AXA IM: Dr. Ana Queiros wins the 2022 AXA IM Research Award
Dr. Ana Queiros wins the 2022 AXA IM Research Award for blue carbon as a Nature-Based Solution.
Morningstar Top-5: lowest-rated high yield funds
High-yield bonds are not equal. In the US market this year, the difference in spreads between bonds with credit ratings of CCC and below versus BBs rose from 4.6 percent to 9 percent.
New valuation association is a big deal for private equity
The new Luxembourg Valuation Associations Professionals, or LVPA, launched this week. It’s a boost to the grand duchy’s reputation as a private equity powerhouse, demonstrating that we have outgrown the early days of “let’s figure out what’s going on here”, and want to live up to the high expectations of the international investor community, writes Nic Müller, CEO of Avega Capital Management SA.
Aegon AM: Global Outlook Webinar - Uncertainty creates opportunity
To many investors, this year will have felt like a rollercoaster. Several major developments have impacted the world economy, and in response, financial markets have reacted fiercely by repricing asset markets.
Fidelity: hub position Luxembourg further strengthened
All of Fidelity International’s sales offices are now supported from Luxembourg, which has a “hub” function in the asset manager’s organisation. A new reorganisation was implemented this year.
This is confirmed by Sanela Kevric, who has been head of the Benelux region since 2022. She said she is supported by two experienced sales directors based in Brussels and Amsterdam, and by a marketing team and sales support. The Benelux remains one of Fidelity’s strategic markets, she said.
Forward-looking ESG analysis key for creating trust
With the prominent focus on ESG, asset managers find themselves in a challenging position: On the one hand, they rely increasingly on ESG ratings, not only for meeting regulations but also for establishing trust and satisfying the growing customer demand for sustainable products. On the other hand, ratings based on the evaluation of past data can always only be retrospective. Real-time signals and their impact on a company’s sustainability cannot be considered.
Morgan Stanley IM: Energy Crisis: The Power of Positioning
The energy crisis is having differing impacts on net energy importers and exporters. We discuss the implications for currencies, bonds and tactical positioning.
Europe remains addicted to debt as CMU fails to deliver
A widening equity gap and a subdued securitisation market are clear signs that the European Union is failing to deliver on its ambitious Capital Markets Union plan to boost the popularity of risk capital and financial markets, a fresh industry report warned on Thursday.
Olivier Brouwers appointed as CEO at Amundi Belgium
Europe’s largest asset manager Amundi has appointed Olivier Brouwers as its chief executive officer in Belgium. In this role, Brouwers will also be responsible for Amundi’s business development in Luxembourg.