ODDO BHF Polaris : Comment renforcer la « qualité » de ses investissements ?
Il est essentiel de savoir sélectionner les actions ou obligations qui peuvent le mieux résister à un environnement difficile. Alors comment reconnaître un investissement de « qualité » ?
AXA IM: Inflation was already hot, but the Ukraine war risks making it more durable
While the war in Ukraine has pushed many commodities prices higher, inflation was already about more than only food and oil, with core Inflation numbers at their highest point in decades in many advanced economies.
Climate: banks produce ‘white noise, no real substance'
“It is not five minutes to twelve, but one minute to twelve,” said Detlef van Vuuren, one of the Dutch scientists who collaborated on the latest report by the UN climate agency, the IPCC.
According to the report, presented on Monday, countries have to invest three to six times more than currently agreed in measures to reduce greenhouse gases. If that does not happen, the climate goals will be far out of reach. That is this week’s alarming message from the United Nations.
Invesco adds VanEck's Brouwer to Benelux ETF team
Invesco, an asset management firm with a Luxembourg presence in Kirchberg, Invesco Management S.A., said it has expanded its Benelux operation with the hire of a new ETF sales manager.
Jolien Brouwer has joined the Invesco Benelux team as ETF sales manager, based in the Amsterdam office. Previously Brouwer was responsible for the ETF sales at VanEck. She will report to Roel Thijssen, Head of Benelux Distribution.
Chart of the week: What do we really know about inflation?
Most research papers on inflation focus on the period from 1950, after World War II, or from the 1980s after former Fed Chairman Paul Volcker destroyed inflation with a mighty series of interest rate hikes.
The next waypoint for investors: corporate earnings
When it comes to the prospect of a recession, and a possible prolonged period of stagflation, the jury is still out, even in Europe. Although in agreement on a deteriorating economic outlook, major asset managers such as BLI, Pictet and JP Morgan hold diverging views on what’s next. For investors, corporate earnings are now seen as the next waypoint.
ODDO BHF AM: Ukraine war: which impacts?
We are living through some trying times. The scenes of war at the gates of Europe are disturbing indeed, and we have never been closer to the brink of nuclear war. That being said, panicking is never a solution.
Invesco - The focus of the next decade will be security
The focus of the next decade will be security, not just defence
'Probability of prolonged market decline increases'
This week’s relative calm in equity and bond markets is in stark contrast with last month’s turbulence. Investors appear to have put concerns over the war in Ukraine on hold for a while. Some market experts warn however that “sentiment may be too positive”. Illiquid corporate bonds are seen as a safe haven.
The economic consequences of Russia’s invasion of Ukraine gave both equities and bonds a volatile first quarter. Nevertheless, most of the losses incurred were quickly recouped.
CSSF guides funds on stranded Russia assets
Luxembourg’s financial supervisor, releasing its eagerly anticipated guidance for investment funds exposed to Russia, has outlined a range of segregation options to handle stranded assets in Russia. Funds also were reminded to assess if they are potentially in breach of sanctions against Russia and Belarus.