaping CM‑AM Convictions Funds Range and explains why it continues to resonate with long‑term allocators
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.
The surge in energy prices has not derailed global economic growth yet
So far, the surge in energy prices following the conflict in Iran has not derailed global economic growth, note Guy Wagner and his team in their latest monthly market report "Highlights".
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.
The price of good governance
Corporate governance is one of those topics investors prefer to push into the background as long as markets are rising. Yet the quality of corporate governance is one of the most decisive factors for the long-term valuation of an equity market.
How AI enters the client meetings
While private banks and asset managers are heavily investing in AI for their own processes, something is also changing on the other side of the table: A client who shows up with six pages of AI-generated advice. “It is now essential for managers and banks to make their advisors highly AI-savvy.”
Buffett steps back as Omaha gathers without him on stage
A group of Belgian investors returned to Omaha, Nebraska, this weekend for Berkshire Hathaway’s annual meeting, but for the first time Warren Buffett was not on stage. The 95-year-old still attended, yet the tone of the “Woodstock of capitalism” has begun to shift.
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.
Dimon: bond markets face forced adjustment as fiscal risks compound
Jamie Dimon, chairman and chief executive officer of JPMorganChase, has warned that global bond markets are heading toward a crisis unless policymakers act before markets force their hand, pointing to a compounding mix of persistent government deficits, geopolitical instability and inflation pressures that sovereign debt has yet to fully price in.