Morgan Stanley: One Step Forward, Two Steps Back
Massive strides have been made in the development and delivery of personalised medicine – but can it bolster the compounding potential of high quality companies? The International Equity Team’s Helena Miles investigates.
Climate Change: How investors can help deliver a Just Transition
The concept of a Just Transition is not new. US labour leaders noted the conflict between jobs and the environment as far back as the early 1990s, but it has gained momentum in recent years.
Chart of the week: A sudden halt to spending
German consumer confidence has fallen to its lowest level ever, it became clear last week. Never before have German consumers been so negative about the economy and their financial prospects. And Germany is not alone.
Far from it. In the United States, the United Kingdom and the Netherlands too, consumer confidence recently reached an all-time low. The extremely negative sentiment among consumers is a global phenomenon caused by another global phenomenon: extremely high inflation.
PGIM Investments: A Fresh Look at Hedge Funds
Dr. Sushil Wadhwani, CIO of PGIM Wadhwani, joined Mercer’s Deborah Wardle and Dave McMillan to discuss the historic challenges of today’s macro landscape and whether we are seeing a comeback for hedge funds.
Grow to fight climate crisis
More economic growth means more population growth, according to Thomas Malthus. The demographer and preacher believed that food production is linear and population growth exponential, and as such are the limits to growth. An overpopulated society leads to famines. Epidemics and wars were insufficient to control the growing population, according to Malthus.
‘Lack of taxonomy harmonisation leads to fragmentation’
The sustainable fund market in Luxembourg and other European fund domiciles has continued its strong growth of recent years, but the short-term impact of the Ukraine war has already disrupted the move to a green future. Still, positive developments are expected in the longer term. The latest updates were set out in the 2022 edition of the European Sustainable Investment Funds Study by Zeb and Morningstar on behalf of the Association of the Luxembourg Fund Industry.
Efama calls for tax action to shield savers from inflation
Europe’s asset management industry on Wednesday called on governments across Europe to take additional actions such as introducing new tax incentives to protect retail investors and savers against inflation.
Wider access to private equity for HNWIs not without risk
Private Equity in the coming years is set to attract a wider range of investors, in particular those who are considered High Net Worth Individuals. But the expansion of what still largely is seen as a private club does not come without risk, a conference organised by the Luxembourg Private Equity Association has heard.
Post-Brexit financial boom in Luxembourg is over, EY says
Luxembourg’s post-Brexit boom in financial sector relocations and foreign direct investment is over, according to an EY study on the Grand Duchy’s attractiveness that was released on Tuesday.
Carbon emission funds ‘look comfortable’ for next decade
While most asset classes are recording double-digit losses this year, one corner of the market is holding its own: European emission rights. Global ETF provider KraneShares sees its carbon allowance ETF stand year-to-date at a positive 0.26 percent.