Global dividend yields are falling - but not if you know where to look
The Global Dividend category, a well-established segment of over 50 funds focused on dividend investing with over €75bn in assets, has seen a notable change recently.
CSSF urges Luxembourg’s IFMs to strengthen delegation oversight
Luxembourg’s financial regulator CSSF has delivered a sharp warning to the country’s Investment Fund Managers (IFMs) regarding weaknesses in oversight practices when delegating portfolio management. The CSSF’s latest review highlights specific shortcomings, particularly in conflict of interest management and contingency planning, that could expose IFMs to regulatory risk and potential operational failures.
Morningstar: mixed funds with gold exposure
Flexible allocation funds typically have broad latitude to adjust their asset allocation. Additionally, their managers have the freedom to add alternative asset classes to the mix, with gold being a well-known option.
Chart of the week: tariff nonsense!
In our increasingly polarised society, political messages are more frequently being ‘hidden’ within economic analyses. With the US presidential election approaching, the number of these messages is growing, with the truth often bending slightly to accommodate them.
Capital Group | Welcome to the Benjamin Button economy
In the 2008 film, The Curious Case of Benjamin Button, the title character played by Brad Pitt ages in reverse, transitioning over time from an old man to a young child. Oddly enough, I think the US economy is doing something similar.
How a narrow loss for Trump could rock the markets
A narrow victory for Kamala Harris in the U.S. election could stir up significant market turbulence. Trump appears unwilling to concede, and his resistance might disrupt the current rally. It wouldn’t be the first time.
Transfer Thursday: State Street, Vistra, RBC Bluebay
This week’s overview of industry appointments in and outside Luxembourg includes updates from State Street, Vistra, RBC Bluebay Asset Management, and Cyberr.
Fout
As the shift towards passive investing continues to reshape the asset management industry, active managers are exploring new strategies and product formats to maintain their edge. In an interview, Joseph Pinto, CEO of M&G Investments, outlined how the UK-based firm is adapting to the changing landscape.
Active manager M&G seeks new paths to compete with passive
As the shift towards passive investing continues to reshape the asset management industry, active managers are exploring new strategies and product formats to maintain their edge. In an interview, Joseph Pinto, CEO of M&G Investments, outlined how the UK-based firm is adapting to the changing landscape.
NRF: Dora readiness – how to be bound by the impossible
Two months remain before the Digital Operational Resilience Act (Dora) comes fully into force in January 2025. A CSSF survey launched this summer has revealed that the compliance process for most entities is ongoing, but challenges remain regarding resources, dependencies, delays, and contractual negotiations.