Capita Group | Whatever happened to the recession - and does it matter for bonds?
Despite interest rates being hiked to their highest level since the mid-2000s and a mini crisis in the US banking sector, a recession has, so far, been avoided.
ETFs for higher-yielding alternatives to traditional fixed income exposures
Fixed income yields have risen substantially since central banks began acting to combat inflation. Here are some alternative, potentially higher yielding or higher quality opportunities, that you can access with ETFs.
Transfer Thursday: Alumia, WMP, Newton
This week’s overview of transfers, appointments and promotions includes updates from Alumia, Wealth Management Partners and Newton Investment Management.
Bond market revival brings back the vigilantes
Bonds are now recognised as a legitimate investment alternative, long overdue for acknowledgment. Peter De Coensel, CEO of Degroof Petercam Asset Management (DPAM) since 2021 and a seasoned bond market specialist, discusses this resurgence in value.
De Coensel highlights a dramatic shift in bond markets, noting a return to valuations not seen in nearly two decades, occurring in three distinct phases.
iShares leads in ETF sales, ahead of Amundi, Vanguard
BlackRock’s iShares topped the charts as the best-selling ETF promoter in Europe for October, outpacing Amundi and Vanguard, according to recent data from LSEG Lipper. Bond funds have become the most popular ETF category this year by a significant margin.
Luxembourg’s FIU grapples with spike in AML reports
Luxembourg, a hub for global finance, has seen a significant uptick in alerts on questionable transactions that could signal money laundering or even finance terrorism.
Schroders : How does climate change affect insurance-linked securities?
Schroders : How does climate change affect insurance-linked securities?
Make America Great Again 2.0
In a thought-provoking piece from May 2018, I penned a commentary here titled ‘Make America Great Again’, promptly re-titled by the editor to ‘Rabobank: Trump is good for economy and stock market’. Reflecting on it now, I am mostly financially appreciative. To clarify, today’s discourse is not about Amazonian deforestation but Donald Trump once more.
Single click compliance: APIs can ease the reporting burden
The future of supervisory reporting by investment funds - Luxembourg is home to some 14,000 of them - is embedded into a firm’s technology infrastructure.
One example of this development is taking shape in Luxembourg, where a local data firm that was acquired by a London-based fund data specialist last year is building a one-stop solution that lets fund managers track the distribution of their funds in multiple countries and report to the relevant supervisors by pressing a single button.
Luxembourg Ucits count declines to 10,565 funds
The Luxembourg Ucits market, a cornerstone of the European investment landscape, demonstrated both its strength and vulnerability in the face of 2022’s economic turbulence, with fund managers navigating increased market and credit risks, while maintaining prudent leverage and liquidity management.