‘Fantastic returns on cat bonds’
The increased likelihood of natural disasters due to climate change does not make investing in catastrophe bonds (cat bonds) any less attractive. On the contrary, experts say that due to the rising capital needs of reinsurers and higher premiums, returns can actually increase.
Transfer: Dirkmaat appointed director Business Development Benelux at Federated Hermes
This week’s overview of transfers and appointments in and around Luxembourg includes one update from Federated Hermes.
Janus Henderson: Changing of the guard: Bonds react to European policy shifts
Tim Winstone, fixed income portfolio manager, considers the impact on credit markets of a seismic shift in tone on defence and fiscal spending in Germany and a more subtle policy shift at the European Central Bank.
Asian disruption outpaces European tradition in the automotive industry
Once the pinnacle of innovation, German car manufacturers now risk being overtaken by Chinese automakers, who are adopting the latest technologies at a much faster pace. The willingness to innovate and embrace disruption seems to come more easily in a new market unencumbered by a long-established history.
MacGyver becomes a chief compliance officer – and regrets it
Even MacGyver, master of improvisation, meets his match in Luxembourg’s compliance world. Gregory Kennedy explores the impossible demands placed on compliance officers—and why even a secret agent might struggle to keep up.
RBC BlueBay - EM equities: when challenges become opportunities
Is the improved performance of Emerging markets equities sustainable?
Funds Avenue, Trustmoore assert no major weaknesses after €700k CSSF fine
The latest in a series of hefty fines levied by financial regulator the CSSF has fallen on a fund manager with strong links to the Fuchs & Associés saga, featuring millions in fines for financial malfeasance.
Capital Group sees global champions as key to navigating uncertain times
In an uncertain macroeconomic environment, global asset manager Capital Group is focusing on identifying ‘Global Champions’ across sectors to position client portfolios for long-term success.
The wisdom of the collective
Passive investing can be seen as a disruptive innovation that has also reduced costs for active investors. It has made active investors more engaged, aligning their compensation more closely with their added value. Meanwhile, passive investors benefit as free riders from the extensive work undertaken by active investors.
EU’s big talk on investments union still raises many questions
The European Commission has set out yet another grand vision for Europe’s capital markets. Behind the lofty rhetoric, the plan leaves a familiar set of unresolved questions.