Warren Buffett's inflation-proof portfolio
Not surprisingly, Berkshire Hathaway has risen 16 percent this year and has outperformed the S&P 500 by 23 percent over the past 12 months. Pricing power is an important criteria for Mr Buffett and Mr Munger in their selection process. Their company in essence is one large investment portfolio, and one that is resilient to increasing inflation.
AXA IM: When it comes to market volatility, sometimes it’s best to stay put
The coronavirus pandemic and the recent escalation of military conflict in Ukraine have caused significant volatility in financial markets. As economies came out of lockdown, many equity indices hit record highs in 2021.
FNZ, Clearstream team up to manage fund distribution info
Wealth management platform FNZ and Clearstream, Deutsche Börse Group’s post-trade services provider, said that they have agreed a strategic partnership that will help asset managers get a better view of information required for the distribution of investment information.
Rising market rates ‘harbinger of misery’
The yield on US 10-year Treasury bonds topped 2.8 percent on Tuesday, the highest point since 2018. The 10-year yield thus technically breaks the downward trend line that dominated the government bond market for the last four decades. “This is a harbinger of misery.”
'Side-pocketing Russian assets requires preparation'
Funds exposed to the Ukraine war have new liquidity management options following the recent publication of the CSSF’s guidance. To understand more about how the market is adapting , particularly during the current annual reporting season, we spoke to Nicolas Hennebert, partner and investment management leader audit & assurance at Deloitte Luxembourg.
Gold market unimpressed with rising rates
Gold gained ground in March. The war in Ukraine has put the precious metal back in the spotlight for investors. But even as the war seems to have been priced in, and interest rate hikes are expected to accelerate, gold remains in demand. What is going on here?
Morgan Stanley IM: Investing in a deeply uncertain world
In a deeply uncertain world, owning a portfolio of compounders with consistent track records makes sense. Bruno Paulson discusses.
Universal, with EFA, sets eyes on growth in Benelux, Nordics
Frankfurt-based Universal Investment Group, a leading asset services provider with Super ManCo status in Luxembourg, on Tuesday flagged further European growth ambitions outside German-language countries when it announced it had reached agreement on its acquisition of European Fund Administration for an undisclosed amount.
Apex Group continues growth with US acquisition
Apex Group, a global asset services specialist present in Luxembourg also with its FundRock and LRI Invest subsidiaries, on Tuesday said it has acquired a majority stake in FTS, a US-based tax services firm serving clients in the alternative investment and family office sectors, for an undisclosed amount.
On cusp of new inflation era, ECB set to hold rates steady
While the Federal Reserve is expected to raise rates aggressively in the coming months, the European Central Bank, fearing the impact on Europe’s weaker economies, will remain reluctant to quickly boost Eurozone interest rates to mitigate the effects of rising prices. The ECB is due to provide a new monetary policy update on Thursday at its next six-week press conference.