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Carmignac: growth companies still making a difference

Keith Ney of Carmignac has said stock markets are still in a favourable climate. China remains an interesting country in which to invest, both for equities and bonds.

Ney joined the Strategic Investment Committee of Carmignac in April 2021. He has developed particular expertise in bonds and their place in a portfolio. His long career with the French manager has given him expertise in both equities and bonds. In addition to his role on the committee, he is direct co-manager of the Carmignac Patrimoine Europe fund.

Fund managers need to get reporting houses in order

A worldwide increase in regulation on client reporting and the need to provide better service to clients are driving asset managers to look hard at their client reporting objectives, according to a recent opinion article by Dominique Tomassoni, product strategy director for Digital/Client/Regulatory reporting solutions at NeoXam, a French financial software company.

“Not possible to say if there is profit shifting” to Luxembourg by banks: EU Tax Observatory

There is no evidence that banks are shifting profits to Luxembourg to dodge tax, one of the authors of a recent controversial report by the EU Tax Observatory has said. Yet if this is so, why does the think-tank label Luxembourg a “tax haven” for banks? We asked one of the report authors to explain.

Article 8 SFDR is lower limit for sustainable products

The bar for sustainability criteria is rapidly being raised. Article 8 under the new SFDR legislation will become the lower limit for a sustainable product, and the stricter Article 9 will become the standard for truly “green” products and investment funds. And do not underestimate the impact of Principal Adverse Impact reporting.