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EY Luxembourg committed to demerger as vote is delayed

A decision by consultancy EY to split its business into separate entities for audit services and management consultancy has been pushed back to later this year because of the “complexity” of Project Everest, as the plan is internally known.

EY Luxembourg said it remains committed to the ambitious plan.

Maxime Carmignac wants no fights over gender diversity

The lack of transparency in sustainability legislation and poor corporate disclosure does not mean that we should not strive for sustainable investing and for more inclusion and gender equality in the asset management industry, argues Maxime Carmignac, managing director of Carmignac UK.

Carmignac is a privately-owned French asset management firm with some 32 billion euro in assets under management. The investment firm, founded in 1998, has had a presence also in Luxembourg since 1999.

Luxembourg jobs at risk as Nordea, M&G plan layoffs

Nordea and M&G on Thursday said they intend to cut jobs because the asset management industry is facing difficult market conditions. Both firms have a significant presence in Luxembourg. “The reason for the adjustment is the need to adapt to the market environment, because macroeconomic uncertainty remains high, and the asset management industry is facing significant mid-term uncertainty and volatility,” Nordea said.

Top 5 Southeast Asia stocks: No. 1 shuns Vietnam

Despite the veritable stock market crash in Vietnam last year, Southeast Asian equities kept their heads above water. This was mainly due to the positive performance of Thai and Indonesian stocks. For future performance, eyes are on the direction of the dollar, the positioning of global investors, as well as the global economic outlook.

‘Equities are a lost cause. Don’t trust this rally.’

While interest rates in the bond market are rising uninhibitedly, the stock market may be in a dead-cat bounce, or a “sucker-rally”. Some market specialists do not trust the rally and declare equities “a lost cause”. In terms of allocations, the traditional appeal of a 60-40 portfolio appears to make a comeback now that the ‘earnings yield spread’ between stocks and bonds is narrowing.

Robeco takes Morningstar awards for best asset manager

Asset manager Robeco on Wednesday won the award for best asset manager in Morningstar’s Luxembourg Awards for Investing Excellence in 2023. The firm also won the new award as best asset manager in sustainable investing.

Dutch-based Robeco, with assets under management of approximately 200 billion euro, since 2016 is fully owned by Japanese financial services conglomerate Orix. With its awards Robeco beat competition Vanguard, J O Hambro, BNP Paribas and Candriam.