Active ETFs gain popularity among fund selectors
More than two thirds of fund selectors see active fund management as key to outperforming in the current year, a reflection of its growing importance in uncertain markets, the latest Natixis 2024 Fund Selector Outlook Survey shows.
The survey uncovered a strategic pivot among wealth managers, who over the past decade have largely favoured passively managed index funds. However, 45% of fund selectors attribute the outperformance of passive investments to a decade of artificially low interest rates and minimal inflation, conditions that are changing.
Schroders : Climate change and higher inflation affect 30-year return forecasts
Schroders : Climate change and higher inflation affect 30-year return forecasts
Amundi boosts private markets presence with Alpha Associates
Amundi, Europe’s biggest asset manager, on Wednesday confirmed that it has agreed to acquire Alpha Associates, a Swiss-based specialist firm in private equity, private debt and infrastructure investments, boosting its presence in the European private markets sector. Financial details were not disclosed.
Hopes for real estate sector revival risk disappointment
Those who make money in Luxembourg’s real estate sector are still in shock after the arrival in this country of the long-ago predicted 2023 global real estate correction.
The law of increasing excess returns
The landscape of the technology industry has been dramatically reshaped since the onset of the coronavirus crisis, with big tech companies witnessing their operating profit margins leap from 24 to 29 percent. In stark contrast, other companies have seen a decline of two percentage points in the same period. This trend, far from fostering competition, is solidifying a ‘winner-takes-all’ economy.
‘Outperformance of US equities difficult to maintain’
Experts from Schroders, Robeco, and Franklin Templeton advise maintaining a cautious stance on the valuation of US equities, highlighting that key interest rates are likely to decrease more slowly than market expectations.
Annually, Schroders, Franklin Templeton, and Robeco host their Investment Forum in Brussels. At this event, specialists from these three asset management firms shared their projections for the newly commenced financial year and offered insights on strategic portfolio positioning.
Pictet sees ‘tactical opportunity’ in stocks, Gilts
Pictet Asset Management has shifted its investment strategy, upgrading its allocations to global equities, UK government bonds, and information technology stocks.
This move stems from the firm’s latest Barometer report and reflects confidence in the market despite the backdrop of falling interest rates. This change is driven by a notable slowdown in inflation and consistent economic growth observed at the start of 2024.
Invesco: What’s the outlook for private credit, private equity and real assets?
In each new edition, we look at the outlook for private market assets. In particular, we focus on private credit, private equity, real estate, infrastructure and commodities.
Europe has the same commercial property problems as US
Not only the US commercial real estate market is struggling with historically low prices due to interest rate hikes and the trend of working from home. Europe, too, is in trouble.
Navigating greenwashing and regulatory shifts
A focus on sustainability, digital resilience, and regulatory compliance will significantly influence investment strategies and operations, demanding heightened vigilance and adaptability from global asset managers. As Investment Officer Knowledge Partners, Tom Loonen, Lous Vervuurt and Jan Saalfrank at Pinsent Masons review key developments in Luxembourg and Dutch fund matters.