High-yield senior loans gain traction despite niche status
Senior loans, currently the highest-yielding bonds, witness substantial inflows in tracker funds.
Luxembourg Sicavs eligible for Belgian tax treaty
What for decades proved a disadvantage for the Luxembourg fund industry is now quietly becoming an advantage: Luxembourg investment companies can invoke the double taxation treaty with Belgium.
Investors seek uniformity in the ESG data maze
Sustainability data has emerged as a vital component for investors, but they grapple with a plethora of providers and inconsistent standards. How can this disjointed landscape be streamlined for clarity and coherence?
Japanese stocks outshine, yet global investors hesitate
Despite posting impressive gains in 2023, Japanese equities seem under-appreciated among global investors. What’s behind this discrepancy in the world’s third-largest economy?
PGIM Investments: The Silicon Valley bus tour
Mark Baribeau, Head of Global Equity at Jennison Associates, recounts a research bus tour to Silicon Valley last year when conversations with tech CEOs about the importance of AI convinced him to double down on the theme.
Yield curve points to US labour market storm
The chart making waves on social media isn’t getting attention without reason. It suggests that the real turmoil in the US labour market kicks in only after the yield curve has been inverted for over a year. Investors might be celebrating a soft landing prematurely.
Contours of SFDR 2.0 are gradually emerging
Though the EU consultation of the much-debated Sustainable Finance Disclosure Regulation is set to conclude only in December, the outlines of what will be termed as SFDR 2.0 are gradually emerging.
Despite real estate draw, athletes urged to diversify
Real estate dominates the investment portfolios of top athletes, especially footballers, but experts caution on the risks and stress diversification.
Capital Group | Global investment grade corporate bonds: a sector for all seasons
The global investment grade corporate bond universe is very diverse. This diversity provides fertile ground for a well-resourced asset manager to consistently add value to sector returns over a market cycle.
Luxembourg, Caymans top fund domiciles in private debt
Luxembourg and the Cayman Islands are the two most popular fund domiciles for private credit fund managers, according to research by the Alternative Credit Council and law firm Dechert LLP. The Luxembourg Reserved Alternative Investment Fund (Raif) emerged as the preferred vehicle to invest in EU-based private credit assets.