AXA IM: Tackle the three main drivers of biodiversity loss with listed equities
Global human population is increasing rapidly. This is in turn driving greater biodiversity loss, as more species are lost due to increased human resource and habitation requirements.
Greenwashing: lessons for investment managers
The road to hell is paved with good intentions. This applies also for well-intended regulations on environmental, social and governance. Because of the growth of ESG-focused investments in recent years, a new problem pops up: the risk of greenwashing.
Can Luxembourg avoid fee cuts?
One of my first lessons in finance was that you cannot consistently outperform the market. When it does occur, it is the result of luck rather than skill. You are better off investing in passively managed funds than those actively run by gurus and clairvoyants.
Family offices plan biggest asset allocation change in ages
Family offices are looking to allocate more assets to fixed income in the coming years, as well as illiquid alternatives such as private equity (secondaries). About a third of wealthy families already invest in digital assets, even if it is usually a very small percentage.
This is according to an analysis of two surveys on the investment plans of family offices. Both Goldman Sachs and UBS recently published results on this.
PGIM Investments: Healthcare opportunities in 2023 and beyond
The healthcare sector is one of dynamism, where global demographic trends, breakthrough drug developments, and M&A activity can offer diverse sources of alpha.
FATF: ‘Luxembourg has a very good idea of what it needs to do’
The world’s top body for the fight against money laundering on Friday said it has found a “high level of technical compliance” with global standards in Luxembourg. The Financial Action Task Force, or FATF still recommended that the Grand Duchy strengthens its measures in certain complex areas, in line with its risk profile as a regional and global financial centre. “Luxembourg has a very good idea of what it needs to do,” said FATF president T. Raja Kumar in response to a question by Investment Officer during a press conference in Paris.
Industry fears ‘suboptimal’ outcome of Mifid review
With a few days to go before crucial EU talks that could lead to major reforms of the Markets in Financial Instruments Directive, known as Mifid, EU asset managers, banks, and brokers are urging policymakers not to succumb to pressure that could lead to “suboptimal outcomes” in the review.
Nordea AM: Diversification flaws to drive demand for alternatives
Investors have encountered experienced several periods of severe market turbulence since the global financial crisis. Fortunately, the sharp drawdowns experienced proved to be temporary, and the bull run for stocks and bonds ultimately resumed.
Capital Group | Mid-Year Outook | Equities | Broader opportunities emerge
Even as the global economic outlook weakens, powerful tailwinds are forming behind certain areas of the equity markets that previously spent many years in the wilderness.
ALFI roadshow in Frankfurt urged to reimagine VUCA
In the face of market volatility, uncertainty, complexity, and ambiguity, a combination popularly referred to as ‘VUCA’, Ingo Mainert, CIO Multi Asset Europe at Allianz Global Investors, urges investors to embrace a fresh interpretation of VUCA: vision, understanding, clarity, and agility.
This perspective came during his keynote speech at Wednesday’s ALFI Roadshow in Frankfurt, a gathering organised by Luxembourg’s 1700-member fund management trade association. The event provided a platform for industry experts to exchange insights on the investment climate and topics pertinent to Luxembourg, attracting roughly 300 delegates.