Quintet: In times of uncertainty, client contact becomes a competitive edge
In times of uncertainty, it is even more crucial to invest in the human connection that is at the heart of private banking, said Stéphane Pardini, CEO of Wealth Management at Quintet Luxembourg, in an interview with Investment Officer.
Blackrock sees no shift in sustainability approach
From the 17th floor of the Rembrandt Tower in Amsterdam, Blackrock has a clear view of a market where scrutiny of its climate strategy is intensifying. Pension funds, policymakers, and activist groups are raising questions about the role of the world’s largest asset manager in the energy transition.
Natixis goes all in on US equities: ‘Fear of stagflation is vastly overstated’
The French asset manager Natixis is strongly in favor of US equities in its asset allocation. Despite the war in Iran and trade tariffs, the outlook for the US economy is actually quite positive, argues chief strategist Mabrouk Chetouane.
Chart of the week: why the bull market isn’t over
With no end to the war with Iran in sight, talk of a recession is resurfacing. Yet other indicators suggest that the bull market is far from over.
Morningstar: Loomis Sayles vs Nordea in European high-yield bond
Geopolitical conflict and renewed inflationary concerns sapped the wind from high-yield sails.
ECB policymakers might need to talk less often
European dependence on fossil fuels poses a risk to price stability. That is according to Frank Elderson, the Dutch member of the Executive Board of the European Central Bank (ECB). Energy shocks, which seem to occur with increasing frequency, are making it ever more difficult for the ECB to keep inflation at 2 percent per year.
Delen streamlines back-office fund management
Delen Private Bank is reorganizing tasks within the group in the areas of delegated portfolio management, fund administration, and custodial services. This is intended to improve efficiency and strengthen governance.
Domestic champions support small caps in a deglobalising world
As geopolitical tensions rise and instability in the Middle East persists, small-cap equities have shown notable resilience. So-called “domestic champions”—companies with dominant positions in their domestic markets—are benefiting from deglobalisation and shorter supply chains, and appear less volatile than their reputation suggests.
Quality Runs Deeper - First Principles, Broader Horizons
The tectonic plates of investment are shifting. Geopolitics, the normalisation of rates, the advent of AI are permanently redrawing the competitive landscape.
‘AI adoption of gives boost to quant investing’
Systematic investment strategies are benefiting from the growing “everyday” use of AI, particularly large language models such as ChatGPT. Partly for this reason, these strategies can now more easily find their way into the wealth segment, observed Adam Riley of Blackrock: “When people use the technology themselves, they better understand its power.”