Luxembourg Gare: Three nails in the coffin
On September 23rd, residents of the Gare district protested against the escalating levels of insecurity in their neighbourhood. While residents bear the brunt, asset managers, their clients, and employees are also affected by the increasing anti-social behaviour in the area.
Do the risks still outweigh the opportunities in China?
China, once a beacon for investors, is facing unprecedented challenges, leaving institutional portfolio managers worldwide questioning its investability. ‘A valid concern, but the question whether or not China is still investable is too complex for a simple yes or no.’
That’s according to Arthur Kroeber, founder of Gavekal Dragonomics, an independent research firm specializing in the economics, politics, and social issues of China.
Nordea AM : Negotiating today’s bitter-sweet credit conundrum
High yield is understandably a primary area of focus for investors today, as yields on sub-investment grade credit remain elevated following the significant spike during 2022—EU HY has seen yields are sitting between 7-8% as of end Sept 2023.
Finance Ministry: Gilles Roth exits from the shadows
Luxembourg lawyer Gilles Roth has been waiting patiently to take up the position of finance minister since his party was pushed out of office in 2013.
Strategic shift at Leo Stevens as Vlayen takes 47.5% stake
Belgian investor Frank Vlayen has taken a 47.5 percent stake in Antwerp-based Leo Stevens Private Banking. CEO Ive Mertens believes this deal will solidify the stockbroking firm’s independent trajectory.
Fund houses bet on ETFs as future of investing
Fund managers are beefing up their exchange-traded fund (ETF) ranges, to judge from a recent flurry of product launches. Luxembourg’s fund industry faces a dual threat: these ETFs launched in Ireland and are taking market share from traditional Ucits mutual funds, its core product.
Both Paris-based AXA Investment Management and Boston-based Fidelity Investments have recently launched products offering active management and research at a lower cost.
Inflation, AI in focus at IO Outlook Amsterdam event
Investment Officer is organising an event on 30 November at the H’ART Museum in Amsterdam to look ahead to 2024. The event will cover topics such as economic growth, inflation, and the role of artificial intelligence in the financial sector.
PGIM Investments: The bull case for bonds
While market uncertainty remains, the risk-adjusted returns for bonds are relatively attractive. Hear PGIM Fixed Income’s Greg Peters discuss potential macro scenarios and why he remains bullish on fixed income.
Euphoria!
Let me begin by stating my agreement that the Federal Reserve is unlikely to raise interest rates imminently. However, basing this expectation solely on the latest inflation figures seems overly optimistic. The recent data, after all, were not exceptionally positive.
Beama’s new chief advocates clarity in ESG funds
Koen Van de Maele, the new president of the Belgian Asset Manager Association, or Beama, began his career at what is now Candriam. He shared his views on the evolving sector of sustainable fund management.